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

1002 East New Haven Avenue
Melbourne, FL 32901
(321) 821-2321

Personal Representative

Friendly, thorough, highly knowledgeable, accommodating, prompt and most importantly a patient listener. I couldn't recommend her more highly.

~ Kenny M

Our entire experience creating necessary estate documents through Heidi was only positive. She and Molly were extremely prompt with communication and her services were reasonably priced. She took the time to always thoroughly explain everything and answer my MANY questions always with a smile and the desire to make sure we were confident in how we worded things for our documents. She was happy to make changes to fit our needs and was even available to give advice regarding how to best handle my late father in law’s affairs. We really appreciate knowing that Heidi has our best interest in mind and that we have a relationship with an attorney whom we wholeheartedly trust. I’m not easy to win over in professional relationships, and I would fully recommend her to others.

~ Hannah C

initial meeting with an Estate Planning Attorney

What should I bring with me for my initial meeting with an Estate Planning Attorney?

The initial meeting with an Estate Planning attorney will most likely be informative for YOU and a precursor to your providing information to the attorney, however, there are a few things you should be prepared to talk about so that your attorney can answer questions and provide information tailored to your specific situation.

Specifically, you should consider/bring the following:

Goals

You should consider what your priorities and goals are, if you are married or have a partner —it’s good for the two of you to jointly consider what your goals are.

Assets

You need to be able to discuss your financial situation —my clients sometimes come with an asset listing and I find that very helpful to give us a launching point.

Prior Estate Planning

This should be number one but I saved it for last because folks remember best the last thing you tell them ☺ Make sure you bring copies of all your existing estate planning —even if you don’t think it’s relevant.

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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