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A GUIDE TO SETTING UP AND USING YOUR LAWYER TRUST ACCOUNTPublished by2016Oregon State Bar Professional Liability Fund 16037 S.W. Upper Boone's Ferry Road, Suite 300 Tigard, Oregon 97224 P.O. Box 231600

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What is using your lawyer trust?

A lawyer trust account is used to hold client funds separate from an attorney's personal or business accounts.

Who is required to file using your lawyer trust?

Attorneys who hold client funds in trust are required to file using a lawyer trust account.

How to fill out using your lawyer trust?

To fill out using your lawyer trust, attorneys must record all transactions involving client funds, keep detailed records, and reconcile the account regularly.

What is the purpose of using your lawyer trust?

The purpose of using a lawyer trust account is to protect client funds and ensure they are not commingled with an attorney's personal funds.

What information must be reported on using your lawyer trust?

Attorneys must report all transactions involving client funds, including deposits, withdrawals, and transfers.

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