Nevada · Trust Accounting

Nevada IOLTA Trust Account Rules

What Nevada attorneys must do to keep client trust funds compliant — the governing rule, how often you must reconcile, and how long records must be kept.

Nevada Trust Account Requirements at a Glance

Governing rule

Nevada Rules of Professional Conduct 1.15 (Safekeeping property); overdraft notification under SCR 78.5; IOLTA under SCR 217

Reconciliation required

Not specified by rule

Record retention

5 years

Regulator

State Bar of Nevada, Office of Bar Counsel

IOLTA program

Nevada IOLTA Program (Nevada Bar Foundation)

Bank overdraft reporting

Required — banks must notify the regulator

Source: State Bar of Nevada, Office of Bar Counsel . Rules change — always confirm against the current text before relying on it.

Three-Way Reconciliation in Nevada

Nevada's stated reconciliation requirement is: Not specified by rule. A three-way reconciliation compares three totals that must all agree. If they do not, the difference has to be found and resolved before the reconciliation is complete.

1

Adjusted bank balance

Bank statement balance, adjusted for outstanding checks and deposits in transit.

2

Trust register balance

Your internal trust account register as of the same date.

3

Sum of client ledgers

The total of every individual client ledger balance on that date.

For a full walkthrough of the procedure, common violations, and what examiners look for, see our IOLTA compliance guide.

What Nevada Attorneys Must Keep, and for 5 Years

Nevada requires trust account records to be retained for 5 years. In practice that means keeping:

This page is a summary, not legal advice. IOLTA Guard is not a law firm. Confirm current requirements with the State Bar of Nevada, Office of Bar Counsel — rules change, and your obligations as the attorney of record are yours alone.

Trust Account Rules in Other States

View all states →

Stay Compliant with Nevada Trust Account Rules

IOLTA Guard automates three-way reconciliation, blocks negative client ledgers, and keeps the audit trail Nevada attorneys are expected to maintain.

Browse trust account rules by state