Trust Accounting Services

 

Trust accounting service For starters, we keep all of your trust accounts separate. Our accounting software enables us to create sub-accounts for each client within a single bank trust account. Trust Accounting Services  And that, in turn, allows us to maintain separate transaction ledgers for each client, and a paper trail for every transaction. These records will stand up to audits by the Florida bar and relevant government agencies. In accordance with regulations and trust accounting best practices, we verify your trust accounts on a scheduled basis. In addition to many other benefits, this allows any of your clients to request and receive a prompt refund of their retainer. Or to receive a complete accounting of every deposit, withdrawal, and disbursement, as required by law.es from Legal Edge Services are designed to assist attorneys with the daily operational details of proper and compliant trust accounting. Whether you’re handling real estate transactions or legal settlements, or need to manage your retainers. Trust accounting requires specialist knowledge and skills to ensure that a trust delivers all of its desired benefits while staying compliant and avoiding any pitfalls.