Trust Account Compliance for Subscription-Based Legal Services: What You Need to Know Add Your Heading Text Here Subscription-based legal services are transforming the way law firms […]
Trust Account Guidelines for Multistate Practices: Staying Compliant Across Jurisdictions For law firms operating in multiple states, trust account compliance becomes significantly more complex. Each jurisdiction […]
Maintaining Client Trust Through Account Transparency Trust is the foundation of any successful attorney-client relationship. Clients expect their funds to be handled with care, accuracy, and […]
Trust Account Audits: What Lawyers Should Know & How to Prepare A trust account audit can be one of the most stressful experiences for an attorney—especially […]
California IOLTA Requirements: A Comprehensive Guide for Attorneys California has strict requirements when it comes to handling client funds, and one small mistake could result in […]
Ethical Implications of Mismanaging Trust Accounts: The Professional & Legal Consequences Trust accounts exist to protect client funds, and mismanaging them—even accidentally—can have serious ethical and […]
Closing a Trust Account: Steps for Compliance & Avoiding Penalties 🚨 Closing a trust account isn’t as simple as withdrawing the balance and shutting it down. […]