Wills, Probate

Trusts, Estate Planning

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

Personal Representative

My wife, Patsy, and I were recommended to call Heidi for Estate Planning by some of our neighbors in Margaritaville located in Daytona Beach. We worked with Heidi to develop a complete estate plan with a trust, wills, power of attorney, etc. We have a large family and this covered all of our personal assets and our small business. Heidi has a wealth of experience & knowledge, is pleasant and easy to work with. We have the utmost confidence in Heidi and asked her to be the Executor of our Estate. We recommend her to anyone who has estate planning needs

~ Gary B

Heidi is the best !! After the birth of my daughter, all my priorities changed, of course, and she helped me through all the new "adulting" I needed to do! She made it super easy to talk about some difficult subjects and I never once felt uncomfortable. We actually shared a few laughs and I'm appreciative of that. We went through everything from advanced directives, trust planning, and wishes I had for my family in any event that I would be unable to care for them. Like I said, it's some tough stuff to face for some of us, but I am so appreciative for her services . The peace of mind I have now is priceless ! Thank you Heidi !!

~ Lauren M