Colorado IOLTA account requirements are detailed in Rule 1.15 of The Colorado Rules of Professional Conduct.

• PDF
• The Colorado Rules of Professional Conduct – website based

Colorado Lawyer Trust Account Foundation COLFAT

• Collects and disburses interest earned on Colorado IOLTA accounts.
• CO...

We use the below resources when managing California IOLTA accounts.

California IOLTA account requirements are regulated by Rule 4-100 of the California Rules of Professional Conduct.

We also use the Handbook on Client Trust Accounting for California Attorneys.

We use the below resources when managing Arizona IOLTA accounts.

Arizona State Bar – Law Office Management Assistance (LOMAP)

Website

State Bar of Arizona – Client Trust Accounting for Arizona Attorneys Manual

Under Arizona Supreme Court Rule 43 – Guidance on IOLTA Trust Accounting – PDF

Connecticut IOLTA trust accounting rules are detailed in Connecticut Practice Book, Rules of Professional Conduct, Rule 1.15.

Section 1.15.J requires the following items

General Ledger J.1 – Chronological report of all deposits and withdrawals from the trust account with a running balance.

Client...