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

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

Helpful, knowledgeable, professional- highly recommend!

~ Karen P

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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