LAW OFFICE LIST OF CONTACTS

Transcription

1 LAW OFFICE LIST OF CONTACTS ATTORNEY NAME: Social Security #: OR State Bar #: Federal Employer ID #: State Tax ID #: Date of Birth: Office Office Home Home SPOUSE/PARTNER: Work Employer: OFFICE MANAGER: Home Home PASSWORDS (FOR COMPUTER SYSTEM, SOFTWARE PROGRAMS, MOBILE DEVICES, WEBSITES, CLOUD-BASED ACCOUNTS, efiling, VOIC , OTHER): (Name of person who knows passwords or location where passwords are stored, such as a safe deposit box) Home Home PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 1

2 POST OFFICE OR OTHER MAIL SERVICE BOX: Location: Box No.: Obtain Key From: LEGAL ASSISTANT/SECRETARY: Home Home BOOKKEEPER: Home Home LANDLORD: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 2

3 PERSONAL REPRESENTATIVE: ATTORNEY: ACCOUNTANT: ATTORNEYS TO HELP WITH PRACTICE CLOSURE: First Choice: Second Choice: Third Choice: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 3

4 LOCATION OF WILL AND/OR TRUST: Access Will and/or Trust by Contacting: PROFESSIONAL CORPORATIONS: Corporate Date Incorporated: Location of Corporate Minute Book: Location of Corporate Seal: Location of Corporate Stock Certificate: Location of Corporate Tax Returns: Fiscal Year-End Date: Corporate Attorney: PROCESS SERVICE COMPANY: Contact: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 4

5 OFFICE-SHARER OR OF COUNSEL: OFFICE PROPERTY/LIABILITY COVERAGE: OTHER IMPORTANT CONTACTS: Reason for Contact: Reason for Contact: Reason for Contact: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 5

6 GENERAL LIABILITY COVERAGE: LEGAL MALPRACTICE PRIMARY COVERAGE: Provider: Professional Liability Fund P.O. Box Tigard, Oregon or LEGAL MALPRACTICE EXCESS COVERAGE: VALUABLE PAPERS COVERAGE: OFFICE OVERHEAD/DISABILITY INSURANCE: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 6

7 HEALTH INSURANCE: Persons Covered: DISABILITY INSURANCE: LIFE INSURANCE: WORKERS COMPENSATION INSURANCE: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 7

8 CLOUD-BASED STORAGE: Cloud Provider: Location of Password (if not included on page one): Cloud Provider: Location of Password (if not included on page one): STORAGE LOCKER LOCATION: (Continued on next page) Storage Company: Locker No.: Obtain Key From: Items Stored: Where Inventory of Files Can Be Found: Storage Company: Locker No.: Obtain Key From: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 8

9 STORAGE LOCKER LOCATION: (Continued) Items Stored: Where Inventory of Files Can Be Found: Storage Company: Locker No.: Obtain Key From: Items Stored: Where Inventory of Files Can Be Found: SAFE DEPOSIT BOXES: (Continued on next page) Box No.: Obtain Key From: Items Stored: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 9

10 SAFE DEPOSIT BOXES: (Continued) Box No.: Obtain Key From: Items Stored: Box No.: Obtain Key From: Items Stored: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 10

11 LEASES: Item Leased: Lessor: Expiration Date: Item Leased: Lessor: Expiration Date: Item Leased: Lessor: Expiration Date: Item Leased: Lessor: Expiration Date: LAWYER TRUST ACCOUNT: (Continued on next page) IOLTA: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 11

12 LAWYER TRUST ACCOUNT: (Continued) INDIVIDUAL TRUST ACCOUNT: Name of Client: GENERAL OPERATING ACCOUNT: (Continued on next page) PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 12

13 GENERAL OPERATING ACCOUNT: (Continued) BUSINESS CREDIT CARD: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 13

14 MAINTENANCE CONTRACTS: Item Covered: Vendor: Expiration: Item Covered: Vendor: Expiration: Item Covered: Vendor: Expiration: ALSO ADMITTED TO PRACTICE IN THE FOLLOWING STATES: (Continued on next page) State of: Bar Bar ID No.: State of: Bar Bar ID No.: PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 14

15 ALSO ADMITTED TO PRACTICE IN THE FOLLOWING STATES: (Continued) State of: Bar Bar ID No.: Reprinted and adapted with permission of the State Bar of Arizona Sole Practitioner Section PROFESSIONAL LIABILITY FUND [Rev. 04/2017] Law Office List of Contacts Page 15