What information does the Unified Report contain?
The Unified Report must be signed by the reporting partner and contain the following sections: Malpractice Insurance: This section must indicate whether the firm has malpractice insurance on the date of submission and, if so, the coverage dates for the policy. Trust Account: This section must identify whether the firm maintains one or more trust accounts to hold property of clients or third persons and, if so, include for each account: 1) the name of the financial institution, 2) the account number, 3) the account name, and 4) whether the account is an IOLTA account. If the firm does not maintain a trust account, you must state why not.
