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pdf IOLTA Guidelines Popular

Published on 23 July 2017 Modified on 20 September 2017 By Super User In For Attorneys 15140 downloads

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IOLTA_Guidelines.pdf

pdf IOLTA Leadership Banks Making a Difference Popular

Published on 12 June 2020 By Super User In News 1294 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 699 downloads

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Job-Description-Executive-Director.pdf

pdf Leadership Program Benefits Popular

Published on 15 September 2023 By Super User In For Financial Institutions 1576 downloads

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Leadership-Program-Benefits 2023.pdf

pdf Massachusetts IOLTA Committee Financial Statements Popular

Published on 21 May 2019 Modified on 02 April 2025 By Super User In About us 3686 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 5742 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 14630 downloads

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Operations Handbook 2018.pdf

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

Published on 11 September 2024 By Super User In Unidentified and Unclaimed Funds 602 downloads

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Undistributable-Funds-500-or-less-form-template.pdf

pdf Sample of affidavit over $500 [new] Popular

Published on 11 September 2024 By Super User In Unidentified and Unclaimed Funds 769 downloads

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Undistributable-Funds-over-500-form-template.pdf

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 1132 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 4778 downloads

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Succession Planning for Solo Practitioners.pdf

pdf Summary and Remittance Report SAMPLE Popular

Published on 05 July 2023 Modified on 05 July 2023 By Super User In For Financial Institutions 1615 downloads

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Summary_and_Remittance_Report_SAMPLE 2.pdf

spreadsheet Summary and Remittance Report Template Popular

Published on 05 July 2023 Modified on 05 July 2023 By Super User In For Financial Institutions 904 downloads

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Summary_and_Remittance_Report_Template 2.xls

pdf Understanding IOLTA Rules & How to Comply Popular

Published on 24 September 2019 Modified on 24 September 2019 By Super User In Events 382 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

25 February 2025 Massachusetts Supreme Judicial Court Appoints Two New Members to the IOLTA Committee

29 August 2024 Effective Sept. 1, 2024, Lawyers Must Transfer Unidentified and Unclaimed IOLTA Funds to the IOLTA Committee

01 July 2024 Coming Soon: Starting September 1, 2024, the IOLTA Committee Will Accept Undistributable IOLTA Funds Under Amended Rule 1.15

See all blog posts!