Lindy L. Garrard, Paralegal


Lindy Garrard began her legal career in 1984 in the trusts and estates practice area. Lindy is a Florida Registered Paralegal. She has extensive experience in the areas of: 

  • Preparing trust administration documents. 
  • Preparing formal, summary and ancillary estate administration pleadings. 
  • Preparing estate and trust accountings. 
  • Preparing incapacity, plenary and limited guardianship pleadings. 
  • Preparing guardianship annual accountings and annual reports. 
  • Preparing tax returns - United States Estate (and Generation-Skipping Transfer) Tax Return (Form 706) and the U.S. Income Tax Return for Estates and Trusts (Form 1041). 
  • Assisting with probate litigation including preparing production and other pleadings. 
  • Maintaining databases necessary for case management.

Additionally, Lindy has significant corporate experience including:

  • Forming corporations and limited liability companies. 
  • Preparing shareholder agreements, operating agreements, bylaws, minutes and written consents. 
  • Maintaining corporate records. 
  • Preparing stock purchase agreements, managing and organizing required due diligence and assisting at closings.

Legal Services

Professional and Civic Activities

  • The Florida Bar Association (Florida Registered Paralegal)
  • Paralegal Association of Florida (Member)