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Common questions

How do I file a complaint against my lawyer or a lawyer referral service?

If you believe your lawyer has done something wrong, you can file a complaint with the State Bar. Complaints may be submitted online or by mail. If you have questions or need assistance in completing the form, call the State Bar’s Attorney Complaint Hotline at 800-843-9053. For more information on reporting a lawyer to the State Bar and handling other problems, read the legal guide If You Have a Problem with an Attorney.

If you have a complaint about a certified or uncertified LRS, you can file a complaint against the service with the State Bar. In order to promote public protection, the State Bar will review your complaint to determine if the LRS has violated Business and Professions Code Section 6155 and State Bar Rules.

For more information on certified lawyer referral services, contact LRS@calbar.ca.gov.

When are the annual fees due?


The due date is by March 30, or the next business day if that date falls on a weekend or holiday, each year during the annual license renewal process. The 2025 annual deadline is April 1, 2025. If you miss the deadline, you will be charged a penalty ($103 for active attorneys, $31 for inactive attorneys).

What activities qualify for general MCLE credit?

Activities that qualify for general MCLE credit must: (1) relate to legal subjects that are directly relevant to California attorneys, and (2) offer current, significant educational, professional, or practical content with the specific objective of increasing each participant’s professional competency as an attorney. Programs created primarily for nonattorney audiences (for example, general public, clients, or business staff) do not qualify and will not be approved for general MCLE credit. More on Standards for MCLE activity Approval.

What is IOLTA?

IOLTA stands for Interest on Lawyers’ Trust Accounts. Attorneys deposit client funds that they plan to hold briefly, or that are too small to earn interest for the client, into larger shared accounts. Over 73,000 attorneys make deposits in approximately 49,000 IOLTA accounts in California. As of September 2019, IOLTA accounts hold nearly $5 billion. Any interest earned on these accounts is paid by financial institutions to the State Bar, which in turn distributes those funds as grants to qualified nonprofit civil legal organizations throughout the state.

Refer to the State Bar’s IOLTA FAQ page for more information.

All Help Topics

Do I have to disclose my divorce or dissolution? Do I have to disclose a class action suit to which I was a party?

Yes. The moral character application requires disclosure of all civil actions, including but not limited to divorce, dissolution, and class action cases in which you were a named plaintiff or defendant.

How do I obtain law enforcement and criminal court records that I am required to submit with my application?

Contact the citing or arresting agency to obtain a copy of a law enforcement report and contact the court where the related proceedings were held to obtain a copy of the charging document, court docket, and judgment (please see Form 2 for the complete list of required documents). You must contact each agency to determine whether records may be requested or obtained online, in person, or through the mail. The identity of the citing or arresting agency may sometimes be found in related court documents. The prosecutor’s office, such as the District Attorney or City Attorney, may be able to assist in identifying the court in which certain proceedings were held.

How will a military discharge “under” or “other than” honorable conditions or a “dishonorable” discharge affect a moral character determination?

A nonjudicial punishment, court-martial, resignation in lieu of court-martial, administrative discharge, or a discharge that is not “honorable” may be relevant to a moral character determination, but it does not automatically exclude an applicant for admission to practice law in California.

Do I have to disclose my current employer or a potential place of employment in the moral character application?

You must disclose your current employer, even if it is not law-related, and you have not been there for at least six months.

You are not required to disclose to a potential employer. The moral character application requires you to disclose any employment, past or present, lasting more than six months, and any law-related employment, regardless of its duration. 

If you obtain new employment while your moral character application is pending or after you have received a positive moral character determination, but before you take the attorney’s oath, you must provide the new employment information to the State Bar within 30 days.

How long must I have resided at a particular location for the residence to be reportable on the moral character application?

You must disclose all residences for the past eight years, regardless of how long you resided at the location.

Will I receive immediate confirmation that the document or comment I posted to my moral character application was received?

No. However, you can view the documents you have successfully uploaded to your case in the Applicant Portal. You will receive confirmation once staff reviews the information.

