ATTORNEY PRACTICE INVENTORY
PERSONAL INFORMATION
ATTORNEY NAME:
|
|
FIRM NAME:
|
|
SOCIAL SECURITY #:
|
|
DOB:
|
|
OH BAR #:
|
|
FEDERAL EMPLOYER
IDENTIFICATION #:
|
|
STATE TAX
IDENTIFICATION #:
|
|
Office Address:
|
|
|
|
Office Phone:
|
|
Office Fax:
|
|
Office Email:
|
|
Office Website:
|
|
Home Address:
|
|
|
|
Home Phone:
|
|
Cell Phone:
|
|
|
|
OTHER STATE ADMISSIONS:
|
|
State:
|
|
Bar #:
|
|
State:
|
|
Bar #:
|
|
|
|
Personal Information (cont’d)
SPOUSE/PARTNER:
|
|
Phone:
|
|
Email:
|
|
Work Phone:
|
|
Fax:
|
|
Employer:
|
|
|
|
OTHER FAMILY CONTACT:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
LOCATION OF WILL/TRUST:
|
|
|
|
LOCATION OF HEALTH CARE DIRECTIVE:
|
|
|
|
LOCATION OF POWER OF ATTORNEY:
|
|
|
|
ATTORNEY:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
KEY ADMINISTRATIVE PERSONNEL
OFFICE MANAGER:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
SECRETARY:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
BOOKKEEPER:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
NOMINEES TO HELP WITH PRACTICE CONTINUATION OR CLOSING
FIRST CHOICE:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
SECOND CHOICE:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
THIRD CHOICE:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
GENERAL OFFICE INFORMATION
LOCATION OF CALENDAR/DEADLINE LIST (File Path):
|
|
LOCATION OF CLIENT/MATTER LIST
(File Path):
|
|
|
|
PAYROLL COMPANY:
|
|
Contact:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
ACCOUNTANT:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
PROCESS SERVICE COMPANY:
|
|
Contact:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
General Office Information (cont’d)
MESSENGER SERVICE COMPANY:
|
|
Contact:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
ANSWERING SERVICE:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
OF COUNSEL WITH:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
|
|
General Office Information (cont’d)
FOR PROFESSIONAL CORPORATIONS1
|
|
Corporate Name:
|
|
Date Incorporated:
|
|
Location of Minute Book:
|
|
Location of Seal:
|
|
Location of Stock Certificates:
|
|
Location of Tax Returns:
|
|
Fiscal Year End Date:
|
|
Corporate Attorney:
|
|
Phone:
|
|
Email:
|
|
Address:
|
|
|
|
Share with your friends: | 
