Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Friendly, thorough, highly knowledgeable, accommodating, prompt and most importantly a patient listener. I couldn't recommend her more highly.

~ Kenny M

I used Heidi Webb to update my Revocable Trust, Will, and LLC after the passing of my wife. I can not say enough good things of her service. She was very attentive to my needs during a difficult time and offered very good advise on how I should have things updated. She is very knowledgeable in this area of law. She always took the time to listen and make recommendations based on my needs. She even took the time to meet with my son who is the executor of my will to explain everything that he would be responsible for after my passing which was important to me and my son. She made me feel very comfortable whenever we met and explained everything in language that I would understand. I would be remiss in not stating that her staff is outstanding and always followed up with my calls. I would highly recommend her and staff for all of your legal needs.

~ John W

Importance of an Estate Plan

The Importance of an Estate Plan

Many people do not have an estate plan in place because their need was never adequately described or understood, and the purpose of this blog post is to explain why most people need to meet with an attorney to put a plan in place.

There are some reasons why everybody, regardless of the value of assets owned, should have an estate plan.

Distributing Assets in the Intended Manner

Suppose you die without having an estate plan. All property you own is distributed under state law. A state’s distribution plan often conflicts with your intentions.

Minimizing Need for Probate

As discussed in a previous post, Probate is the legal process where a court ensures that all assets owned by you are distributed. This process usually requires that notice be given to all interested parties, including creditors, ensure that all debts are paid, and distribute all remaining assets by either your Will or, if none, applicable state law. Meeting with an Estate Planning Attorney to put your documents in order will help minimize complications with the probate process if that is a goal of your plan.

Incapacity Planning

A plan should address what will happen when and if you become incapacitated without the need for a court-appointed guardian, conservator, or other fiduciary. A Power of attorney should be appointed to manage your finances if you are unable. A Health Care Surrogate should be designated to make medical decisions on your behalf if you become incapacitated. The same individual can also be named in a “living will” to work with doctors and determine whether to remove life support —or never administer it.

Heidi S. Webb, Attorney at Law, serves clients all over the state of Florida with Estate Planning and Probate. She has offices in Daytona Beach and Melbourne but can meet via phone or Zoom with clients statewide. 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 at www.heidiwebb.com.

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