Information and documents requested for initial meeting.
This information is necessary to give accurate counsel.
- Names and contact information for Pastor, deacons, trustees,
treasurer, and church clerk.
- Constitution and Bylaws.
- Current Financial Statements.
- Articles of Incorporation.
- Clerks records of business meetings
Documents and information needed when Church Care is retained.
- Deed to properties.
- Property surveys.
- Bank records.
- Utility company account information.
- Current liabilities.
- Outstanding mortgages or loans.
- Property Insurance and agent information.