Contact

Email help@ioltawise.com. There is no form and no account.

Please include

• The page address.
• Your state. Trust account rules differ from one jurisdiction to the next.
• For a rule that changed, the citation or a link to the court or bar page that shows it.

What IOLTAwise can't do

It can't advise on your firm's account, a discrepancy you are investigating, or a grievance. Your state bar's ethics hotline, a lawyer who practices professional responsibility law, or a CPA who works with law firms can.

Please don't send client names or account details by email.

Accessibility

Pages aim to meet WCAG 2.2 AA. If a page or worksheet doesn't work with your device or assistive technology, email the page address and what happened.