Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Hello Heidi,

My name is Bill S. I am the youngest child of Tony and Ann S. We have never met, but from what I have seen and heard from my Dad, you have done some amazing things to help him. He has praised your efforts enormously to both me and my Brother Bob.

I wanted to reach out and send a quick note of appreciation for helping him through a very tough time. Although you may have not received much in the way of money for your work on this, (My Dad shared with me your bill), please know that you have made an enormous difference in our lives.

My Dad has been a “prisoner” in his house for a few years now, and the help that he has been able to get through your assistance, has been truly invaluable. I was down there last week and we had a few tough days. I am not sure what we have done without the assistance that you helped provide.

Thank you dearly for all you have done, you have truly been an angel for our family. God Bless You and your family!!!

~ Bill S.

Ms. Webb was an amazing guardian ad litem for my son. She tirelessly worked to overcome a difficult situation and worked hard to ensure what was best for him. She had no problem filing restraining orders, meeting with school officials or anything else that was necessary to ensure he go the best education. She also was a relentless moderator and setup a series of processes that have served him well. Thank you!

~ Todd 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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