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.
Service Agreement Risk-Allocation Clause Checklist
A free, printable checklist for reading the five risk-allocation clauses in any service agreement before you sign: indemnification, the limitation of liability cap, the consequential-damages waiver, warranties and disclaimers, and force majeure, with the question to ask and the pattern to watch for each.
Florida LLC Formation Decision Worksheet
A pre-filing worksheet that turns the six decisions behind a Florida LLC into questions you answer on paper before you file Articles of Organization: name and trademark clearance, registered agent, management structure, ownership and capital, tax classification and EIN, and the operating agreement plus first-year compliance.
Florida Trade Secret Protection Checklist
A one-page checklist of the six safeguards Florida courts look for under the Florida Uniform Trade Secrets Act: confidentiality agreements, need-to-know access, confidentiality legends, onboarding and exit protocols, technical and physical security, and a written trade secret inventory.
Florida Service Agreement Risk-Clause Checklist
A pre-signature checklist for consultants, agencies, and B2B service businesses to pressure-test the six clauses that decide who pays when a service deal breaks down: scope and statement of work, payment, limitation of liability, indemnification, IP assignment, and termination.
Florida LLC Operating Agreement Provision Checklist
A one-page checklist for Florida LLC owners confirming their operating agreement covers all seven essential provisions (ownership and capital, management authority, voting thresholds, distributions, transfer restrictions and buy-sell, member exit, and dissolution) before a dispute, not after.
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 Cryptocurrency Estate Planning Checklist
A free, practical worksheet for making sure the people you trust can actually reach your cryptocurrency after death or during incapacity, built around Chapter 740 of the Florida Statutes and the five things that decide whether your crypto survives you.
Florida Digital Estate Planning Checklist
A practical Florida worksheet for aligning the five documents that control your digital estate under Chapter 740 (will, revocable trust, durable power of attorney, digital asset inventory, and provider online-tool settings) so authority and access point the same direction.
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 digital-asset provisions 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.
Florida HOA Dispute Response Checklist
A practical, ordered checklist for Florida homeowners who have received an HOA fine, assessment demand, or lien warning: what to gather the day the notice arrives, what to demand in the account ledger, how to put a dispute on the record before the hearing, and the independent-committee and pre-lien requirements that often decide the outcome.
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.
Business Acquisitions
Buying a Florida business: due diligence, lien and tax clearance, lease and license transfer, and the purchase agreement.
Litigation Data & Preservation
Litigation holds, evidence preservation, modern messaging data, and AI in discovery.
Florida Modern-Data Preservation Checklist
A one-page checklist for preserving text messages, workplace chat, ephemeral apps, and cloud files the moment a dispute becomes foreseeable in Florida: the six steps that make preservation defensible before routine retention settings destroy the record.
eDiscovery Vendor Vetting Checklist
A one-page checklist mapping the 5 questions a Florida litigator should answer before uploading privileged documents to any eDiscovery vendor. Written against the post-Morgan compliance standard.
Real Estate
Lease reviews, real estate risk allocation, and document review before signature.
Florida Commercial Lease CAM & Operating-Expense Review Checklist
A tenant-side review checklist of the six operating-expense and CAM clauses to check before signing a Florida commercial lease: the operating-expense definition, exclusions, the cap, gross-up, the pro rata share and base year, and audit rights.
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.