Trust Account / IOLTA Statement Request Generator

Generate a formal letter to a former attorney requesting only the IOLTA / client trust account paper trail — ledger cards, bank statements, reconciliations, deposits, and disbursements — under Rule 1.15 (safekeeping client property) and Rule 1.16(d) (return of property). Self-contained, no signup, nothing leaves your browser.

Letter Inputs

Sender (You)

Your name *

Your role *

Individual former client Corporate principal of an entity

Mailing address *

Phone

Recipient (Former Attorney)

Former attorney name *

Former attorney firm *

Former attorney mailing address *

Engagement

Date funds first deposited *

Date representation ended *

Total amount deposited into trust over the engagement (USD)

If unknown, leave blank — the letter will note the figure as "to be determined from the records requested."

Authority & Deadline

State of representation (drives the rule citation) *

For any state not listed, the default ABA Model Rule text is used. Verify the rule text for your state at the bar's site before sending.

Deadline (business days)

Default = 14 business days from today.

Compliance deadline (auto)

Adjust manually if your jurisdiction requires shorter.

Records Requested

Categories of records (select all that apply)

Client ledger card / individual sub-account ledger for my matter Trust account bank statements covering the engagement period Monthly reconciliation reports for the engagement period Deposit slips evidencing deposit of client funds Disbursement records (checks issued, wires sent, electronic transfers) Three-way reconciliations (where state-required) Communications regarding earned-fee transfers from trust to operating account

Other records (free text; one per line)

Reason for Request

Verifying that fees claimed earned were actually earned Auditing whether all deposits are accounted for Pursuing IOLTA inquiry with state bar Pursuing fee disgorgement Personal records / closure

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