Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Thank you to Heidi and her team for patiently working with me during a difficult situation. Our beloved Mother passed away and we needed to settle her estate, transfer property title, and create a will and trust. We were able to perform all of these activities over mail and telephone calls because we had left FLA to visit family in another state.

~ Lori B

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

probate attorney

What Does A Probate Attorney Do?

A Probate Attorney is a state-licensed attorney who works with the Personal Representative and the beneficiaries of an estate to settle the decedent’s affairs. Their involvement depends largely on how active a role the Personal Representative desires to have, the value of the assets, and if the decedent had an Estate Plan.

  • A probate lawyer may assist with:
  • Preparing and filing all documents required by a probate court
  • Identifying and securing estate assets
  • Obtaining appraisals for and/or selling the decedent’s real property
  • Ascertaining and payment of bills and debts
  • Determining if any estate or inheritance taxes are due and making sure those debts are satisfied
  • Facilitating with obtaining proceeds from life insurance policies and other direct beneficiary assets
  • Engaging a CPA to assist with filing tax returns
  • Administering the estate checking account
  • Transferring assets in the decedent’s name to the appropriate beneficiaries
  • Preparation of an Accounting and making a final disbursement of assets to beneficiaries after all bills and taxes have been paid

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.

Share this…