Trust Account/IOLTA
Do you need a trust account? How do you open or close
a trust account? This document is about trust account
basics: Trust Account Basics
In depth trust account manual covering the rules and
requirements of maintaining an Arizona trust account:
Trust Account Manual
Trust Account Forms
See our webinars
page for additional information on how to open an IOLTA acocunt and
the types of records you need to keep.
If you have trust account questions please call:
Trust Account Hotline 602.340.7305 or iolta@azbar.org
Ethics Hotline 602.340.7284
Tracy L. Ward, Practice Management Advisor with
LOMAP 602.340.7219 or tracy.ward@staff.azbar.org
Free 30-minute consultations available by phone, webcasting (Go
To Meeting) or at the State Bar of Arizona regarding trust account
training.