One of a lawyer’s primary functions is to be a financial intermediary, to hold funds in trust for their clients. 

Lawyers may hold a customer’s money in trust when buying a property or a business. They may hold funds in trust during a divorce, bankruptcy or other life events.

On this episode, Clayton Achen talks about the concept of Trust and the rules for law firms.

Check out our blog for more information about Trust.
List of approved software for Trust Safety Accounting
Trust account and client ledger form

https://www.achenhenderson.ca/