Form America

09/27/2025

https://refinedbyfire.substack.com/p/four-things-you-cannot-put-off-any?open=false

08/22/2024

We can do your will, your financial power of attorney and your advance medical directive in one appointment for a flat rate. We can also travel to you in Pinellas, Pasco or Hillsborough Counties in Florida.

If you want a couples complete planning package (2 wills, 2 advance medial directives and 2 financial power of attorney documents) we can help you complete the forms for just $899 total. Separately, they would be over $1,000 but this is a bundle price at over a 10% discount.

We have appointments available every day next week. Email [email protected] or call (888)434-6471 X2 for an appointment for next week.

08/09/2024

Form America was mentioned in this AwareGiver podcast specifically about Financial Power of Attorney documents for the State of Florida.

Dave Happe talks you through what a Financial Power of Attorney is, and why you need one as a caregiver. You can DIY the form yourself, use a document prep com

08/08/2024

Tampa Bay Area attorneys: use Dave Happe to do your client intake interviews and informal discovery to save time and money for your clients. Email [email protected]

08/06/2024

Email [email protected] - Florida residents only qualify for special rates

08/05/2024

Never has there been a more important time to have your financial affairs in order. Contact us for help with guaranteed issue life insurance, annuities, estate planning including wills,  advance medical directives, and financial power of attorney. Don’t put this off for another day. We have appointments we have opened up in our schedule for late in the week this week in the Tampa Bay area. All programs are for Florida residents only. If you are moving your money out of the stock market, let us put it into an annuity for you to secure your financial future. We are licensed for insurance and annuities in the state of Florida, and a member of the Florida association of legal document preparers. Email [email protected] or leave a message at (888)434-6471. 

08/05/2024

We are closed for the day for storm cleanup, but you can always email [email protected] or call (888)434-6471 to leave a message. Note that we can’t take any trading information over voicemail and we don’t provide legal advice over the phone or email. If you had an appointment today, you’ve already been notified. 

07/31/2024

What nerds read

07/31/2024

Form America is changing primarily to attorney and litigation support for attorneys in Florida. We will no longer be offering consumer form assistance with DIY paperwork, but if you need legal support, we suggest you use the resources from the Florida State Bar Association to help you find an attorney. https://www.floridabar.org/directories/find-mbr/

Dave will still be working on estate planning and all of the things Form America was doing, but in conjunction with attorneys who will be our clients. We will no longer be offering consumer support for DIY legal forms. Dave is still licensed in annuities and insurance in Florida for Florida residents.

Attorneys - check out our variable expense legal support bio at https://sites.google.com/view/david-happe/bio and email [email protected] to talk about your next legal project. Dave is a member of the Florida Association of Legal Document Preparers, a Level II background checked Guardian ad litem for the State of Florida, and Florida state licensed in annuities and insurance sales as an independent agent.

David A. Happe Independent Business and Family Law Paralegal for Hire Florida State Certified Guardian ad litem

07/29/2024

Happe expands paralegal service offerings for attorneys to include litigation support, legal drafting and other outsourced legal assistance for Florida attorneys

Tampa's David Happe Expands Independent Paralegal Services. David Happe is an independent paralegal in Florida, having received paralegal education through St. Cloud State University in Minnesota. - PR13031275

07/29/2024

Do you have a will? Do you have enough life insurance to make sure your family is going to be OK? What are you waiting for? Email [email protected] and lets get this done this week. Insurance and annuity offerings are for Florida residents only.