Complimentary Guide

A Complete Guide to Trust Accounts

Trust accounts can be tricky to master but this guide will help.

Confusion and anxiety around trust accounting compliance is a common theme among lawyers and bar executives across the country. The solution? This guide was written exclusively for the non-accountant as a quick-start manual to trust accounts. While accessing this guide won’t turn you into an accountant, it will make you comfortable with the high-level details of managing your clients' trust accounts.

Although not state-specific, this guide will provide information on:

  • Common requirements by many state bars
  • How to open a trust bank account
  • How to reconcile trust accounts
  • Best practices for managing and maintaining a trust