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spreadsheet Financial Institution report for BBO Popular

Published on 23 September 2025 By Super User In For Financial Institutions 632 downloads

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pdf IOLTA Account Opening Form Popular

Published on 23 July 2017 Modified on 25 October 2023 By Super User In For Attorneys 16250 downloads

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pdf IOLTA Account Opening Form Popular

Published on 26 January 2022 Modified on 25 October 2023 By Super User In For Financial Institutions 8550 downloads

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pdf IOLTA Guidelines Popular

Published on 23 July 2017 Modified on 20 September 2017 By Super User In For Attorneys 17681 downloads

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pdf IOLTA Leadership Banks Making a Difference Popular

Published on 12 June 2020 By Super User In News 1782 downloads

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IOLTA-Leadership-Banks-Making-a-Difference_New.pdf

Amid the economic downturn, some IOLTA banks go above and beyond to provide critically needed resources for legal services.

pdf Job Description - Executive Director Popular

Published on 27 May 2021 Modified on 27 May 2021 By Super User In News 805 downloads

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pdf Leadership Program Benefits Popular

Published on 15 September 2023 By Super User In For Financial Institutions 2320 downloads

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pdf Massachusetts IOLTA Committee Financial Statements Popular

Published on 21 May 2019 Modified on 02 April 2025 By Super User In About us 4726 downloads

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Final Report and Financial Statements signed 24.pdf

pdf NON-IOLTA Trust Account Opening Form Popular

Published on 23 July 2017 Modified on 18 October 2022 By Super User In For Attorneys 6724 downloads

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Non IOLTA NOTICE TO FI 101822.pdf

pdf Operations Handbook Popular

Published on 23 July 2017 Modified on 17 August 2018 By Super User In For Financial Institutions 16432 downloads

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pdf Remittance FAQs Popular

Published on 09 December 2025 By Super User In Remittance Upload Resources 331 downloads

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Published on 09 December 2025 Modified on 06 January 2026 By Super User In Remittance Upload Resources 387 downloads

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pdf RUS Instructions Popular

Published on 09 December 2025 By Super User In Remittance Upload Resources 405 downloads

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pdf Sample of affidavit for $500 or less [new] Popular

Published on 11 September 2024 By Super User In Unidentified and Unclaimed Funds 1560 downloads

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pdf Sample of affidavit over $500 [new] Popular

Published on 11 September 2024 By Super User In Unidentified and Unclaimed Funds 1773 downloads

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document SJC Decision: Unidentified Client Funds to be remitted to IOLTA Committee Popular

Published on 02 October 2020 Modified on 02 October 2020 By Super User In News 1627 downloads

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SJC_unidentified_funds_release .docx

SJC: Unidentified client funds on deposit in an IOLTA account do not fall within the statutory definition of "abandoned property".

pdf Succession Planning for Solo Practitioners Popular

Published on 15 January 2019 Modified on 30 January 2019 By Super User In For Attorneys 5937 downloads

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pdf Understanding IOLTA Rules & How to Comply Popular

Published on 24 September 2019 Modified on 24 September 2019 By Super User In Events 517 downloads

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Understanding IOLTA Rules & How to Comply 10.12.19.pdf

MAIOLTA.ORG

The Massachusetts IOLTA Committee
18 Tremont Street, Suite1010
Boston, MA 02108-2316

Email: questions@maiolta.org
Phone: (617) 723-9093
Fax: (617) 367-8815

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From our Blog

15 April 2026 SJC Reaffirms Mandatory Cy Pres Notice to IOLTA Committee in Class Actions

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