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Free templates and checklists for attorney IOLTA trust accounting compliance. Download and use immediately.

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Excel (.xlsx)

IOLTA Three-Way Reconciliation Template

A complete Excel workbook for performing the monthly three-way trust account reconciliation bar rules require. Includes the reconciliation form (all 3 legs), a per-client ledger tracker, and step-by-step instructions.

  • ✓Monthly three-way reconciliation form — Legs 1, 2 & 3
  • ✓Per-client matter ledger with running balance
  • ✓Auto-calculated totals — fill in the blue cells
  • ✓Signature block for supervising attorney
  • ✓Instructions included
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PDF · Printable

IOLTA Trust Account Audit Checklist

A printable one-page checklist covering everything bar examiners look for in an IOLTA trust account review. Six sections, 30+ checkboxes. Use it monthly to stay audit-ready, or before a scheduled bar examination.

  • ✓Monthly reconciliation records
  • ✓Client / matter ledger requirements
  • ✓Bank statements & supporting documents
  • ✓Record retention requirements
  • ✓What bar examiners typically request
  • ✓State-specific requirements reminder
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