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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

What happens if a provisionally licensed lawyer is found culpable of misconduct?

If the State Bar Court determines that a PLL is culpable of conduct that would result in discipline if fully licensed by the State Bar, or if the PLL is sanctioned for misconduct by any court or professional licensing authority, the provisional license terminates. In addition, the matter is referred to moral character.

On my law school application, I disclosed an arrest that did not result in charges. If the moral character application does not require that I disclose this arrest, how will the discrepancy affect the moral character determination?

If an undisclosed arrest is discovered during the processing of a moral character application, the applicant may be asked to provide related information; however, if the arrest was not required to be disclosed on the moral character application, the nondisclosure will not impact the determination.

Do I need to provide a credit report with my moral character application?

Maybe. If you disclose a delinquent debt, you must provide a current credit report. A credit score summary is not acceptable in lieu of a complete credit report.

What professional licenses and credentials do I have to report in the moral character application?

You must disclose all professional licenses that include a character or fitness determination component (i.e., questions concerning convictions or disciplinary matters). Examples of professional certifications that typically include a character or fitness component include licensure as a Certified Public Accountant, Patent Practitioner, Real Estate Salesperson or Broker, Notary Public, Teacher, and security clearance certifications.

How do I properly report my enlistment and job in the military?

Report military enlistment in the “Current/Previous Employment section” and the “Military Services” section of the moral character application. List your last duty station, supervisor, date of enlistment, and date of discharge (or the date you left active duty if you are currently on inactive status). An applicant who is discharged from active duty must also provide a DD-214 military discharge document that clearly indicates the type of discharge.

How do I delete documents that I accidentally uploaded to the application?

You cannot delete a document once it is uploaded. If you upload a document in error, please upload a statement that clearly identifies the relevant document and indicates if the document should be deleted.

What are the possible outcomes once I submit a request for administrative review?

The CBE will review your request and your application. The CBE may take any action it deems appropriate, including but not limited to granting you a positive determination, requesting more information, extending an offer of abeyance, or rendering an adverse determination.

If the CBE declines to grant you a positive determination, it will decide how long you must wait before you may submit a new Application for Determination of Moral Character, which could be the same or different from the time that was set by State Bar staff when it made the initial determination.

1.1 What is the purpose of the Client Trust Account Protection Program (CTAPP)?

CTAPP is a proactive regulatory program designed to: 

  • Protect the public by ensuring proper accounting and safeguards for client and third-party funds entrusted to attorneys; and
  • Educate, support, and assist attorneys in complying with the ethical and accounting requirements of managing client trust accounts.

2.4 What are the consequences of noncompliance with the requirements of client trust reporting?

A licensee who fails to satisfy the requirements of CTAPP and its associated rules by the deadline will be assessed a noncompliance penalty. If the licensee still does not comply, they will be enrolled as an inactive licensee of the State Bar under the rules adopted by the Board of Trustees of the State Bar. Inactive enrollment imposed for noncompliance with the requirements of this program is cumulative and does not preclude a disciplinary proceeding or other actions for violations of the State Bar Act, the Rules of Professional Conduct, or other applicable laws. (See FAQ 2.12, below, for a discussion of the unauthorized practice of law by inactive licensees.)

2.12 I was placed on involuntary inactive status for failure to comply with the CTAPP reporting requirements. Now what?

While a licensee is on inactive status, that licensee cannot practice law. An inactive licensee who engages in the practice of law may be guilty of a misdemeanor. (See Bus. & Prof. Code, §§ 6125–6126, 6068, subd.(a), & 6106. See also In the Matter of Burke (Review Dept. 2016) 5 Cal. State Bar Ct. Rptr. 448.) Additionally, a licensee on inactive status may have a duty to inform their client(s) or a tribunal that they are ineligible to practice law. (See Rules of Professional Conduct 1.4 and 3.3.) If you have further questions about the unauthorized practice of law, please contact the State Bar’s Ethics Hotline research service at 800-238-4427 (toll-free in California). The Ethics Hotline cannot provide legal advice, nor tell you how to comply with any of the CTAPP requirements, including whether to answer “yes” or “no” in any portion of the CTAPP reporting requirements.

Reinstatement of your license requires payment of any applicable fees, completion of the past due CTAPP reporting requirements, and applying for reinstatement. To submit payment of applicable fees, please log in to My State Bar Profile and click the “Pay Fee” link on the CTAPP Annual Reporting tile on your Compliance Dashboard or click the blue “Make a payment” button on the Profile Summary page to go to the “Annual Fee” page. You should go to the Annual Fee page to pay outstanding fees even if you have already paid your annual licensing fee for 2026. From there, click the blue “Calculate and pay my fees” button to see a breakdown of the fees owed. Click continue and follow the steps to complete your payment.

