Guide to Closing Your Practice for Lawyers - Appendix 13

Law Office List Of Contacts

 

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:                                                                                                   

E-mail:                                                                                                 

Lease/ Contract

Expiry Date:                                                                                       

Item:                                                                                                                                                   

Lessor/Vendor:                                                                                                                                    

Address:                                                                                                                                             

                                                                                                                                                           

Phone:                                                                                                                  

E-mail:                                                                                                   

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: