Trust Accounting by Jurisdiction

IOLTA Trust Account Rules by State

Trust accounting duties are consistent in substance across the country, but the rule number, reconciliation cadence, and retention period vary. Find the requirements for your jurisdiction.

Select your state

Each guide cites the governing rule and links to the regulator so you can verify it against the current text.

These guides are summaries, not legal advice. IOLTA Guard is not a law firm. Rules change — always confirm current requirements with your state bar or disciplinary authority before relying on them.

Built for Trust Accounting in Every State

Automated three-way reconciliation, per-client ledgers that cannot go negative, and an audit trail your bar expects — wherever you practice.