Ready to make the switch?

When it comes to properly handling trust accounts firms must be aware of the types of funds that can be kept in a trust and those that cannot. Settlement funds, unearned income, judgment funds, and third-party funds can all be kept in trust accounts. Personal funds, earned income, payroll, and any funds that the attorney is not the fiduciary trustee should not be kept in a trust account. Learn more about how three-way reconciliation reports can solve your trust audit worries. Notice: JavaScript is required for this content.No Fields Found. var formDisplay=1;var nfForms=nfForms||[];var form=[];form.id='31_1';form.settings={"ninjaForms":"Ninja Forms","changeEmailErrorMsg":"Please enter a valid email address!","changeDateErrorMsg":"Please enter a valid date!","confirmFieldErrorMsg":"These fields must match!","fieldNumberNumMinError":"Number Min Error","fieldNumberNumMaxError":"Number Max Error","fieldNumberIncrementBy":"Please increment by ","fieldTextareaRTEInsertLink":"Insert Link","fieldTextareaRTEInsertMedia":"Insert Media","fieldTextareaRTESelectAFile":"Select a file","formErrorsCorrectErrors":"Please correct errors before submitting this form.","formHoneypot":"If you are a human seeing this field, please leave it empty.","validateRequiredField":"This is a required field.","honeypotHoneypotError":"Honeypot Error","fileUploadOldCodeFileUploadInProgress":"File Upload in Progress.","fileUploadOldCodeFileUpload":"FILE UPLOAD","currencySymbol":"$","fieldsMarkedRequired":"Fields marked with an * are required","thousands_sep":",","decimal_point":".","siteLocale":"en_US","dateFormat":"m\/d\/Y","startOfWeek":"1","of":"of","previousMonth":"Previous Month","nextMonth":"Next Month","months":["January","February","March","April","May","June","July","August","September","October","November","December"],"monthsShort":["Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec"],"weekdays":["Sunday","Monday","Tuesday","Wednesday","Thursday","Friday","Saturday"],"weekdaysShort":["Sun","Mon","Tue","Wed","Thu","Fri","Sat"],"weekdaysMin":["Su","Mo","Tu","We","Th","Fr","Sa"],"recaptchaConsentMissing":"reCaptcha validation couldn't load.","recaptchaMissingCookie":"reCaptcha v3 validation couldn't load the cookie needed to submit the form.","recaptchaConsentEvent":"Accept reCaptcha cookies before sending the form.","embed_form":"","currency_symbol":"","title":"","beforeForm":"","beforeFields":"","afterFields":"","afterForm":""};form.fields=[];nfForms.push(form); Ready to make the switch?Start a 10-day Free Trial of CosmoLexTry For FreeSee CosmoLex in action!Schedule a Personalized Demo NowTry For Freedocument.getElementById('demo_btn').onclick = function changeContent() { //console.log('working!'); Calendly.initPopupWidget({url: 'https://calendly.com/cosmolex-schedule/external'});return false;}