Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

In a time of sadness & grief, I searched the area for an attorney who would work with me and my budget. After the first call with Mrs. Heidi, I knew that I had found someone who truly cared, who was understanding and patient with my circumstances. She knew that I did not know much about the probate court (I felt so lost and defeated) and she went over and above to explain it all to me and what was going to be happening in the upcoming months. Probate court is not something that happens quickly, my family & I were out of our home for months on end and Mrs. Heidi did everything she could to expedite the process of us moving back in. She provided us with all the information, communicated everything with us as she found out and made the (tough) process so smooth. She is super knowledgeable in her scope and works thoroughly on the documents needed. I am very very grateful my family and I chose Heidi and I strongly recommend anyone who needs Estate Planning to inquire with her.
Not to mention, everyone who works in her office and beside of her is equally as amazing as she is. Her office staff was simply dedicated, always pleasant, compassionate, and kindhearted. They made me feel like we've been friends forever. They communicated with me & sympathized with me, they treated me like a person they loved, not just another customer, and they truly cared about how I was doing despite what I was going through at the time. I applaud them and Mrs. Heidi tremendously for everything they have done for us.
There are not enough words that could show my true appreciation and thankfulness for this group of people and this office.

~ Briana L

Thank you to Heidi and her team for patiently working with me during a difficult situation. Our beloved Mother passed away and we needed to settle her estate, transfer property title, and create a will and trust. We were able to perform all of these activities over mail and telephone calls because we had left FLA to visit family in another state.

~ Lori B

Estate Planning Meeting

Preparing for Your Estate Planning Meeting: Essential Documents to Gather

When planning for a future that ensures your assets are managed and distributed according to your wishes, meeting with an estate planning attorney is a vital step. To make the most of this consultation, it’s essential to come prepared with specific documents. This preparation not only saves time but also provides your attorney with the necessary information to craft a plan that best suits your needs. So, what documents do you need to gather for your estate planning meeting?

  1. Current Estate Planning Documents

If you have existing estate planning documents like a will, trust, powers of attorney, or healthcare directives, bring these along. Even if they need updating, these documents will give your attorney a starting point for understanding your current plan.

  1. List of Assets and Liabilities

Compile a detailed list of all your assets and liabilities. This list should include:

  • Real estate properties
  • Bank accounts (checking, savings)
  • Investment accounts (stocks, bonds, mutual funds)
  • Retirement accounts (IRAs, 401(k)s, pensions)
  • Business interests
  • Life insurance policies
  • Personal property of significant value (art, jewelry, collectibles)
  • Debts and liabilities (mortgages, loans, credit card debts)
  1. Beneficiary Information

Have a list of names and contact information for all your beneficiaries. This includes family members, friends, or organizations you intend to leave assets to.

  1. Financial Statements

Bring recent statements of your financial accounts. This includes bank statements, retirement accounts, investment portfolios, and life insurance policies.

  1. Property Documents

Gather deeds for any real estate you own, titles to vehicles, and other documents related to significant property.

  1. Business Documentation

If you own a business, bring relevant documents such as partnership agreements, articles of incorporation, or an operating agreement.

  1. Tax Returns

Recent tax returns can provide a comprehensive overview of your financial situation and are particularly useful if your estate is large enough to potentially owe estate taxes.

  1. Family Information

If guardianship of minor children or care for dependents is a consideration, bring information that will help in naming guardians or setting up care provisions.

  1. Health Care Documents

Include any current health care directives or living wills, as these will be integral to your health care planning.

  1. A List of Questions

Finally, write down any questions or concerns you have. This can range from the specifics of estate tax laws to the details of how trusts work.

Gathering these documents before your estate planning meeting can significantly streamline the process. It ensures that your attorney has all the necessary information to create a comprehensive plan tailored to your specific situation and goals.

Remember, estate planning is a significant step towards securing your legacy and peace of mind. With the right preparation, you can make informed decisions for your future and for those you care about.

Heidi S. Webb, Attorney at Law, serves clients in Daytona Beach, Ormond Beach, Port Orange, and beyond with matters of Estate Planning and Probate. Contact her today to schedule a free consultation. Visit her page on Facebook, or see what her clients are saying to learn more about Heidi. 

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