Forms for Financial Records, Accounts & Trusts – Law Society of Alberta

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Forms for Financial Records, Accounts & Trusts

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Financial Institution Authorization Release Form

Representative Capacity Undertaking Form

Accountant’s Report

Start-Up Report

Application to Designate a Responsible Lawyer and Exemption from Operating a Trust Account

Application to Designate a Responsible Lawyer and Operate a Trust Account

Application of Rule 119.2 – Responsible Lawyer Acting on behalf of another Responsible Lawyer

Application for Alternate Arrangement – Responsible Lawyer to Act on Behalf of Another Responsible Lawyer

Bank Drafts and Money Orders

Claim to Trust Money

Electronic Banking Withdrawal

Precedent Letter to Bank re: Interest on Trust Account

Sample Annual CDIC Report

Trust Account and Client Ledger Shortages

Undisbursable Trust Money – For Client Matters Less Than $50 Value

Undisbursable Trust Money – For Client Matters Greater Than $50 Value