Next Review Date Tickler to Practice State Yes when added Manager’s Calendar: (Insert Yes when added) Comments: Add Comments, if any LAW FIRM: (Any changes in Firm name should be reflected in this chart) Name Type of Entity INDIVIDUAL ATTORNEY LICENSES (List includes current/active as well as prior/inactive Attorneys) Name NC State Bar NC State Bar NC Bar NC Bar [ABA, Current Malpractice License # Next Association Association Specialization Status: Coverage Renewal Due Membership Next or other] Active or Confirmed # Renewal Due Inactive INDIVIDUAL NOTARY COMMISSIONS (List includes current/active as well as prior/inactive Notaries) Name NC Notary NC Notary Current Commission # Commission Status: Active Next Renewal or Inactive Due INDIVIDUAL PARALEGAL CERTIFICATIONS (List includes current/active as well as prior/inactive Paralegals) Name NC State Bar NC State Bar Current Certification # Next Renewal Status: Active Due or Inactive NOTE: FOR FIRMS WITH ATTORNEYS LICENSED IN MULTIPLE STATES, THE ABOVE POLICIES AND PROCEDURES AND CHECKLISTS SHOULD BE MAINTAINED FOR ALL STATES APPLICABLE. Review/Revision History for All Required Licenses and Registrations: Each time the above information pertinent to Required Licenses and Registrations is:
Next Review Date Tickler to Practice Manager’s Calendar: (Insert Yes when added) State Yes when added Comments: Add Comments, if any LAW FIRM: (Any changes in Firm name should be reflected in this chart) Name Type of Entity INDIVIDUAL ATTORNEY LICENSES (List includes current/active as well as prior/inactive Attorneys) Name NC State Bar License # NC State Bar Next Renewal Due NC Bar Association Membership # NC Bar Association Next Renewal Due [ABA, Specialization or other] Current Status: Active or Inactive Malpractice Coverage Confirmed INDIVIDUAL NOTARY COMMISSIONS (List includes current/active as well as prior/inactive Notaries) Name NC Notary Commission # NC Notary Commission Next Renewal Due Current Status: Active or Inactive INDIVIDUAL PARALEGAL CERTIFICATIONS (List includes current/active as well as prior/inactive Paralegals) Name NC State Bar Certification # NC State Bar Next Renewal Due Current Status: Active or Inactive NOTE: FOR FIRMS WITH ATTORNEYS LICENSED IN MULTIPLE STATES, THE ABOVE POLICIES AND PROCEDURES AND CHECKLISTS SHOULD BE MAINTAINED FOR ALL STATES APPLICABLE. Review/Revision History for All Required Licenses and Registrations: Each time the above information pertinent to Required Licenses and Registrations is:
BP1%20Licensing%20SAMPLE%20POLICIES%20%26%20PROCEDURES%20(Chicago%20Title%204-28-2015).docx