Resources
Plain-English, on purpose
Compliance content written to be used, not admired. Everything here is general information. The specifics of your firm belong in a conversation.
The checklist
Trust Account Self-Assessment Checklist
Fourteen questions we ask before any engagement, the same ones behind state self-assessments and renewal declarations. Answer them in ten minutes, and see exactly where your records stand.
Enter your email and the self-assessment opens instantly. We send occasional compliance notes; one-click opt-out, nothing else.
Accountant or advisor vetting the practice for a client? Open the checklist directly, no email needed.
Reference
The trust-account glossary
The vocabulary a firm meets in trust accounting, defined in plain English: three-way reconciliation, commingling, client ledgers, CTAPP, and the records state rules expect.
Articles
From the practice
July 6, 2026 · 8 min read
The 14 CTAPP self-assessment questions, answered
California's annual client trust account self-assessment reads like a form. It is actually fourteen practical questions about how your firm handles other people's money. Here is what each one is really asking.
July 13, 2026 · 6 min read
What a three-way reconciliation actually catches
Balancing the trust account to the bank statement is not the same as a three-way reconciliation. The third record, the client ledgers, is where the real findings live.
July 18, 2026 · 7 min read
Washington's trust account declaration: a plain-English walkthrough
Every renewal season, Washington lawyers certify that their trust account records meet the state's trust-account rules. Here is what you are actually certifying, and how to make the answer boring.