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Client Ledger Rule 1.15(a)(2) A separate page for each client/matter showing chronologically all receipts, disbursements and balances for each client/matter. TRUST ACCOUNT CLIENT LEDGER PAGE Name
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What is trust account client ledger?
The trust account client ledger is a detailed record of all client funds held in trust by a lawyer or law firm.
Who is required to file trust account client ledger?
Lawyers and law firms who hold client funds in trust are required to file the trust account client ledger.
How to fill out trust account client ledger?
Trust account client ledgers must be filled out accurately and include detailed information about each client's funds held in trust.
What is the purpose of trust account client ledger?
The purpose of the trust account client ledger is to track and report on all client funds held in trust in order to protect and account for client funds.
What information must be reported on trust account client ledger?
The trust account client ledger must include information such as client names, amounts held in trust, dates of deposits and withdrawals, and purpose of funds.
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