IOLTAs and Bank Closures
Recent news about bank closures have created anxiety among lawyers, particularly relating to client trust accounts (IOLTAs). Click here for information and some important reminders about how FDIC insurance works with regard to client trust accounts. Have more questions? Call Practice 2.0's free and confidential trust account helpline, 602-340-7305.
Electronic Banking and Trust Accounts
Have questions about whether you can use electronic banking services, particularly during this time of social distancing? Check our newest guidance on using electronic banking services. If you have questions, please call our Trust Account Helpline, 602-340-7305.
Trust Account Helpline
If you have questions about setting up or managing your trust account call the Trust Account Helpline at 602.340.7305 or email firstname.lastname@example.org. Calls are free and confidential. Free, confidential 30-minute consultations are also available by phone, webcast (Go To Meeting) or at the State Bar of Arizona offices.
Trust Accounting Reference Materials
Trust Account Basics - some quick FAQs to get you started
List of Approved Financial Institutions - These banks are authorized to hold IOLTA accounts
Trust Account Forms
You will need these forms when you open, close or change your IOLTA account
Notification to Financial Institution (PDF) (Word)
Arizona IOLTA Enrollment/Change Form (PDF) (Word)
Instructions for Attorney Enrollment/Change Form
For administrative forms, click here.
Trust Accounting CLEs
Check our CLE catalog and calendar for trust accounting seminars that offer CLE credit. Seminars are available live in-person or webcast, and in our OnDemand catalog.