Trust accounting isn’t the most exciting part of running a law firm, but in California, it’s critical. Small mistakes with client funds can trigger audits or discipline.
If you’ve ever double-checked bank statements or questioned your reconciliations, attorney Jordan Turk’s free, California-specific eBook breaks down IOLTA, three-way reconciliation, and CTAPP requirements for firms without a trust accounting team.
Download the guide:
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What an IOLTA account is (and how it works in CA)
How to manage your trust accounts (CTAPP)
Your ethical duties under California rules
The most common trust accounting mistakes
Recordkeeping and reconciliation best practices
Download the guide
