AZ State Bar #: Federal Employer ID #: State Tax ID #:

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Nancy Hoover
8 years ago
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1 4.14 LAW OFFICE LIST OF CONTACTS ATTORNEY NAME: Social Security #: AZ State Bar #: Federal Employer ID #: State Tax ID #: Date of Birth: Office Office Home Home Cell SPOUSE: _ Work Cell _ Employer: _

2 OFFICE MANAGER: Home Home Cell COMPUTER AND TELEPHONE PASSWORDS: (Name of person who knows passwords or location where passwords are stored, such as a safe deposit box) Home Home Cell POST OFFICE OR OTHER MAIL SERVICE BOX: Location: Box No.: Obtain Key From:

passwords are stored, such as a safe deposit box) Home Home Cell

3 Other Signatory: SECRETARY: Home Home Cell BOOKKEEPER: Home Home Cell

4 LANDLORD: Cell Location of Office Lease: Lease Expiration Date: PERSONAL REPRESENTATIVE: Cell ATTORNEY: Cell

5 ACCOUNTANT: Cell ATTORNEYS TO HELP WITH PRACTICE CLOSURE: First Choice: Cell Second Choice: Cell

6 Third Choice: Cell LOCATION OF WILL AND/OR TRUST: Access Will and/or Trust by Contacting: Cell 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:

Location of Corporate Minute Book: _ Location of Corporate Seal: Location of

7 Corporate Attorney: _ Cell PROCESS SERVICE COMPANY: Contact: OFFICE-SHARER OR OF COUNSEL: Cell

8 Cell OFFICE PROPERTY/LIABILITY COVERAGE: Insurer: Cell Policy No.: Contact Person: OTHER IMPORTANT CONTACTS: Cell Reason for Contact:

9 Cell Reason for Contact: Cell Reason for Contact: GENERAL LIABILITY COVERAGE: Insurer: Cell

10 Policy No.: _ Contact Person: _ LEGAL MALPRACTICE PRIMARY COVERAGE: Provider: _ LEGAL MALPRACTICE EXCESS COVERAGE: Insurer: Cell Policy No.: Contact Person: VALUABLE PAPERS COVERAGE: Insurer: _

11 Cell _ Policy No.: _ Contact Person: _ OFFICE OVERHEAD/DISABILITY INSURANCE: Insurer: Cell Policy No.: Contact Person: HEALTH INSURANCE: Insurer: Cell Policy No.:

12 Persons Covered: Contact Person: DISABILITY INSURANCE: Insurer: Cell Policy No.: Contact Person: RETIREMENT FUND INFORMATION: Plan Account number(s): Plan Administrator & Contact Person:

13 LIFE INSURANCE: Insurer: _ Cell Policy No.: Persons Covered: Contact Person: WORKERS COMPENSATION INSURANCE: Insurer: Cell Policy No.: Persons Covered: Contact Person:

14 STORAGE LOCKER LOCATION: Storage Company: Locker No.: Obtain Key From: Cell Items Stored: Storage Company: Locker No.: Obtain Key From: Cell

15 Items Stored: Storage Company: Locker No.: Obtain Key From: Cell Items Stored: SAFE DEPOSIT BOXES: Institution: Box No.: _ Obtain Key From: _

16 Cell Other Signatory: Cell Items Stored: Institution: Box No.: Obtain Key From: Phone : Cell Other Signatory:

17 Cell Items Stored: Institution: Box No.: Obtain Key From: Cell Other Signatory: Cell

18 Items Stored: LEASES:) Item Leased: Lessor: Expiration Date: Item Leased: Lessor: Expiration Date:

19 Item Leased: Lessor: Expiration Date: Item Leased: Lessor: Expiration Date: LAWYER TRUST ACCOUNT: IOLTA: Institution: Account No.: Other Signatory:

20 Cell INDIVIDUAL TRUST ACCOUNT: Name of Client: Institution: Cell Account No.: Other Signatory: Cell

21 GENERAL OPERATING ACCOUNT: Institution: _ Account No.: Other Signatory: Cell Institution: Account No.: Other Signatory: Cell

22 Institution: Account No.: Other Signatory: Cell BUSINESS CREDIT CARD: Institution: Account No.: Other Signatory:

23 Cell Institution: Account No.: Other Signatory: Cell MAINTENANCE CONTRACTS: Item Covered: Vendor: Expiration:

24 Item Covered: Vendor: Expiration: Item Covered: Vendor: Expiration: ALSO ADMITTED TO PRACTICE IN THE FOLLOWING STATES: State of: Bar Bar ID No.: State of: Bar Bar ID No.:

25 State of: Bar Bar ID No.: PROFESSIONAL MEMBERSHIP ORGANIZATIONS: Member Number: Member Number:

26 PROFESSIONAL MEMBERSHIP ORGANIZATIONS: Member Number: Member Number: OTHER IMPORTANT CONTACT INFORMATION: Cell Reason to Contact:

27 Cell Reason to Contact: Cell Reason to Contact:

The Basic Steps to Ethically Closing a Law Practice

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