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Appendix 3 - Office List Of Contacts (needs a paralegal version - this is for lawyers)

Lawyer's Personal Information

Name:

Date of birth:

Social Insurance Number:

Office Address:

Phone:

Fax:

E-mail:

Home Address:

Phone:

E-mail:

Lawyer's Spouse or Family Contact

Name:

Home Address:

Phone:

E-mail:

Law 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:

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:

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:

Estate Account(s)

Client/File Number:

Institution:

Account Number:

Address:

Phone:

Other Signatory:

Address:

Phone:

E-mail:

Client/File Number:

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:

Secure Document Exchange Service

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: LAWPRO®

Lawyers' Professional Indemnity Company

Policy number:

Address: 250 Yonge Street, Suite 3101

P.O. Box 3

Toronto, ON M5B 2L7

Phone: 416-598-5899 or 1-800-410-1013

E-mail: service@lawpro.ca

Website: www.lawpro.ca

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:

Admitted to Practice 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: