David is a third generation owner of a large portfolio of residential and commercial properties in Florida. He has been a hands-on owner and runs a very lean operation. Over the years, he has hired a variety of attorneys for a variety of tasks ranging from forming organizations, negotiating leases, drafting leases and handling evictions. Given David’s appreciation for efficiency in his own operations, he recognizes the inefficiency of hourly billing and is tired of getting bills every time he has a conversation with his attorney. At the same time, he doesn’t feel he needs a full time attorney sitting in his office. What he is looking for is single-source solution for all of his legal needs that isn’t billing him by the minute.

Pain Points

• Needs to be able to discuss a situation with an attorney when he wants to without feeling like he is being nickel-and-dimed.
• Needs leases negotiated/drafted/revised on a regular basis.
• Needs pre-eviction and eviction services on a regular basis.
• Needs a trusted advisor with diverse knowledge to game-plan and evaluate options on a wide range of issues related to his business.

Solution: Nexterra Law’s Realtor Only Plan

For David, Nexterra’s Realtor Only Plan is just the solution he needs. Working closely with one of our attorneys, Nexterra is able to customize a flat monthly fee and a clearly defined scope of services that suits David’s needs. In this case, the program would do a complete review and revision of all lease documents and Nexterra would be the go-to source for Lease drafting once a Letter of Intent is signed. Occasionally, David might ask Nexterra to get involved in negotiations where the other side has employed an attorney but he’ll decide that on a case by case basis. Also included is all entity formation needs and amendments and a review of all vendor contracts on an as-requested basis. Like all of Nexterra’s plans, David enjoys unlimited telephone and email interaction with counsel at Nexterra so he always has access to an attorney (even on nights and weekends) for a “quick question” or a more in-depth discussion.

After an amazing life’s work, Don has moved to South Florida. Even though he is “retired”, Don stays active and has significant investments in the market, real estate and a variety of private equity funds. Don has a small family-office back home but as he meets more people in South Florida and gets more familiar with the landscape, he needs some on-the-ground expertise he can trust and go to on a regular basis.

Pain Points

• Needs quick answers unconstrained by day and hour.
• Needs a trusted confidant that is always looking out for his best interest.
• Has a variety of needs, some that are quick and some that are in-depth and is interested in having someone to “get it done” without nickel-and-diming him.
• Has neither the time nor inclination to coordinate the myriad of lawyers, consultants, and other people that may be needed for whatever needs come up and is happy to have someone do that for him whether its for the purchase of a new yacht or a traffic ticket.

Solution: Nexterra Law’s Legal Concierge Plan

With Nexterra’s Legal Concierge Plan, Nexterra has become just the partner that Don needs. From buying a new home, to entering into a contract with a general contractor to renovate, Nexterra was with him every step of the way. Nexterra was there to consult with Don about homestead and how best to title his property. Given Don’s high profile status, Nexterra established a land trust to maintain his anonymity. Don had questions about how best to pay his household staff and Nexterra was not only able to advise but recommended local resources to help get them on payroll the right way. Enjoying the new South Florida lifestyle, Don decided he was going to buy a large boat for he and his family to enjoy. Nexterra helped to retain maritime counsel, and oversaw the process from start to set-sail.

Barbara is a hard working realtor that is serious about building her real estate business and reputation in South Florida. She knows what she’s doing but also knows that it always helps to have a second pair of eyes and could really use occasional input from an attorney whether as legal advice or just general information. Barbara also does a fair amount of rentals as part of her business and need sa place to hold those escrows as her broker, like so many others, no longer wants the risk or administrative headaches.

Pain Points

• Needs someone to look over contracts she prepares not as legal advice as much but as a second pair of eyes.
• Needs a legal professional to ask questions to, sometimes on weekends.
• Needs a place to put her escrow deposits.

Solution: Nexterra Law’s Realtor Only Plan

Nexterra’s Realtor Only Plan provides a low-cost, flat-fee, high-impact solution that addresses all of Barbara’s needs. While the scope of what Barbara is able to draft is highly regulated, it helps to have the professionals at Nexterra just to take a second look and make a recommendation for her benefit how to accomplish what she’s trying to accomplish. Beyond that, Barbara knows that her clients often ask her questions that she is not allowed to answer but its often not so easy to know where that boundary is. With Nexterra, Barbara can get educated on a regular basis and avoid going too far in the advice she gives her clients. Nexterra also provides Barbara advice with regard to her farming and buyer-representation activities to avoid commission disputes and keep her business rolling. Finally, Barbara has someone to hold escrows for her clients when needed. All this with unlimited telephone calls and emails with Nexterra.

The above are examples only and are not necessarily indicative of currently active programs.