Wills, Probate

Trusts, Estate Planning

140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

We had a wonderful experience with Heidi Webb and her staff when updating our will and trust. Heidi made everything easy with forms to help us cover all items essential to our trust document. She went item by item to understand our wants and needs and made the process very understandable and easy. Both she and her staff are very personable and accommodating with schedules and time. We would highly recommend Heidi Webb Law Firm.

~ Donna R

I have been a friend of Heidi and her family for a very long time which is why, after my dad passes away and I needed to create a will and set up a trust account, I called Heidi. When we met, she explained everything I needed to do so she could set up my will and trust. She told me what she would do once I finished my part. She asked me very detailed questions about my wishes. She drafted my will and trust account and when I arrive at her office for the final signing, all the documentation was laid out for me very clearly. She went through all the documents with me, with explanations of them all, in case there might be anything was not as I wanted. It was very obvious to me she was very knowledgeable in her craft. Heidi is a true professional who helped me with my estate planning, her attention to detail is top notch. I would highly recommend Heidi to anyone considering their trust or estate planning, she is the best!

~ Neighbor

estate planning tips

What Are Some Basic Estate Planning Tips?

If you have been reading my blog, you know I always recommend hiring an Estate Planning Attorney to help you put your documents in place and advise you based on your needs. The purpose of this post is to give advice that can apply if you have a plan or are putting together information to meet with an Estate Planning attorney. 

Take an inventory of your Assets. 

Clients often think Estate Planning is all about liquid assets, but also make sure you take stock of your physical belongings, sentimental items, and digital assets.

Review your beneficiaries regularly. 

With every life event, your beneficiaries can change. Typical events that will cause beneficiary changes or additions include births, deaths, marriage, and divorce. 

Review your Estate Plan Annually.

 In addition to updating your beneficiaries, many aspects of your Estate Plan will change and shift as life goes on —any annual review at tax time is a great habit. 

Discuss probate laws with your attorney. 

Probate laws are different in every state and county, and it’s essential to be aware. Probate is how a Will is vetted or “proved” in a court of law. Once the Will is proved, your executor can start taking actions as instructed in your Estate Plan.  

Keep your documents organized. 

Along with your Estate Plan will come many associated documents and statements meant to assist your executors in carrying out your wishes. You’ll want to keep your records in a safe, secure place, and you’ll want to keep them neatly organized. That way, your loved ones will be able to locate information quickly.

 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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