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