Comply-Ease
Comply-Ease
Are you following all your bar rules regarding the Safekeeping of Property for your trust account?
In addition to making sure your IOLTA is accurate, did you know there are other rules regarding how long and what documents you need to store? Rule 1.15 of your bar association goes into detail as to what things you need to save and how often three-way reconciliations must be performed. Some states require front and back copies of checks, some states require you to save bank statements for 5 years (and you can’t always get those online that far back). Click on your state below to download a checklist of your bar rules regarding how your state requires you to handle the IOLTA account documentation.
Click on your state below to download a checklist of your bar rules:
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Bookkeeping Services
As a solo practitioner or small law firm owner, you have more important things to do with your time than manage your books. My team and I take care of your books for you, so you can get back to doing what you really love, practicing law.
Let's Work Together
As a solo practitioner or small law firm owner, you have more important things to do with your time then manage your books. My team and I take care of your books for you, so you can get back to doing what you really love, practicing law.
