I ended up creating custom controls for the lists (custom grid supporting bulleted or numbered editable lists and using other controls for the various document parts to give me the control I want - I use an XML file for storing the pieces of the document and how to generate the FlowDocument (I hope this gives me the ease of updating the templates when I am asked to add something new)... I only generate a FlowDocument for printing purposes.
I did not get all the functionality I wanted, but I made it work. Now for my next project..