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Appendix 13 - Office List of Contacts

Paralegal's Personal Information

Name:                                                                                                                                                  
Date of birth:                                                                                                   
Social Insurance Number:                                                                    
Office Address:                                                                                                                                   
                                                                                                                                                            
Phone:                                                                                                 
Fax:                                                                                                     
E-mail:                                                                                                  
Home Address: 

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: 

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:                                                                                                                                       
                                                                                                                                                            

Mixed Trust Account(s)

Institution:                                                                                                                                            
Account Number:                                                                                                                                 
Address:        
Phone:                                                                                                                                      

Other Signatory:                                                                                                                                     
Address:  
Phone:                                                                                                 
E-mail:     
Institution:                                                                                                                                            
Account Number:                                                                                                                                 
Address:       
Phone:       

Separate Trust Account(s)

Institution:                                                                                                                                            
Account Number:                                                                                                                                 
Address:        
Phone:                                                                                                                                      

Other Signatory:                                                                                                                                     
Address:  
Phone:                                                                                                 
E-mail:     
Institution:                                                                                                                                            
Account Number:                                                                                                                                 
Address:       
Phone:       

General Account(s)

Institution:                                                                                                                                            
Account Number:                                                                                                                                 
Address:        
Phone:                                                                                                                                      

Other Signatory:                                                                                                                                     
Address:  
Phone:                                                                                                 
E-mail:     
Institution:                                                                                                                                            
Account Number:                                                                                                                                 
Address:       
Phone:                                                            

Business Credit Cards and Lines of Credit

Institution:                                                                                                                                            
Account Number:                                                                                                                                 
Address:        
Phone:                                                                                                                                      

Other Signatory:                                                                                                                                     
Address:  
Phone:                                                                                                 
E-mail:     
Institution:                                                                                                                                            
Account Number:                                                                                                                                 
Address:       
Phone: 

Process Service Company

Provider:                                                                                                                                              
Address:     
Phone:                                                                                                 
E-mail:                                                                                                                                               

Post Office or Other Mail Service Box

Provider:                                                                                                                                              
Box Number:                                                                                                                                        
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:                                                                                        

Service Providers and Suppliers

Provider/Supplier:                                                                                                                                
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:                                                                                                                                                         

Other Professional Memberships

Association/
Organization:                                                                                                                                      
Member/Licence Number:                                                                                
Address:      
Phone:                                                                                                 
E-mail:                                                                                                  
Website:   
Association/
Organization:                                                                                                                                      
Member/
Licence Number:                                                                                
Address:                                                                                              

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:                                                                                                                                              

Terms or Concepts Explained