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.
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.
Florida legal updates by email
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