For Attorneys

IOLTA Guidelines

The Supreme Judicial Court revised the interest rate comparability provisions of the IOLTA Guidelines effective July 26, 2006. Effective January 1, 2007, attorneys must insure their IOLTA accounts are maintained at financial institutions that have been certified by the Committee to be in compliance with the revised Guidelines.

Please visit our List of Approved IOLTA Depositories to insure your accounts are maintained at an eligible institution.

Download PDF

Client Funds Manual 2015 
 

Download Word doc IOLTA Guidelines
 
Download PDF IOLTA Account Opening Form
(Attorney’s Notice of Enrollment)
 
Class Action Residuals Handbook
 
    NON-IOLTA Trust Account Opening Form