Trust Accounting Q&A: Trust Account List

May 2022    Tags: Reports, Trust Accounting

One of our attorneys left the firm and we need to determine which trust accounts they were responsible for so we can reassign them. Is there a report that will show this?

A Trust Account List can be run to show all trust accounts for which the attorney is responsible.

To run a Trust Account List for a specific attorney

1. In the Quick Launch, search for and select “Trust Account List.”
2. On the Trust Accounts tab, select the desired Responsible Attorney.
3. On the Options tab, select the Include Zero Balance Trusts check box.
4. On the Sort tab, select the desired options.
5. Click OK.

Tip: When previewing the report, click on the Trust ID or Client Name to drill-down to the Trust Account Information window. The Responsible Attorney can then be edited on the Balances tab.