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Indiana Supreme Court Rules of Professional Conduct Rule 1.15Interest on Lawyer Trust Accounts (VOLTA) Handbook Indiana Bar Foundation 615 N. Alabama Street Suite 122 Indianapolis, IN 46204 Telephone:

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How to fill out lawyer trust accounts

01

Step 1: Obtain a lawyer trust account from a bank or financial institution that offers this service.

02

Step 2: Gather all relevant information and documents related to the trust account, including client information, case details, and any applicable court orders.

03

Step 3: Open a separate trust account for each client. This ensures that funds are held separately and prevents commingling of funds.

04

Step 4: Deposit client funds into the appropriate trust account. Keep detailed records of all deposits made, including the source and purpose of each deposit.

05

Step 5: Track all expenses and withdrawals from the trust account. Ensure that each expense can be justified and is directly related to the client's case.

06

Step 6: Regularly reconcile the trust account to identify any discrepancies or errors. This involves comparing the account balance with the records of deposits, withdrawals, and outstanding checks.

07

Step 7: Provide regular reports to clients regarding the status of their trust accounts, including a breakdown of all transactions made.

08

Step 8: Comply with all applicable rules and regulations governing lawyer trust accounts, including record-keeping requirements and reporting obligations.

09

Step 9: Seek professional advice or consult with an accountant or lawyer specializing in trust accounting if you have any questions or need assistance.

Who needs lawyer trust accounts?

01

Lawyers who handle client funds in trust need lawyer trust accounts.

02

Any law firm or individual lawyer entrusted with client funds must establish and maintain lawyer trust accounts.

03

These accounts are especially important for attorneys who handle funds for multiple clients or receive funds in advance for legal services.

04

Lawyers who practice in areas such as real estate, estate planning, family law, and personal injury may frequently use lawyer trust accounts.

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What is lawyer trust accounts?

Lawyer trust accounts are bank accounts used by attorneys to hold client funds separately from the attorney's own funds.

Who is required to file lawyer trust accounts?

Attorneys who handle client funds are required to file lawyer trust accounts.

How to fill out lawyer trust accounts?

Lawyer trust accounts are typically filled out with details of the client funds held, including the client's name, amount of funds held, and purpose of funds.

What is the purpose of lawyer trust accounts?

The purpose of lawyer trust accounts is to protect client funds and ensure they are not commingled with the attorney's personal or business funds.

What information must be reported on lawyer trust accounts?

Information such as client names, funds held, purpose of funds, and dates of transactions must be reported on lawyer trust accounts.

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