Wills, Probate

Trusts, Estate Planning

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

Personal Representative
Heidi handled the creation of our estate plan which includes a trust. In the consultation she explained all of our options and the cost involved with them. After a couple of more meetings with her we now have a completed estate plan we are very happy and comfortable with. Heidi and her team were easy to contact with questions along the way. We would highly recommend her for any estate planning needs.

~ Lisa C

I can't say enough good things about Heidi - she 100% saved the day on a house purchase my daughter was making - there were issues with a Life Estate which my husband and I knew nothing about. Heidi not only educated me but helped the seller (their son was the Trustee) with some very complicated issues that could have potentially blown the sale. Because of Heidi's legal expertise with elder law/estates and trusts, my daughter closed on the house this week.

~ Denise M

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