PERSONAL & CORPORATE BUSINESS AFFAIRS CHECKLISTS
These lists are samples and are intended to assist in evaluating the ongoing legal, financial, insurance and general business health of an individual or organization. The purpose of a checklist is to assess current conditions and coordinate and plan for the future.
The lists are not intended to be all inclusive nor are they to be considered specific legal advice. Each client's specific needs and circumstances will vary and ongoing assessments must be tailored more comprehensively for each client.
*These files are in Adobe Acrobat (.pdf) format. If you do not already have the free Acrobat Reader installed, you may download it here.