Will you send me a reminder before my deadline? Will there be a reminder in My State Bar Profile?
No. The State Bar will not send a reminder before your NAT completion deadline. You are personally responsible for tracking and meeting your deadline.
If you do not complete NAT by your deadline, the State Bar will send you a notice of noncompliance. The notice will explain that you must complete NAT and pay any assessed noncompliance penalty to avoid being enrolled as inactive and becoming ineligible to practice law.
Because NAT is a onetime requirement, it may not appear in the same area of My State Bar Profile as your annual MCLE compliance obligations. Remember to:
Keep your email address and mailing address current with the State Bar,
Review your notifications in My State Bar Profile regularly, and
Complete NAT well before your deadline.
If I miss the deadline, how do I pay the noncompliance penalty?
If you do not complete NAT by your deadline, you will be assessed a noncompliance penalty, which may take up to 90 days to appear in My State Bar Profile. To pay the noncompliance penalty:
Select “Compliance Dashboard” in the top navigation menu.
In the “Annual License Fee Status” section, select “Pay your annual fees.”
Select “Calculate and pay my fees.”
Follow the instructions to pay any outstanding balance.
Even after a noncompliance penalty has been assessed, you are still required to complete NAT. If you do not complete NAT and resolve any assessed fees by the applicable deadlines, you may be enrolled as involuntarily inactive and become ineligible to practice law.
What is the New Attorney Training Program?
The State Bar of California’s New Attorney Training (NAT) Program is a mandatory online training program for all newly admitted California attorneys. It consists of nine State Bar–produced courses covering professional responsibilities and practical skills for practicing law. The courses may be completed in any order and at your own pace.
Topic
MCLE Credit
Attorney as an Officer of the Court—Civility and Pro Bono Legal Services
1.0 hour of Civility
Attorney Communication Duties
1.25 hours of Legal Ethics
Attorney Well-Being: The Bedrock of Competence
1.0 hour of Competence: Prevention and Detection
Attorney-Client Relationships
1.25 hours of Legal Ethics
Conflict Resolution, Interpersonal and Communication Skills, and Technology
0.75 hours of General
Elimination of Bias
1.0 hour of Elimination of Bias
Introduction to Law Practice Management Skills
1.0 hour of General
The Attorney as a Fiduciary of Funds and Property of Clients and Others
1.5 hours of Legal Ethics
The Duty of Confidentiality and Conflicts of Interest
1.25 hours of Legal Ethics
Can I claim MCLE credit for NAT courses?
The State Bar’s New Attorney Training is a separate requirement and is not MCLE. However, you may apply NAT course hours toward your MCLE requirements if you complete the hours during your first MCLE compliance period. (Rule 2.142.) Review your MCLE requirements, including any proportional requirement, to determine whether and how the NAT hours apply to your situation.
When is my deadline to complete NAT?
You must complete NAT by the last day of the month of your one-year anniversary as a State Bar licensee. (Rule 2.141.)
For example, if you were admitted on October 15, your deadline is October 31 of the following year. If you have a question about your deadline, complete the Licensee Records and Compliance Inquiry form.
How do I access the New Attorney Training?
The New Attorney Training Program courses can be accessed through My State Bar Profile. The fee to access all nine courses is $55. Fee waivers are not available.
Locate the e-learning section toward the bottom of the home page, and select “E-Learning Portal.”
On the E-Learning Dashboard’s top navigation bar, select “View Catalog.”
In the search box, type “New Attorney Training.”
Select “Add to Cart” and complete the checkout process.
After you purchase the courses, when you return to the E-Learning Dashboard, select “Not Started” to locate the course you want to start. Then, select the red + button to the right of the course title, and select “Launch.”
Can I get a fee waiver for the course?
No. Fee waivers are not available. The fee to access all nine NAT courses is $55.
Can I request an exemption or time extension?
There are no exemptions from the NAT requirement. (Rule 2.143.)
Time extensions are granted only in rare cases involving documented personal hardship. (Rule 2.144.) If you believe you have a qualifying hardship, submit the applicable State Bar request as soon as possible and ideally before your NAT deadline, if feasible.
Submitting a request does not excuse compliance unless the State Bar grants it. Do not delay beginning or completing NAT while awaiting a decision.
I’m a former Provisional Licensure Program (PLP) participant and was recently admitted. Do I need to take NAT again?
If you completed any portion of NAT while enrolled in the State Bar’s PLP, you are considered to have satisfied that portion of the NAT requirement and do not need to retake it. Make sure you complete all nine NAT courses by the deadline.
Check your E-Learning Portal to confirm that your completed courses are reflected. If a completed course does not appear in your record, contact elearning@calbar.ca.gov for assistance.
As a federal or state employee, am I exempt from completing NAT?
No. Although certain federal or state employees may be exempt from the general MCLE requirement, there are no exemptions from the NAT requirement for new licensees. (Rule 2.143.) You must complete NAT by your one-year admission anniversary deadline.
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.
My Testing Accommodations Application is still pending review. Am I still able to register for an exam?
Yes. The process for requesting testing accommodations is separate from the application to take an exam. You are not required to wait for a determination regarding your testing accommodations to register for an exam, and doing so is not recommended.
How do I change my testing accommodation location?
If you are requesting to change your testing accommodation test center to a different testing accommodation location, you may submit the request through the Applicant Portal or by emailing testing.accommodations@calbar.ca.gov by the test center change request deadline. Space is subject to availability, and it is not guaranteed that your request will be available.
I’m planning to apply for the PLP once the application opens. What should I do in preparation?
In preparation for the PLP application opening on September 1, 2025, you are encouraged to:
• Submit an Application for Determination of Moral Character as soon as possible in the Applicant Portal if you do not have a valid positive moral character determination or a pending moral character application.
• Sign up for the MPRE or ensure you have a passing score on file with the State Bar Office of Admissions. Verify your MPRE status via the status screen in the Applicant Portal.
• Secure a California attorney who is willing to be your Supervising Lawyer and meets the requirements of rule 9.49.
By December 31, 2025, you must have a passing MPRE score on file and either a valid positive moral character determination, or an adverse moral character determination that is pending on administrative review by the Committee of Bar Examiners or on appeal in the State Bar Court. We recommend that you fulfill these requirements as soon as possible.
What professional services can a Provisionally Licensed Lawyer (PLL) provide?
Under rule 9.49, a PLL is allowed to provide a broad array of legal servicesfor clients, including appearing before a court; drafting legal documents,such as contracts, transactional documents, and pleadings; engaging in negotiations and settlement discussions; and providing other legal advice, provided that the work is performed underthe supervision of their Supervising Lawyer. The limits on what a PLL can do, or what needs to be done under direct versus general supervision, are largely left to the Supervising Lawyer to determine based on the readiness of the PLL.
What does it mean to appear as counsel pro hac vice (PHV)?
An out-of-state attorney, who is in good standing in their jurisdiction, and does not live, work, or conduct regular business in California can request permission from a California state court (superior court, Court of Appeal, or Supreme Court) to represent their client as counsel pro hac vice, which is a Latin term meaning "for this occasion." PHV is approved for a particular case, and an active licensee of the State Bar of California must be associated as attorney of record for the case. Please refer to rule 9.40 of the California Rules of Court.
Does the State Bar of California accept PHV renewal applications and fees?
No. All documentation and fees related to a PHV renewal must be submitted to the court and not the State Bar of California. Please contact the court if you have questions regarding PHV renewals.
Who can apply for the Pathway PLP?
Under rule 9.49.1, individuals who scored between 1390 and 1439 on a California Bar Exam administered between July 2015 and February 2020, as determined by the first read score or the final score, may apply so long as they:
Have an active (unexpired) positive moral character determination or have submitted a complete Application for Determination of Moral Character. Whether the application is complete is determined by the State Bar.
Have not received an adverse moral character determination, unless more than two years have elapsed from the date of the final determination. If, when the adverse moral character determination was issued, the Committee of Bar Examiners or the State Bar provided a time frame other than two years for when the participant was eligible to reapply, that other time frame shall control here.
How long do I have to get my application in?
The deadline to submit the Pathway PLP application is December 31, 2023. No applications will be accepted after the deadline. Applicants for the Pathway PLP must have 1) an active positive moral character determination, or 2) have submitted a moral character application that has not resulted in the issuance of an adverse moral character determination. If you have not submitted a moral character application and do not have an active positive determination, you must submit a moral character application no later than December 31, 2023. Please note that your PLP application will not be considered until the moral character application is deemed complete and filed by the State Bar. If you fail to submit a moral character application by December 31, 2023, your PLP application will not be processed.
What happens if someone who is in the Original PLP takes the bar exam but is unsuccessful?
Under the program for 2020 law graduates, PLLs who attempt the bar exam but do not pass it may continue in the Provisional Licensure Program until the program terminates. Furthermore, they are not required to sit for the bar exam. No further extensions of the program are anticipated. By the end of the program, they must have passed the bar exam to continue in the practice of law.
What do I need to know before beginning the online Application for Determination of Moral Character or Application for Extension of Determination of Moral Character?
Please review the information regarding the Moral Character requirement, including the instructions for the Application for Determination of Moral Character and Application for Extension of Determination of Moral Character.
Can I receive a moral character determination before enrolling in law school?
No. You are not eligible to file a moral character application until you commence the study of law and register as a law student with the State Bar. The State Bar has published Moral Character Guidelines that may assist applicants in understanding how their past conduct could impact a moral character determination, which is a prerequisite for admission to the practice of law.
Do I have to disclose a criminal matter that did not result in a conviction because it was dismissed pursuant to a pretrial diversion agreement or a deferred prosecution agreement?
