Miami-Dade · South Florida · Nationwide Book a callEspañolFAQCapabilities (PDF)
Corvane Ashmoor & Co.Consulting · Professional Services
Home / Industries / Individuals & Families
Industry 11 · Personal paperwork, done right

Individuals & Families

Help getting your own paperwork organized and handled.

Who we servePersonal paperwork, done right
Capabilities engaged4 of 10
Typical modelFixed fee per request
First replyWithin one business day
Watch · 0:41

See how it works.

A short narrated walkthrough of what we do for individuals and families. Jump to any chapter.

Read the transcript

Corvane Ashmoor & Co. Your own paperwork, organized.

Your records or a parent's boxes of paperwork: we sort, label and index every document.

With your authorization, we request your own medical, court and public records.

Everything comes together in one binder, in the order your attorney or CPA asked for.

We organize and type. Legal, immigration and tax advice stay with licensed professionals.

Your paperwork, handled with care and kept private. Start an inquiry at corvaneashmoor.com.

What we deliver

How the firm serves individuals and families.

  • Organizing family records for your attorney or CPA
  • Requesting your own medical, court and public records
  • Typing and formatting documents you supply
  • Florida Bar-approved forms, completed from your information
  • Property record lookups for property you own
No legal advice and no immigration forms. You choose your forms; we type and format them from your information.
Who we work with

Built for every corner of the sector.

FamiliesSeniors and caregiversHeirs and estatesHomeownersPeople between attorneysAnyone with a paperwork backlog
What we hear

My attorney asked for documents I can't find.

Records are scattered across drawers, emails and old accounts.

I need my records but don't know how to ask.

Requesting medical, court and public records has forms and rules of its own.

I have to type this and it has to look right.

Documents need to be clean, formatted and complete.

There's a box of paperwork from my parents.

After a loss, sorting what matters from what doesn't is overwhelming.

Capabilities engaged

Capabilities applied in this sector

Records & ResearchDocument ServicesConnections & VettingProperty Problem-Solving & Upkeep
How the work runs

A steady rhythm, in writing.

The cadence most individuals and families settle into with us. Every engagement sets its own in the written scope.

  1. Listen
    Understand

    You tell us what you need and who it is for.

  2. Gather
    Request

    Your own records requested with your authorization.

  3. Organize
    Sort

    Everything sorted, labeled and indexed in a clear binder or digital folder.

  4. Deliver
    Hand off

    An organized package ready for you, your attorney or your CPA.

Documents we keep in order

The paper trail, handled.

  • Personal records binder
  • Medical records requests
  • Court record copies
  • Property records
  • Typed and formatted documents
  • Family document index
  • CPA or attorney package
Dates that matter

Never a surprise deadline.

  • By Apr 15
    Tax return

    Records organized for your preparer before the deadline.

  • By Mar 1
    Homestead exemption

    Florida filing deadline for homeowners.

  • By Mar 31
    Property taxes

    Florida taxes become delinquent April 1.

  • Per request
    Records requests

    Followed up until each record arrives.

General reference only; your own dates may differ. Full compliance calendar →

Where our work ends

Clear lines, on purpose.

We do the work that keeps you organized. Decisions that require a license stay with the licensed professional.

We handle

  • Organize family and personal records
  • Request your own records with authorization
  • Type and format documents you supply
  • Complete Florida Bar-approved forms from your information

Stays with the licensed professional

  • Legal advice and choosing forms (attorney)
  • Immigration forms and advice (attorney or accredited representative)
  • Tax advice (CPA)
  • Financial advice (licensed advisor)
Readiness check

How organized is your operation?

Check every statement that is true today. Your score updates as you go, and nothing leaves your browser.

0/6Getting started

Close the gaps with us →
Free tools

Tools for individuals and families.

All tools →

Car insurance quote comparison→52-week savings challenge→Packing list→Used car checklist→Grocery budget tracker→Family weekly calendar→Gift card tracker→Utility tracker→Moving checklist→Price book→Paycheck planner→School info sheet→Landlord insurance quote comparison→Home maintenance schedule→Insurance policy list→Allowance ledger→Bill savings tracker→Kids' activity schedule→Trip budget planner→Emergency card maker→Weekly meal planner→Chore chart maker→Escrow calculator→Extra payment calculator→Car maintenance log→Birthday list→Insurance claim log→Warranty tracker→Shared child expense log→Variable income planner→Unit price comparer→Side income tracker→Car cost calculator→Out-of-pocket log→Sinking funds planner→Holiday budget planner→Notary journal→50/30/20 budget planner→Hurricane deductible calculator→Rent or buy calculator→Florida homestead savings estimator→Savings goal planner→Utility bill splitter→Injury journal→Debt payoff planner→Household emergency fund planner→Property damage inventory→Subscription audit→Important documents inventory→Tax receipts checklist→Monthly bills planner→Date calculator→Contractor quote comparison→Document checklists→Cost of holding a property→
Common questions

Asked by individuals and families.

All questions →

Can you help with immigration paperwork?

No. Immigration forms and advice must come from an attorney or an accredited representative.

Can you get copies of my records?

Yes. We request your own court, property and medical records with your authorization and organize them for you or your attorney.

Can you help me sort a parent's paperwork?

Yes. We sort, label and index the records so the family and its professionals can find what they need.

Will you tell me which form to file?

No. Choosing forms is legal advice. Once you choose, we complete Florida Bar-approved forms from your information.

Is my information kept private?

Yes. Terms for handling your records are in writing and records are shared only with people you authorize.

See an illustrative scenario: A box of a parent's paperwork and an attorney waiting →

Key terms

The vocabulary of this sector.

Full glossary →

Adjusted basisWhat you paid plus improvements, minus depreciation; used to figure gain on a sale.New matterA case or project newly opened by a firm.AdjusterThe person who investigates and evaluates an insurance claim.Narrative reportA doctor's written summary of a patient's injuries, treatment and opinions.Advance rentRent paid before it is due, such as last month's rent at move-in.Notary journalA record of each notarial act, with the signer, document, ID and fee.
How engagements run
Project

Defined scope

Fixed fee

A defined deliverable at a defined price: a filing, a research report, a system build.

Advisory

As needed

Hourly

Consulting sessions and open-ended litigation support, with hours logged and itemized.

Managed

Ongoing support

Monthly retainer

Back office or administration on a set monthly scope, adjustable with notice.

Carrier

Dispatch

Percentage of gross

Carriers pay a percentage of booked loads under a written dispatcher-carrier agreement.

Was this page helpful?Your answer helps us improve the site.
← Previous industryNonprofits & Community GroupsAll industriesNext industry →Law Firms & Attorneys
Start an engagement

Let's put it in writing.

Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.

Contact the firm →View capabilities
Start an inquiry →