The Florida Bar

Trust Accounting

New Rule
Rules Now Require Written Trust Account Plans - Florida Bar News Article, May 1, 2014. PDF document opens in new window

Billing for Professional Fees, Disbursements and Other Expenses, ABA Ethics Formal Opinion 93-379 PDF document opens in new window

Chapter 5, Trust Accounting, The Rules Regulating The Florida Bar Commonly Asked Questions about Trust Accounts

Ethics Opinion 93-2

Forms to Open an IOTA Account

The IOTA Program - The Florida Bar Foundation Website External Link

PRI Trust Accounting and Monthly Reconciliation Forms Using Microsoft Excel FREE from PRI Maintaining a TRUSTworthy Trust Account CLE DVD physical media

Maintaining a TRUSTworthy Trust Account 24/7 CLE online seminar External Link

Maintaining a Trust Account Using Quickbooks book

Trust Account Compliance Certificate Instructions

Unlimited FDIC protection for trust accounts expires
As of January 1, 2013, FDIC Insurance coverage on Lawyer's Trust Accounts has reverted to a limit of $250,000 per client with money in the account. Details on the change and comments from Florida Bar Ethics Counsel are in this January 15 article from the Florida Bar News.
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[Revised: 01-06-2015]