Jeffrey A Herzog

I would highly recommend Jeffrey Herzog and his office staff for their courteous, professional, competent services. Several years ago, my husband and I were very pleased with the ease, affordability, and competence in updating our estate planning documents. More recently, my mother needed to update h...ers. For a very reasonable price, their service includes what I would consider the 4 essentials, including a Last Will & Testament; Power of Attorney; Health Care Surrogate; and Living Will. Mr. Herzog also included consultation and advice regarding Special needs planning, which we did not even realize was needed. As a family, we are very appreciative to the practice, skills, comprehensive, and money-saving guidance offered.

My wife and I chose Mr. Herzog to assist us with a difficult and complicated cross-country purchase of our new home in Pasco County. Mr. Herzog’s oversight during negotiations, intervening on our behalf when necessary, and also catching errors in the closing paperwork (written by the title firm repr...esenting the seller) ultimately brought the transaction to a successful conclusion. My wife and I were so impressed with Mr. Herzog’s performance that we have recruited his services to restructure our estate to comply with Florida law as well. A five star performance. Scott & Jane

We recently established our Florida home as our Primary residence and were not very familiar with Estate Planning. Attorney Herzog took the time to draw diagrams to completely review the process. Within one to two face-to face meetings in his office, the Wills and Trust were established along with ...the other legal documents. It was complicated by the fact we own homes in the different States and he worked with attorneys in those locations to establish Deeds that were ready to place in our Trust. He also helped with the transition of Bank accounts, Stocks and worked with Brokers, Financial Planners to see all were in compliance to be covered under our Trust. His staff were exceptional in working with us ti see things went smoothly .We especially appreciated the work of Jessica Smith, his Paralegal who worked on a daily basis very closely with us. Attorney Herzog is intelligent of the Law, a good listener, an excellent communicator, has a healthy sense of urgency, and does a good job in follow-up. If anyone has need for assistance in Estate Planning, I strongly urge you to set up an initial consultation with him and you will understand our strong support in his behalf.

Dear Attorney Herzog; We wanted to take a moment and express our gratitude for all your guidance and assistance in helping us to create our living wills and family trust. As a growing family it was of upmost importance to us to make sure our assets and such were in proper order. We wanted to tha...nk you and your staff for your professionalism and dedication. You were exceptional and took the time to advise and address all of our concerns. We are very pleased with the services provided by yourself and staff alike. Warmest regards, Joseph and Kathleen.

Atty. Jeffrey Herzog & his staff were prompt, professional, and informative. He took the time to learn more about our current situation, our future expectations, and our goals in regards to our estate. Jeff explained all of our options in setting up our trust, handled the finer details and provided ...us with everything necessary. Since then, he and his staff have been quick to provide on-going service with both efficiency and a smile. His fees were very reasonable for the services we received, and we wouldn't hesitate to recommend his office to friends and colleagues.