140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332

1002 East New Haven Avenue
Melbourne, FL 32901
(321) 821-2321

Personal Representative

Attorney Heidi Webb has been competently and capably handling my estate planning needs for several years. Her staff is efficient, helpful, and always friendly. I highly recommend the law office of Heidi Webb!

~ Hay C

Hello Heidi,

My name is Bill S. I am the youngest child of Tony and Ann S. We have never met, but from what I have seen and heard from my Dad, you have done some amazing things to help him. He has praised your efforts enormously to both me and my Brother Bob.

I wanted to reach out and send a quick note of appreciation for helping him through a very tough time. Although you may have not received much in the way of money for your work on this, (My Dad shared with me your bill), please know that you have made an enormous difference in our lives.

My Dad has been a “prisoner” in his house for a few years now, and the help that he has been able to get through your assistance, has been truly invaluable. I was down there last week and we had a few tough days. I am not sure what we have done without the assistance that you helped provide.

Thank you dearly for all you have done, you have truly been an angel for our family. God Bless You and your family!!!

~ Bill S.

probate process

Probate & Estate Planning

Probate and Estate planning are two distinct parts of my practice and clients often ask me what is the difference between Estate Planning and Probate.

Here are the two definitions according to the American Bar Association:

Estate planning

A process by which an individual designs a strategy and executes a will, trust agreement, or other documents to provide for the administration of his or her assets upon his or her incapacity or death. Tax and liquidity planning are part of this process.

Probate

The court-supervised process of proving the validity of a will and distributing property under the terms of the will or in accordance with a state’s intestacy law in the absence of a will.

In my words: Estate Planning is creating an exit strategy that often involves putting your wishes down on paper and/or managing beneficiary designations so that your property efficiently passes after your death while Probate is a court assisted process following your death that may involve effectuating your wishes or may impose what the law says should happen if you did not do any planning. Both can manage/transfer your assets post-death but estate planning happens while you are alive and probate after death.

Side note: Estate Planning & Probate are not mutually exclusive. Many think having an estate plan must avoid the probate process for their heirs after they pass and while MOST plans are geared towards probate avoidance, sometimes in Florida a Summary Probate is PART of the Estate Plan [that is a subject for another blog that I promise to write ☺ ].

Heidi S. Webb, Attorney at Law, serves clients all over the state of Florida with Estate Planning and Probate. She has offices in Daytona Beach and Melbourne but can meet via phone or Zoom with clients statewide. 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 at www.heidiwebb.com.

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