Personal information attorney name



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ATTORNEY PRACTICE INVENTORY


Date This Form Updated:






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:










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