If you were involuntarily enrolled as inactive for noncompliance in 2026, you can complete your CTAPP reporting in My State Bar Profile and then complete and submit the first page of the CTAPP Noncompliance Reinstatement Form. If you were involuntarily enrolled as inactive for CTAPP noncompliance in 2023, 2024, or 2025, you will need to complete and submit the first page of the CTAPP Noncompliance Reinstatement Form and the attached CTAPP reporting forms for all missing years.

3.3.1 How do I register my trust accounts in My State Bar Profile?

For help registering your trust accounts in Step 2 of CTAPP in My State Bar Profile, please see the Client Trust Account Updates Guide.

3.4.3 Why am I being required to take a self-assessment on client trust accounting practices, and is it a wrong answer if I respond “no” to any of the self-assessment items?

The required self-assessment is a tool to help attorneys evaluate their current practices and to provide citations to relevant rules and other references, including sections of the Handbook on Client Trust Accounting for California Attorneys. The objective is to promote awareness of duties and facilitate thoughtful consideration of any possible changes to an attorney’s current practices.

Given the great variety of practice settings, including situations where an attorney’s practice is conducted in part or completely in another state with different rules, an attorney might appropriately respond “no” to a self-assessment item. Responding “no” should not be considered a wrong answer when that response accurately reflects an attorney’s current practices. However, if you respond “no” to any question, you may want to consider carefully whether you should make changes to your trust account management practices. Even if you decide not to change your trust account management practices, you should consider documenting in your records the purpose of any “no” responses. The self-assessment questions may be reviewed if you are selected for a compliance review. Documentation will assist the reviewer to quickly understand the purpose of the firm’s practice.

In taking the self-assessment, if an attorney is unsure about how California rules and recordkeeping standards apply to a specific practice setting, an inquiry to the Ethics Hotline research service at 800-238-4427 (toll-free in California) can be helpful. The Ethics Hotline might be able to provide more citations and resource references than the ones included in the self-assessment. The Ethics Hotline cannot provide legal advice, nor tell you how to comply with any of the CTAPP requirements, including the self-assessment.

Only by thoughtfully and honestly completing the self-assessment will an attorney realize the benefits of this compliance tool. Please keep in mind that the self-assessment questions are framed in the present tense and as such, they do not elicit information about prior conduct. Most importantly, what is learned from the self-assessment should inform an attorney’s future conduct in providing competent and professionally responsible services when handling funds and property of clients and others.

What is required?

The State Bar encourages, but does not require, active California licensees to provide pro bono legal services each year. While providing pro bono or reduced legal fee services is not mandatory, licensees are required by Business and Professions Code section 6073.2 to annually report the amount of these services performed each year. Licensees will report either their hours in ranges (e.g., less than 1 hour, 1–5 hours, 6–10 hours, 11–19 hours, etc.), that they did not track their pro bono or reduced fee legal services hours, that they did not complete any pro bono or reduced fee legal services hours, or that they decline to answer.  

What is the Law Office Study (LOS) Program?

The LOS Program allows you to complete your legal education by studying law in a law office or judge’s chamber. 

You will complete four years of recognized law study in a law office under the supervision of a qualifying attorney or in a judge's chamber under the supervision of a judge of a court of record in California.

What should the monthly graded exams cover?

Your supervising attorney or judge will decide on the content of the monthly graded exams. Your supervising attorney or judge may wish to review what is covered on the First-Year Law Students’ Examination and the California Bar Examination when creating your course of study.

I returned to complete a course and it is not resuming where I left off.

Depending on the type of screen you are on when you exit, the course will resume at that point or at the beginning of the same section. However, if this is not the case, your device may be referring to an earlier memory cache (version) of the course and may not be refreshing correctly. Try carrying out each of these options until you resolve the issue: 

  1. Clear your browser’s memory cache/history
  2. Try using a different Internet browser. The following are optimal: Windows 7/10: Google Chrome, Internet Explorer 11 or above; iOS Safari
  3. Try launching the course on a different device.

Who is eligible to participate in the Installment Payment Plan?

Attorneys who are eligible for fee scaling and agree to comply with all required obligations by the April 1, 2025, including: 

  • Attorney profile verification
  • Client Trust Account Protection Program
  • MCLE compliance (if applicable) I

f an attorney is assessed a noncompliance penalty for any required annual reporting obligation, they will no longer be eligible for the installment plan and must pay all outstanding fees and costs in full by June 30, 2025.

Can I pay off my balance early?

Yes, attorneys may pay their installments in advance if they wish to complete their payments before the final deadline of October 1, 2025.

Can I omit my residential address from the PHV application?

No. Pursuant to rule 9.40 of the California Rules of Court, the application must include the out-of-state attorney's residence and office address.  

I understand that I must immediately report the termination of supervision by my Supervising Lawyer to the State Bar. How do I report this?

Once you are no longer supervised by your Supervising Lawyer, you must immediately: 

  • Log in to the Applicant Portal.
  • Click on your most recent PLP case number.
  • Report the termination by posting the information, including the date and reason for termination, to your most recent PLP case.  
  • Alternatively, you can also submit a general request through the Applicant Portal by clicking on the Help Center. 

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