Trust Account/IOLTA

Trust Account Basics Do you need a trust account?  How do you open or close a trust account?  Get basic information.

Trust Account Manual The in-depth trust account manual was updated in 2014 covering the rules and requirements of maintaining an Arizona trust account.

Trust Account Forms Click to go to our Forms page.

What banks are authorized in Arizona to hold IOLTA accounts?

For a complete list of authorized banks, click here.

Need more information? 

View webinars about opening an IOLTA account and the types of records you need to keep. To view a webinar, click on the link:

Opening an IOLTA Account in Arizona:  10 Things You Need to Know, LOMAP Lunch & Learn 3.8.11  These are the basic items you need to know in order to open an IOLTA account in Arizona.

Get CLE credit while learning about trust accounts!

Check out the CLE presentation on trust accounts and earn credit:

Are you prepared to show your trust account records? Get the inside story: Trust Account Basics for Every Firm 

What's IOLTA all about?

Interest from attorney IOLTA accounts benefits the Arizona Foundation for Legal Services with 100% of the money going to access to justice. IOLTA for Lawyers has forms, FDIC updates, a newsletter and a listing of participating financial institutions. 

Still not sure?

If you have questions about setting up or managing your trust account call the Trust Account Hotline at 602.340.7305 or email iolta@azbar.org

For questions about whether you need a trust account or other ethical issues contact the Ethics Hotline at 602.340.7284.

Free 30-minute consultations available by phone, webcasting (Go To Meeting) or at the State Bar of Arizona regarding trust account training.