My purpose is to make sure that when life's events happen, that's all you have to deal with.
I am David Herz.
I'm here to help you order your life so that you can enjoy it and know your loved one's are taken care of.
In this time of insecurity, you certainly don't want to take risks with your own health while you are taking care of your people.
The good thing is that Governor Lamont and his team get that, and they have made it possible for you to do your planning without raising the risk of your getting the Virus that might be motivating you to put your matters in order in the first plate. The Executive Order No. 7Q, provides that wills may be executed remotely, through June 23, but also requires a fairly strict procedure to ensure the integrity of the process.
When I am in Connecticut (about half the year), I can come to you. When I'm not, and in this time of social distancing, we'll meet via video-conference to the extent possible.
You can book below. You'll notice the earliest appointment available is six days out. I do this to give you some time to assemble your information—there will be a link to packet in the e-mail confirming your appointment—and to start to think about some of the choices you'll be making.
I'll set aside two hours for our discussion. I invite you to start on the Welcome Packet as soon as possible. The sooner you do, the better prepared we will be for our conversation.
And if you've got a matter demanding immediate attention, the best way to reach me is via e-mail.
If you have any questions, please reach out. I'm slowly populating my blog, and would like to address those matters of most importance to you.
Please be advised that I do not engage all people I talk to, and I am not your attorney unless we actually sign a retainer agreement.
I observe the Sabbath and am not available from midday Friday to Saturday afternoon. Please be patient and I'll get back to you.
David R. Herz