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How do financial institutions assist attorneys or law firms in opening IOLTA accounts?

April 26, 2017accounts assist attorneys financial institutions IOLTA law firms opening

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How do financial institutions assist attorneys or law firms in opening IOLTA accounts?

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The financial institution must complete the IOLTA Notice to Financial Institution, which instructs the financial institution how to establish an IOLTA account. The attorney, law firm or financial institution must then mail or fax a copy of the completed form to the Texas Access to Justice Foundation.