Resources
Downloadable resources by service area
Request the resource you need and the download link arrives by email. This keeps access clean, lets the firm track interest, and supports future follow-up when new materials are published.
LLC / Business
Business formation, contracts, website policies, and day-to-day legal infrastructure for Florida businesses.
NDA Review Checklist: 12 Items to Check Before You Sign
A one-page checklist of the twelve items a Florida attorney reviews in every NDA — definitions, Purpose, term, residuals, carve-outs, remedies, forum — with the version that holds up and the version that does not.
MSA / SOW Scoping Checklist
A one-page planning checklist that maps which terms belong in the Master Service Agreement and which belong in each Statement of Work. Use it before drafting, not during.
Florida LLC Formation Checklist (PDF)
A gated resource for Florida founders who want a practical checklist before filing Articles of Organization and drafting an operating agreement.
Estate Planning
Wills, incapacity planning, digital assets, and Florida estate planning fundamentals.
Florida Estate Organizer (Blank PDF)
A blank intake organizer for Florida estate planning. Captures the assets, beneficiaries, fiduciaries, and personal directives that drive a complete estate plan. Print, fill in by hand, and bring to a planning meeting — or use it to start the conversation with the firm.
Digital Asset Inventory (Blank PDF)
A blank inventory worksheet for the digital side of an estate — accounts, devices, crypto wallets, gaming and cloud services, and the access instructions a fiduciary will actually need. Designed for Florida estate planning under modern digital-asset law.
eDiscovery
Litigation data management, AI discovery workflows, and court-compliant document handling.
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