Wills, Probate

Trusts, Estate Planning

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

Personal Representative

In a time of sadness & grief, I searched the area for an attorney who would work with me and my budget. After the first call with Mrs. Heidi, I knew that I had found someone who truly cared, who was understanding and patient with my circumstances. She knew that I did not know much about the probate court (I felt so lost and defeated) and she went over and above to explain it all to me and what was going to be happening in the upcoming months. Probate court is not something that happens quickly, my family & I were out of our home for months on end and Mrs. Heidi did everything she could to expedite the process of us moving back in. She provided us with all the information, communicated everything with us as she found out and made the (tough) process so smooth. She is super knowledgeable in her scope and works thoroughly on the documents needed. I am very very grateful my family and I chose Heidi and I strongly recommend anyone who needs Estate Planning to inquire with her.
Not to mention, everyone who works in her office and beside of her is equally as amazing as she is. Her office staff was simply dedicated, always pleasant, compassionate, and kindhearted. They made me feel like we've been friends forever. They communicated with me & sympathized with me, they treated me like a person they loved, not just another customer, and they truly cared about how I was doing despite what I was going through at the time. I applaud them and Mrs. Heidi tremendously for everything they have done for us.
There are not enough words that could show my true appreciation and thankfulness for this group of people and this office.

~ Briana L

I recently had a difficult legal matter dealing with Trusts and Power of Attorney concerning my elderly parents. Heidi immediately took on the task with calmness and reassurance – and I felt things would work out – and they did. It was her priority to get everything in order and quickly. Heidi is a great person and cares deeply for her clients. I would highly recommend her. Thank you for a job well done.

 

~ Ron O

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.

Share this…