Wills, Probate

Trusts, Estate Planning

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

Personal Representative

I would like to express my deep gratitude to Heidi for responding quickly to my concerns, giving me a specific, well thought out game plan, and for providing me with invaluable resources as I deal with my mother's decline into dementia.  Highly recommend.

 

~ Karen G.

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

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