Maybe. You are required to disclose any criminal matter in which you entered a plea of guilty or nolo contendere (no contest), even if the matter ultimately was dismissed pursuant to, for example, a pretrial diversion agreement or deferred prosecution agreement.
Do I have to disclose undergraduate and law school discipline on the moral character application?
Yes. If you have been found to have violated the honor code, conduct code, or other rules governing conduct at an educational institution; or have been warned, dropped, suspended, placed on disciplinary probation, expelled, allowed to withdraw in lieu of discipline, or otherwise subjected to discipline by any educational institution, you must disclose the incident on the moral character application.
Who may provide an attorney reference?
The moral character application requires that at least one of your personal references be an attorney; the attorney may be retired or inactive. If you do not know an attorney who knows you well enough to comment on your character, you may submit the name and contact information of a nonattorney who knows you well enough to complete a questionnaire concerning your character.
Do I have to disclose all past residences, no matter how long ago I resided at a location?
No. You are only required to disclose the addresses of the places you have lived within the past three years, including college and law school residences.
Can I request a copy of my application?
Yes. A copy of your moral character application can be requested by submitting a Service Request Form with the applicable fee as a General Request in the Applicant Portal. Please allow approximately 30−45 days to process the request.
1.3 What are entrusted funds and how must they be handled?
All funds received by a lawyer in connection with legal representation in which a client or a third party has an interest are funds that must be deposited in a trust account. Examples include advances for fees received from clients (until they are earned by the lawyer), funds of others that are being held for disbursement at a later time, personal injury awards, and litigation settlements.
Client and third-party funds must be held in either an IOLTA or non-IOLTA type client trust account. The definitions of each are as follows:
IOLTA—An attorney or firm that holds funds for a client or third party that are nominal in amount or are held for too short a time to earn interest income for the benefit of the client or third party in excess of the cost to hold the funds in a separate account is required to place those funds in an IOLTA account. (Bus. & Prof. Code, § 6211, subd. (a)). A California IOLTA account must be established and maintained with an eligible institution that offers IOLTA accounts that meet certain requirements. The State Bar website has a list of IOLTA-eligible institutions.
Non-IOLTA—An attorney or firm that holds funds for a client or the benefit of a single party in a matter that is large enough to generate more than nominal interest, or an attorney who holds funds for a single party for an extended period must hold such funds in a non-IOLTA trust account. An example would be funds held by the administrator of a family trust. The attorney must use a non-IOLTA account because these entrusted funds will earn interest in excess of the costs to maintain the account. The interest earned goes to the client or third party. (Bus. & Prof. Code, § 6211, subd. (b)).
When registering a client trust account as part of CTAPP, you must identify the trust account type. The account will either be IOLTA or non-IOLTA; an account will never be both. The account type was established at the time the account was opened and does not change. A California IOLTA must bear the State Bar of California’s Taxpayer Identification Number to ensure that interest or dividends generated by this account will be paid to the State Bar’s IOLTA program. A non-IOLTA will bear the Social Security Number or Tax ID number of the client or third party.
2.6 I have already completed my reporting, but I want to change an answer during the annual CTAPP reporting period. How do I do that?
If you have already completed your CTAPP reporting for the current period and you want to change an answer before the reporting deadline, you can access the CTAPP reporting page by logging in to My State Bar Profile. On your Client Trust Reporting page (third blue tab at the top), click the CTAPP Annual Reporting tile. You can click through the pop-up warning that says you have already submitted your CTAPP Annual Reporting declaration and that you will have to resubmit your declaration, or you will be out of compliance. NOTE: Even if you make no changes, be sure to click all the way through and resubmit your declaration.
2.13 How do I report changes to my trust accounts outside of the annual CTAPP reporting period (rule 2.2(C) of the Rules of the State Bar)?
A lawyer must report any changes to their client trust account to the State Bar within 30 days. A lawyer may add or close an account using the 30-day reporting window in My State Bar Profile, and a firm administrator may add or close an account or add or remove an attorney from an account through the 30-day reporting window in the Agency Billing platform. When a firm administrator adds a new attorney or removes an attorney from a trust account, they provide the effective date and reason for the disassociation as part of the reporting.
3.3.3 The bank holding my trust account was acquired by or merged with another bank. The new bank changed my routing number and/or account number, but I cannot update those fields during my CTAPP reporting. How do I report this change to my account?
The trust account reporting system does not allow changes to routing numbers or account numbers of previously registered trust accounts. To report this change, please close the registration of the existing account by clicking the “Update Account Information” link and then entering, in the “Edit Close Date” tab, the date the account was changed to the new routing and account number. You will also need to enter the balance on that date.
You can then register the account with the new routing number and account number. In the open date field, please enter the date the account was changed to the new routing and account number. Please be sure to enter the bank balance of the new account as of December 31.
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