Wills, Probate

Trusts, Estate Planning

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

Personal Representative

What a wonderful, professional Attorney my family and I found in Heidi Webb! For years, we put off creating a formal will and medical directives, but COVID-19 was the wake up we needed. I knew that we could no longer procrastinate. I searched around town and made a few phone calls and decided on Heidi’s firm. Everything went smoothly. In our first phone conversation, she shared valuable information about things that I never knew or considered. I really appreciated the advice. Her assistant, Molly was also very helpful. Heidi provided all the forms we needed to protect our family and property as well as our medical wishes. The process did not take long and was done via telephone, email, mail, and video conferencing. We could have gone into her office to complete the process, but we chose to use these methods due to COVID-19 restrictions. I am so thankful to Heidi and her team for their help getting things in order for our family. I consider her to be trustworthy and highly ethical. Based on our experience with Heidi and her team, I also consider her to be warm and welcoming with all varying types of people and cultures. Thanks again Heidi and Team!

~ Cecile B

Heidi Webb did an amazing job with our estate planning. She is extremely knowledgeable and explains things so that you can really understand how things will work. Quick turn around time and very reasonable fee. I highly recommend her for any and all of your estate planning needs.

~ Tami G

Red Flags to Look for When Hiring an Estate Planning Attorney

Estate Planning is not black and white or an easy area of law to navigate by yourself without legal counsel. Estate Planning is an area of the law that can have everlasting (and devastating) effects on you and your loved one’s future. As with any legal matter, it is essential to remember to choose a lawyer that specializes in the field that you need assistance. As you would not ask your electrician to fix your broken toilet, selecting a specific attorney in their area of expertise is incredibly important.

Here are some other red flags and things to avoid when you are hiring an estate planning attorney:

Non-Licensed Attorneys

It may seem obvious that when you are making an estate plan, it is essential to seek proper legal advice. Only a licensed attorney can legally give you advice on how to best protect your assets from taxes, probate, and the costs of long-term care. The results of the unauthorized practice of law can be disastrous.

One-Size-Fits-All Planning

There are many general practitioners or legal document websites that can provide you with a basic and non-customized Last Will & Testament for a minimal cost. Be aware that these documents are usually entirely composed of general language and fail to address any individual or state law issues. You are putting yourself in the position to plug in your name and general information and hope for the best. Every family and situation is unique and each estate plan must be customized to account for the differences. Attorneys who truly focus on estate planning can provide an adequately customized plan which specifically addresses your needs and goals based on where you are in life.  

Big Picture Attorney

An extra bonus is an attorney who also does some Probate and/or Trust Administration —now there’s an attorney who actually sees how their [and others] Estate Plans play out.  MOST of the Formal Probates I do are the result of a flawed Estate Plan generated by either a website, a DIYer or what I refer to as a “Will Mill” —a practice that doesn’t give any thought to their client’s individual circumstances or what the practical result of putting a client’s request into their Will will be.

Carefully selecting the right attorney for the job has a monetary and potentially poignant impact down the road. Take the time to research your options and be sure to consult with a professional who is experienced and proficient in the field of Estate Planning. 

 

 

 

 

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