Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi is a very client-focused attorney with proven results. Working for Heidi I witnessed first-hand the great rapport she maintained with both other attorneys and the courts, leading to quick and efficient legal satisfaction for her clients. In fact, almost all of our new clients were acquired due to recommendations from other clients or attorneys.

~ Erik M

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

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.

Share this…