Wisconsin attorneys' banking relationships matter. |  |
Through the cooperative efforts of the legal profession and the banking industry since IOLTA began in the early 1980s, hundreds of thousands of Americans have been served by the legal aid, access-to-justice and law-related education programs supported by IOLTA, nationwide.
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Attorney IOLTA trust account agreement |
At the time you open an IOLTA trust account at your financial institution of choice, you are required to complete the Attorney IOLTA Trust Account Agreement. After filling out the form, please make two copies from the original, to be distributed in the following manner:
Original – held by the financial institution
Copy 1 – retained by the attorney
Copy 2 – mailed to: Wisconsin Trust Account Foundation, 825 Williamson St., Ste. A, Madison, WI 53703
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| | D O N A T E | | | UPCOMING MEETINGS & EVENTS | | | WHAT'S NEW | More... | | PRIME PARTNER SPOTLIGHT |
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A Prime Partner member of the Wisconsin IOLTA program since 2010, First Bank Financial Centre strives to be the most admired community bank in the State of Wisconsin. First Bank Financial Centre goes above and beyond IOLTA participation requirements by paying additional interest on its clients’ IOLTA accounts - helping to expand access to civil legal services in Wisconsin.
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