It does not take an accounting degree or an expensive computer system to efficiently and ethically maintain a trust account. All it takes is the ability to add and subtract (calculators are encouraged!) and the tenacity to record every detail of every transaction every time.
In this hands-on seminar you will learn how to:
- decide what funds go into your trust account - properly record each transaction - keep appropriate records - perform the mandatory monthly three-way reconciliation - disburse funds - accept credit cards
Lawyers and staff with a trust account should attend this seminar.
Faculty: Daniel Fitzpatrick, Practice Management Advisor/Attorney, State Bar of Arizona Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
Handouts
TrustAcct-Hands on-Manual (Dec. 2022).pdf
(30 MB)
91 Pages
Available after Purchase
three-wayreconciliationworksheet.docx
(18 KB)
Available after Purchase
Bank Statement.doc
(52 KB)
2 Pages
Available after Purchase
Ledger Template.xls
(158 KB)
1 Pages
Available after Purchase
TrustAcct-PowerPoint with Answers.pdf
(29 MB)
100 Pages
Available after Purchase
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