1.5 What measures are the State Bar taking to ensure the information reported for CTAPP is secure?

The State Bar takes reasonable precautions and has security measures in place to protect the personal information we collect and maintain against loss, unauthorized access, use, modification, or disclosure. We take the following measures to secure the information that is stored within our applications: 

  • Protecting the security of individuals’ personal information during transmission by using encryption protocols and software.
  • Storing personal information in secure locations in an encrypted format.
  • Ensuring staff is trained on procedures for the management and release of personal information. This information can only be accessed by staff whose work requires it.
  • Conducting periodic audits to ensure that proper information management policies and procedures are being followed.

2.8 I don’t handle entrusted funds. Do I have to report?

If you do not maintain a trust account, a trust account is not maintained on your behalf, and you do not need a trust account because you are not responsible for complying with any of the requirements or prohibitions in rule 1.15—other than the disclosure and agreement requirements in rule 1.15(b) pertaining to depositing a flat fee paid in advance into a lawyer’s or law firm’s operating account—you can answer “no” to the Screening Question: “At any point during the reporting period of January 1, 2025–December 31, 2025, or, if you are a new licensee who must pay your initial license fees pursuant to rule 2.12 of the Rules of the State Bar, from your date of admission through the following December 31, 2025, or the due date for payment of fees, whichever is earlier, were you responsible for complying with any of the requirements or prohibitions governing the safekeeping of funds of clients and other persons under rule 1.15 of the California Rules of Professional Conduct?” After submitting that response and declaring the information is true, your compliance with CTAPP will be deemed complete.

If your practice does not require a client trust account, you do not need to open one to report it to the State Bar as part of the CTAPP requirements. If you have questions about using trust accounts, including whether you are responsible for complying with any of the requirements or prohibitions in rule 1.15 or whether you need a trust account, please contact the State Bar’s Ethics Hotline research service at 800-238-4427 (toll-free in California). The Ethics Hotline might be able to provide helpful citations and resource references. The Ethics Hotline cannot provide legal advice, nor tell you how to comply with any of the CTAPP requirements, including the self-assessment.

3.1.2 Am I responsible for complying with any of the requirements or prohibitions governing the safekeeping of funds of clients and other persons under rule 1.15 of the California Rules of Professional Conduct?

A lawyer who has no responsibility to comply with any of the requirements or prohibitions in rule 1.15 and a lawyer who is responsible for complying only with the disclosure and agreement requirements in rule 1.15(b) pertaining to depositing a flat fee paid in advance into a lawyer’s or law firm’s operating account, can comply with their reporting requirements by answering “no” to the screening question as to whether they were responsible for complying with any of the requirements or prohibitions governing the safekeeping of funds of clients and other persons under rule 1.15 of the California Rules of Professional Conduct and thereafter submitting their declaration. Lawyers who have no such responsibilities include:

  • A government lawyer-employee who is not responsible for the safe keeping of entrusted funds;
  • An in-house counsel who is employed by their client and does not receive or hold client funds or funds entrusted by others;
  • Law professors who do not represent clients that involve any entrusted funds and do not otherwise receive or hold entrusted funds;
  • A lawyer in a large firm who only performs document review, has no interaction with any clients, and has no responsibilities to carry out any of the duties under rule 1.15;
  • A lawyer who bills for fees and costs after completion of the work and therefore does not take advance fees and their practice does not involve the receipt of any other funds in which a client or third party has an interest (e.g., client settlement funds, etc.); and
  • A lawyer who does not receive or hold any entrusted funds except for flat fees paid in advance and properly deposited into a lawyer’s or law firm’s operating account in accordance with the disclosure and agreement requirements in rule 1.15(b) of the Rules of Professional Conduct.

3.3.5 How do I edit an existing account?

Please check column 2 (Application Type) of the Step 2 account grid. If the account was registered through Agency Billing you can only update the Account Connection to “Disassociated/Added in Error.” To do so, please see FAQ 3.3.4. For all other changes, including adding a balance, firm name changes, etc., please contact your firm administrator. 

