I would highly recommend Heidi and her team to everyone!! Needing to update my estate plan documents after a divorce, I consulted with Heidi who evaluated my situation and came up with documents that were tailored to my needs and explained it all in layman's terms for me. Her recommendations were exactly what I needed and I now feel confident I have well laid out plans for myself and my family. After realizing how lacking my prior documents were, I had her review my mother's documents, which we all thought were up-to-date. Thank goodness I took that step as well because my mothers documents were not even close to what was needed. Heidi's knowledge and compassion for her clients is exceptional, I give her the highest commendation!

~ Beth M

Heidi is a bright star in the universe of Family Planning Attorneys!
Choosing a attorney to trust with your family planning is difficult at the least. We met with various attorneys in hopes the selection process would be easy. Until we met with Heidi we found small things bothered us about each attorney we interviewed.
When we met with Heidi we signed a contract at the end of the meeting. That was unusual for us because, trust me, we like to do due diligence in any decision we make. Heidi not only impressed us with her practical knowledge but her advice and rationale was on the mark.
Now that we have completed our planning I can say we were not disappointed and we feel like we we have someone that will stick with us and our family in case of the unexpected, or just the normal expectations of life and death.
Thank you Heidi for your caring and competence.

~ Don and Pat T

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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