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.
IP Ownership & Assignment Review Checklist
A free checklist for confirming a contract actually transfers ownership of the work you pay for: the assignment clause, the work-for-hire backstop, present-transfer wording, further-assurances and moral-rights terms, and the pre-existing/open-source carve-out.
Auto-Renewal Clause Review Checklist
A one-page checklist mapping the five auto-renewal traps a Florida attorney checks before signing a service contract: the evergreen clause, the notice window, the escalator, the term reset, and the exit.
Florida LLC Liability Shield Protection Checklist (PDF)
A one-page checklist mapping the five behaviors that pierce a Florida LLC's veil — commingling, no operating agreement, personal-name signatures, undercapitalization, and lapse — into a working sequence.
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 Digital Asset Access Authority Checklist
A planning checklist for Florida residents: the six digital-asset categories, the online-tool designations that outrank your will, the Chapter 740 authority your will, trust, and power of attorney need, and how to store credentials securely.
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.
HOA
Florida homeowner rights, HOA disputes, selective enforcement, and pre-suit strategy.
HOA Pre-Purchase Document Review Checklist
A one-page checklist for Florida buyers under contract in an HOA community: the seven red flags to catch in the governing documents — reserves, special assessments, leasing caps, litigation, covenants, estoppel liens, and the budget — inside the 3-day cancellation window.
HOA Fine Challenge Checklist (PDF)
A one-page checklist mapping the five procedural defects in Florida Statute §720.305(2)(b) into a working sequence — records request, defect analysis, and pre-suit letter structure.
eDiscovery
Litigation data management, AI discovery workflows, and court-compliant document handling.
Real Estate
Lease reviews, real estate risk allocation, and document review before signature.
Florida Residential Lease Review Checklist
A one-page tenant-side checklist of the seven clauses Florida renters should read before signing a residential lease: security deposit terms, automatic renewal, repair responsibility, early termination, late fees, landlord entry, and fees beyond rent.
Commercial Lease Redline Checklist
A one-page tenant-side checklist of the six clauses Florida business tenants should not sign without negotiating: personal guarantee, CAM, escalation, relocation, holdover, and surrender.
Litigation
Pre-suit positioning, demand letters, and dispute strategy.
Florida Collections Sequence Worksheet
A one-page worksheet walking the five-step collections sequence Florida businesses use to recover an unpaid invoice before suing: confirm the debt and entity, document the account, send an attorney demand letter, evaluate the response, and file only as a last resort.
Florida Demand Letter Pre-Send Checklist
A one-page checklist covering the seven elements a Florida attorney verifies before a pre-suit demand letter goes out: parties, chronology, legal basis, sum certain, deadline, consequence, delivery.
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