Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi helped me get organized with all of my beneficiary paperwork and made me aware of things that I didn't even know to ask about. She's a pro at what she does and so easy to work with!

~ Becky B

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

Basic Estate Planning Steps

The 5 Basic Estate Planning Steps

Creating an estate plan can be manageable, and it will only be if you follow a checklist and work with an experienced attorney.

Here are five estate planning steps everyone should have on their checklist when working on their estate plan.

1. What do you want to accomplish with your estate plan?

You may want to make sure you have some assets set aside that you can leave to a charity you love, or you may have young children, and your number one priority is ensuring they are well taken care of. Whatever your specific goals are, take a little time to write them all out.

2. Take Inventory

Before deciding who gets what, you need a detailed list of your assets and liabilities. Please list everything with your name on it, including bank accounts, credit cards, property deeds, student loans, retirement accounts, insurance policies, TIMESHARES, mineral rights, the old bonds covered with dust…. EVERYTHING no matter how small or seemingly insignificant.

3. Decided Who Will Be In Your Plan

Throughout your estate plan, you must designate different people as beneficiaries, trustees, guardians, and other roles. You will want to think carefully about who you want to inherit your assets, who you trust to care for your children, and who will handle your affairs after you pass away.

4. Create the Necessary Documents

An estate plan only takes effect if it is correctly documented. There are several different estate planning documents that all serve other purposes. It would be best if you worked with an estate planning attorney to ensure you have all the necessary documents in place and that all these documents are correctly created.

5. Review & Update Your Plan Regularly

An estate plan will not automatically update if something in your life changes, so you must be sure to update your plan after any significant life event. If you get married, get divorced, have children, purchase a new property, open a money market account, or make any other significant changes to your financial picture, you need to make sure that your estate plan is updated to reflect these changes.

Heidi S. Webb, Attorney at Law, serves clients in Daytona Beach, Ormond Beach, Port Orange, and beyond with matters of Elder Law, Estate Planning, and Small Business Law. 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. 

 

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