Wills, Probate

Trusts, Estate Planning

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

Personal Representative

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

Heidi was highly recommended to us as an estate lawyer, and we couldn't be happier in choosing Heidi to set up a trust plan for us. Though professional, she's warm and friendly, making the entire process stress free, explaining everything in terms that were easy for us to understand. She was very thorough and addressed and answered all our concerns.

~ Pat W

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.

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