Legal Resource Center
The Legal Resource Center 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.
My State Bar Profile
Access a step-by-step guide to help you navigate My State Bar Profile.
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.
Rules Spotlight Videos
View our series of short video explainers on select Rules of Professional Conduct for attorneys and consumers.
Resources
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Client Trust Accounting
Ethics
LA 454 (1988): Ethical Responsibilities to Third Parties in Handling Trust Accounts
Client Trust Accounting
Ethics
LA 484 (1995): Commingling of Client Trust Account Funds
Client Trust Accounting
Ethics
LA 485 (1995): Client trust accounts
Client Trust Accounting
Ethics
SF 1980-1: Placement of “Flat” or “Fixed”
Ethics
Ethics Hotline
Client Trust Accounting
Rules
New Rule of Court 9.8.5: Client Trust Account Reporting Requirements
Client Trust Accounting
Rules
Rule of Professional Conduct 1.15: Safekeeping Funds and Property of Clients and Other Persons
Client Trust Accounting
Rules
Rule of Professional Conduct 1.4: Communication with Clients
Client Trust Accounting
Rules
State Bar Rule 2.5: Client Trust Account Protection Program Annual Reporting, Account Registration, and Self-Assessment Completion Requirements
Client Trust Accounting
Rules
Handout: Client Trust Accounting Rules and Resources
Client Trust Accounting
Rules
Section 6211 : Maintenance of Interest Bearing IOLTA Account; Payment of Interest and Dividends into Fund
Client Trust Accounting
Rules
Section 6212: Requirements in Establishing Client Trust Accounts; Amount of Interest; Remittance to State Bar; Statements and Reports
Client Trust Accounting
Rules
Section 6213: Definitions
Client Trust Accounting
Practical Trust Account Reconciliation Course (Unlocked)
Client Trust Accounting
Client Trust Accounting Practical Skills: Account Journal Template (PDF)
Client Trust Accounting
Client Trust Accounting Practical Skills: Individual Ledgers Client Template (PDF)
Client Trust Accounting
Client Trust Accounting Practical Skills: Individual Ledgers Bank Template (PDF)
Client Trust Accounting
Client Trust Accounting Practical Skills: Reconciliation Form (PDF)
Client Trust Accounting
Trust account bookkeeping guide: Step-by-Step Instructions on Completing a Monthly Reconciliation
Client Trust Accounting
Trust account bookkeeping guide: How to Supervise Reconciliations Completed by Others
Client Trust Accounting
Trust account bookkeeping guide: Trust Account Bookkeeping Best Practices
Client Trust Accounting
CTAPP Training
Client Trust Accounting
Introducing the Client Trust Account Protection Program
Client Trust Accounting
My State Bar Profile Training - How to Comply with CTAPP Requirements
Client Trust Accounting
Agency Billing Training - How to Register Client Trust Accounts
Ethics
State Bar Act
Ethics Opinions
Ethics & Technology Resources: Online Communication
Ethics Opinions
Ethics & Technology Resources: Electronic Files (cloud computing, e-discovery, metadata, virtual law office, etc.)
Ethics Opinions
Ethics & Technology Resources: Advertising (website and email content issues)
Ethics Opinions
Ethics & Technology Resources: Social Media
Ethics Opinions
Ethics & Technology Resources: Internet/Email Scams
Ethics Opinions
Ethics & Technology Resources: Miscellaneous
Senior Lawyer Resources
Succession Planning and Senior Lawyers Resources
Ethics
Senior Lawyer Resources
Senior Lawyer Resources: Ethics Opinions
Rules
Senior Lawyer Resources
Senior Lawyer Resources: Rules
Senior Lawyer Resources
Senior Lawyer Resources: Wellness Guide
Senior Lawyer Resources
Senior Lawyer Resources: MCLE
Senior Lawyer Resources
Guidelines for Closing or Selling a Law Practice
Senior Lawyer Resources
Transfer of Estate Planning Documents (Form)
Senior Lawyer Resources
Agreement to Close Law Practice in the Future (Form)
Rules
Senior Lawyer Resources
Closing a Law Practice: California Probate Code Section 730-735
Senior Lawyer Resources
Attorney Surrogacy
Ethics
Construction-Related Claims Information for Attorneys
Ethics
Judicial Ethics
Ethics
Rules
Rule 8.3 Required Reporting
Ethics
Rule 8.3 Required Reporting FAQ
Ethics
Rules
Rule 8.3 Required Reporting Scenarios
Ethics
Attorney Civility and Professionalism
Mandatory Fee Arbitration
Mandatory Fee Arbitration Program
Mandatory Fee Arbitration