06/08/2026
Action required for attorneys with client trust accounts — deadline July 1, 2026.
Under Business and Professions Code section 6091.3, designated attorneys of all client trust accounts (IOLTA and non-IOLTA) must serve a Notice to Financial Institutions form on their financial institution by July 1, 2026.
What to do:
→ Complete the State Bar's Notice to Financial Institutions form — one per trust account.
→ Serve the completed form on your bank per Code of Civil Procedure section 684.115.
→ Use the DFPI website to locate your bank's designated service of process address.
→ Update trust account and contact information in My State Bar Profile within 30 days of any changes.
This is an ongoing obligation. Designated licensee information must also be updated with your financial institution within 30 days if a designated licensee becomes inactive, ineligible to practice, or leaves the firm.
Full guidance and the form are available on the State Bar's Trust Account Banking Guidelines for Attorneys webpage: https://bit.ly/4fz6ALk