Appendix 13 - Office List of Contacts
Office List of Contacts
Paralegal's Personal Information
Name:
Date of birth:
Social Insurance Number:
Office Address:
Phone:
Fax:
E-mail:
Home Address:
Phone:
E-mail:
Paralegal's Spouse or Family Contact
Name:
Home Address:
Phone:
E-mail:
Office Manager
Name:
Home Address:
Phone:
E-mail:
Office Passwords (person with access to computers, e-mail, voice mail, etc.)
Name:
Home Address:
Phone:
E-mail:
Name:
Home Address:
Phone:
E-mail:
Office Landlord or Property Manager
Name:
Address:
Phone:
E-mail:
Bookkeeper
Name:
Address:
Phone:
E-mail:
Accountant
Name:
Address:
Phone:
E-mail:
Paralegals, Lawyers or Others Who Share Office Space
Name:
Address:
Phone:
E-mail:
Lawyer or Other Legal Representative
Name:
Address:
Phone:
E-mail:
Personal Representative(s)
Location of Will:
Estate Trustee:
Address:
Phone:
E-mail:
Location of
Power of Attorney:
Attorney:
Address:
Phone:
E-mail:
Paralegals or Lawyers To Assist With Practice Closure or Transfer
Name:
Address:
Phone:
E-mail:
Name:
Address:
Phone:
E-mail:
Mixed Trust Account(s)
Institution:
Account Number:
Address:
Phone:
Other Signatory:
Address:
Phone:
E-mail:
Institution:
Account Number:
Address:
Phone:
Other Signatory:
Address:
Phone:
E-mail:
Separate Trust Account(s)
Institution:
Account Number:
Address:
Phone:
Other Signatory:
Address:
Phone:
E-mail:
Institution:
Account Number:
Address:
Phone:
Other Signatory:
Address:
Phone:
E-mail:
General Account(s)
Institution:
Account Number:
Address:
Phone:
Other Signatory:
Address:
Phone:
E-mail:
Institution:
Account Number:
Address:
Phone:
Other Signatory:
Address:
Phone:
E-mail:
Business Credit Cards and Lines of Credit
Institution:
Account Number:
Address:
Phone:
Other Signatory:
Address:
Phone:
E-mail:
Institution:
Account Number:
Address:
Phone:
Other Signatory:
Address:
Phone:
E-mail:
Process Service Company
Provider:
Address:
Phone:
E-mail:
Post Office or Other Mail Service Box
Provider:
Box Number:
Address:
Phone:
E-mail:
Post Office or Other Mail Service Box
Provider:
Box Number:
Address:
Phone:
E-mail:
Key Holder/Signatory:
Address:
Phone:
E-mail:
Other Key Holder/
Signatory:
Address:
Phone:
E-mail:
Safety Deposit Boxes
Institution:
Box Number:
Address:
Phone:
Key Holder/Signatory:
Address:
Phone:
E-mail:
Other Key Holder/
Signatory:
Address:
Phone:
E-mail:
Items Stored:
Off-Site Storage
Provider:
Locker Number:
Address:
Phone:
E-mail:
Key Holder:
Address:
Phone:
E-mail:
Other Key Holder:
Address:
Phone:
E-mail:
Items Stored:
Leases and Maintenance Contracts
Item:
Lessor/Vendor:
Address:
Phone:
E-mail:
Lease/ Contract
Expiry Date:
Item:
Lessor/Vendor:
Address:
Phone:
E-mail:
Lease/ Contract
Expiry Date:
Item:
Lessor/Vendor:
Address:
Phone:
E-mail:
Lease/ Contract
Expiry Date:
Service Providers and Suppliers
Provider/Supplier:
Address:
Phone:
E-mail:
Website:
Provider/Supplier:
Address:
Phone:
E-mail:
Website:
Provider/Supplier:
Contact Person:
Address:
Phone:
E-mail:
Website:
Professional Liability Insurance - Primary Coverage
Insurer:
Policy number:
Address:
Phone:
E-mail:
Website:
Professional Liability Insurance - Excess Coverage
Insurer:
Policy number:
Address:
Phone:
E-mail:
Website:
Business or Commercial Insurance
Insurer:
Policy number:
Address:
Phone:
E-mail:
Website:
Life Insurance
Insurer:
Policy number:
Address:
Phone:
E-mail:
Website:
Health or Disability Insurance
Insurer:
Policy number:
Address:
Phone:
E-mail:
Website:
Extended Health Care Insurance
Insurer:
Policy number:
Address:
Phone:
E-mail:
Website:
Licensed to Provide Legal Services in Other Jurisdictions
Jurisdiction:
Member/
Licence number:
Address:
Phone:
E-mail:
Website:
Jurisdiction:
Member/
Licence number:
Address:
Phone:
E-mail:
Website:
Jurisdiction:
Member/
Licence number:
Address:
Phone:
E-mail:
Website:
Other Professional Memberships
Association/
Organization:
Member/
Licence Number:
Address:
Phone:
E-mail:
Website:
Association/
Organization:
Member/
Licence Number:
Address:
Phone:
E-mail:
Website:
Association/
Organization:
Member/
Licence Number:
Address:
Phone:
E-mail:
Website:
Professional Corporation Information
Corporate Name:
Date Incorporated:
Lawyer for
Corporation:
Address:
Phone:
E-mail:
Location of Certificate
of Incorporation and
Certificate of Authorization:
Location of Corporate
Minute Book and Seal:
Location of Corporate
Tax Returns:
Limited Liability Partnership Information
Date Partnership
Formed:
Partner(s):
Lawyer for
Partnership:
Address:
Phone:
E-mail:
Location of Partnership
Agreement:
Multi-Discipline practice or Multi-Discipline Partnership Information
Date Practice
Arrangement Formed:
Non-licensee(s):
Lawyer for Practice
Arrangement:
Address:
Phone:
E-mail:
Location of Practice
Arrangement Agreement:
Affiliation Information
Date Practice
Arrangement Formed:
Non-licensee(s):
Lawyer for Practice
Arrangement:
Address:
Phone:
E-mail:
Location of Practice
Arrangement Agreement:
Other Important Contacts
Name:
Address:
Phone:
E-mail:
Reason for
Contact:
Name:
Address:
Phone:
E-mail:
Reason for
Contact:
Name:
Address:
Phone:
E-mail:
Reason for
Contact: