Trust Assurance

About the Trust Assurance Program 
Login to file a Trust Report 
TAF Invoice Creation Centre 

Forms

Payment of Unclaimed Trust Money to the Law Society
Schedule 3 – Declaration of Insolvent Lawyer 
Transfer form – Electronic transfer of trust funds 
Confirmation of Law Foundation of BC Interest Remittance

Checklists

Trust Accounting Checklist 
Sample Checklist of Internal Controls
Compliance Audit Books and Records Checklist
Disposal Information Checklist

Templates

Opening new trust account sample letter Word | PDF
Canada Deposit Insurance Corporation sample letter
Trust Reconciliation Template 
Sample Statement of Account

Online course

Trust Accounting Refresher (Part 2 of the Courthouse Libraries BC series, The Practical Lawyer) – In this one-hour webinar, Law Society Trust Team Leader Krista Adamek, CPA, CGA presents a tour of the world of trust accounting and addresses the importance of proper trust accounting practices in safeguarding your client’s trust funds. She also highlights key compliance issues and discusses some current hot topics. [new in 2016]


For more information, contact Trust Accounting