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California Trust Accounting Rules Explained
Trust accounting in California plays a critical role in ensuring fiduciaries, including attorneys and trustees, manage client and...
Aug 4, 20256 min read


State-by-State Guide: IOLTA Rules and Interest Handling for Law Firms
Interest on Lawyers’ Trust Accounts (IOLTA) programs play a critical role in the legal profession by ensuring that interest earned on...
Aug 3, 20256 min read


How to Get Money Out of a Trust Fund Early
Trust funds are established to manage and protect assets for beneficiaries, often with specific terms dictating when and how the funds...
Jul 31, 20257 min read


Attorney Trustees and Probate Code 16063
Attorney trustees play a crucial role in managing trust assets and ensuring that the intentions of the trustor are honored. However, with...
Jul 30, 20257 min read


A Trust Account: Definition and Setup
Trust accounts play a crucial role in the legal and financial industries, serving as a secure means to hold funds on behalf of clients or...
Jul 29, 20257 min read


Trust Bookkeeper: When & Why You Need One
Managing client trust accounts is one of the most critical responsibilities for law firms. These accounts hold client funds separately...
Jul 28, 20257 min read


Attorney Trust Accounting Software: Top Picks
Attorney trust accounting is a critical aspect of law firm management, ensuring that client funds are handled with the utmost integrity...
Jul 27, 20256 min read


California Trust Accounting Rules Explained
Trust accounting is a critical aspect of legal practice management, especially for attorneys in California who handle client funds....
Jul 24, 20256 min read


Where Must Trust Accounts Be Secured?
Trust accounts play a critical role in the fiduciary responsibilities of legal professionals, real estate agents, and other fiduciaries....
Jul 23, 20256 min read


Trust Account Requirements Explained
Trust accounts play a pivotal role in the legal profession, serving as a safeguard for client funds and ensuring ethical handling of...
Jul 22, 20256 min read


Journal Entries & Accurate Reporting for Law Firms
Accurate financial reporting is the backbone of any successful legal practice. Beyond simply tracking income and expenses, it ensures...
Jul 21, 20256 min read


Avoid These Common Law Firm Journal Entry Errors
Maintaining accurate journal entries is a cornerstone of effective financial management in law firms. These entries not only ensure...
Jul 18, 20256 min read
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