Attorney IOLTA trust account agreement

At the time an attorney/law firm opens an IOLTA trust account at their financial institution of choice, the attorney/law firm is required to complete the Attorney IOLTA Trust Account Agreement. After filling out the form, please make two copies from the original and distribute as follows:

Original – held by the financial institution
Copy 1 – upload your copy via the secure link below or mail to Wisconsin Trust Account Foundation, 811 East Washington Avenue, Suite 400, Madison, WI 53703
Copy 2 – retained by the attorney

• Attorney IOLTA Trust Account Agreement - Updated 09/19/18
• Upload your Attorney IOLTA Trust Account Agreement