If your account was previously registered as a “Ind. CTA or Non-CA IOLTA” account type, you will be required to update your account type to “IOLTA,” “non-CA IOLTA,” or “non-IOLTA.” 

If you were not previously required to provide an open date, you will be required to provide the open date for each of your registered accounts. 

If the account was registered through My State Bar Profile, you can edit some details of an existing account. To do so, you should:

  1. Locate the account you wish to disassociate in your list of accounts.
  2. Click on the plus sign (+) on the right-hand side of the screen to expand options.
  3. Select the “Edit Balance,” “Update Connection,” “Update Account Type,” “Edit Close Date,” “Edit Open Date,” or “Edit Firm Name” tab depending on what information you want to update.
  4. Update the information.
  5. Click the “Save” button.

4.4 I have an IOLTA account outside California. In question 2 of the Step 3 (Self-Assessment), how can I affirm that any funds held in a California IOLTA account are maintained in an IOLTA-eligible institution identified on the State Bar of California’s website if the account is held outside California by an institution that is not on the approved list?

Under Business and Professions Code section 6212, attorneys that established an IOLTA account pursuant to subdivision (a) of Business and Professions Code section 6211, may hold IOLTA accounts only at eligible financial institutions. Rule 1.15(a) of the California Rules of Professional Conduct generally requires that trust accounts for California clients be maintained in California. You are permitted to hold client funds in an IOLTA account outside California if your client is from somewhere other than California or if your California client has a substantial relationship with the other jurisdiction and has provided written consent. If your practice meets those criteria and you do not have a California IOLTA, you may select “I do not have a California IOLTA” as your response.

Does serving on the board of a legal aid organization count as pro bono legal services?

For purposes of this reporting requirement, board service for a legal aid nonprofit would qualify because all board work with such an organization is enabling the delivery of legal services to the indigent (since these organizations primarily serve indigent California residents). Please note that some legal aid providers and other nonprofits for which attorneys provide pro bono legal services may also ask attorneys to report pro bono hours, but the definition for pro bono legal services may vary for their purposes. Attorneys should confirm definitions with the entity before reporting pro bono hours to the entity.  

I work in a law office or judge’s chamber. Does my work qualify as legal study under the LOS Program?

No. Working in a law office or judge’s chambers is insufficient to get credit for legal study under the LOS Program.

How do I know when I am eligible to take the FYLSX?

An applicant becomes eligible to take the FYLSX after completion of their first year of law study. If your second session, which completes the first year, ends prior to the final eligibility deadline for the current FYLSX, you are strongly encouraged to apply for the FYLSX, as it will be considered your first eligible administration in the calculation of your legal study credit.

The final eligibility deadline is two weeks prior to the exam. All deadlines for the FYLSX can be found on our First-Year Law Students’ Examination webpage.

The course is stuck on a particular screen and won’t proceed or progress from that point.

Make sure that you have completed all interactive elements on the screen. The “NEXT” button will only activate once all of the screen elements have been completed. In addition, please allow the screen seek bar to progress on its own. If you manually drag it to complete the course, the “NEXT” button may not activate properly.

After completing a course, will I be able to access the course, my completion certificate, and the resource materials for that course?

Yes, however, access to a course completion certificate and resource materials for a course that you have completed will be available for only 30 days from the date of completion.

What payment methods are accepted on E-Bill Express?

E-Bill Express accepts debit cards, credit cards, and ACH payments.

Is there a limit on the number of times I can appear as PHV?

Rule 9.40 of the California Rules of Court does not set a limit on the number of appearances an out-of-state attorney may make as PHV. However, the court determines if the applicant is ineligible for PHV due to multiple appearances.  

Does provisional licensure automatically terminate upon issuance of an adverse moral character determination?

No. The license is suspended to give the PLL the opportunity to contest the determination. If no request for review or appeal is timely filed, the provisional license is terminated. If a request for review or appeal is timely filed, the provisional license will remain suspended until the final outcome, unless the provisional license is terminated as a result of other factors (such as failing to timely meet other program requirements). 

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