Ethics, Compliance & Practice Resources

This webpage is a centralized hub for information and resources on ethics (opinions, publications, technology resources), mandatory fee arbitration, Client Trust Accounting, Interest on Lawyers’ Trust Accounts, and Lawyer Assistance Programs.

You can search our archive of resources by name or category type to help you find what you are looking for. For additional help, please visit our frequently asked questions page.

Featured

Client Trust Account

To strengthen public protection and better support attorneys in fulfilling their client trust accounting duties, the State Bar implemented the Client Trust Account Protection Program (CTAPP). View our resources.

CTAPP

Client Trust Account Resources

CTAPP Training

My State Bar Profile

Access a step-by-step guide to help you navigate My State Bar Profile.

My State Bar Profile Guide

Ethics Hotline

The Ethics Hotline is a confidential research service for attorneys seeking guidance on their professional responsibilities. Visit our webpage for office hours and other helpful information.

Ethics Hotline

Rules Spotlight Videos

View our series of short video explainers on select Rules of Professional Conduct for attorneys and consumers.

Rules Videos

Resources
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Mandatory Fee Arbitration

Mandatory Fee Arbitration Forms & Resources

Mandatory Fee Arbitration

Mandatory Fee Arbitrator Training Course

Mandatory Fee Arbitration

Appointment and Requirements of Arbitrators

Client Trust Accounting

Client Trust Accounting Practical Skills: Account Journal Template (Excel)

Client Trust Accounting

Client Trust Accounting Practical Skills: Individual Ledgers Client Template (Excel)

Client Trust Accounting

Client Trust Accounting Practical Skills: Individual Ledgers Bank Template (Excel)

Client Trust Accounting

Client Trust Accounting Practical Skills: Reconciliation Form (Excel)