Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Our experience with Heidi Webb was fantastic. She explained all that was needed to build our estate planning. The customer service that was provided was well above excellent. We requested our estate plan be available to us in a short period of time. This was well met and gave us a great sense of gratitude. We can now go on with doing what we do and not have to worry about our estate, knowing that all our documents are now in order for our family.

~ George B

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

documents

What documents should be in my Estate Planning if I live in Florida?

Every client’s situation is unique, and a client’s Estate Planning may contain many documents. That being said, there are four documents I recommend my Estate Planning clients consider that I consider essential – Durable Power of Attorney, Health Care Surrogate Designation, Advance Healthcare Directive, and a Last Will & Testament.

Durable Power of Attorney

This important document allows you to name agents to look after finances and property on your behalf.  This Power of Attorney is “Durable” in that the person to whom it is given can continue to manage your assets for you even if you are disabled and unable to make those decisions for yourself. 

 Health Care Surrogate Designation

This is the equivalent of a medical power of attorney and is “durable” in that the person to whom it is given can continue to make health care decisions for you even if you are disabled and unable to make those decisions for yourself.  This document is governed by special laws enacted to protect you in the event health care decisions must be made and you are incapable of making them.

Advance Healthcare Directive

This document is a written document about how you want medical decisions made should you not be able to make them yourself.  The difference between the Health Care Surrogate and the Advance Directive is that the Health Care Surrogate is written for times of poor health to allow full access to healthcare providers and information; when you are unable to make your own decisions, yet the thought is that there will be survival with quality of life.  The Living Will is essentially the document that says when YOU would like to say “turn it off if there is no hope”. 

Last Will and Testament

A Will must be appropriately drafted so that there is no confusion in the plain language and so all technical requirements are met —witnessing, self-proof, etc. The Will is essentially an instruction sheet for the Florida probate court so the judge can rightly determine who is entitled to the estate assets.

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