Free Trust Account management video series

If you know why I do what I do and how I came to do it, it will be no surprise to you that I have something really special for you that I have produced at my own expense. I am dedicated to helping Lawyers control their business so that they can practice law, live a healthy life and earn a great income.

Practising what I preach. I surveyed as many lawyers as I could, from all over the World I asked them what was the one thing that kept them up at night.

I discovered, when I was almost ready to launch my new “How To Start A Successful Law Firm In 90 Days Or Less”, a startling fact. I discovered there is still a lot of concern with the actual ‘how to’ mechanics of setting up and managing an IOLTA client property trust account.

I then discovered that most lawyers were really keen to get an update, just to make sure that they are covering the basics.

IOLTA Trust Account management is a straight forward process, one, as it turns out is not battened down in most practices. It is the most common problem, it is not until I get under the covers that I discover that most Lawyers don’t really have this area covered properly… Yet it is one of the few things that can close you down and is the simplest to fix. So, without any warranty of any kind I outline the process – it is up to you to follow it.

“How To Start A Successful Law Firm In 90 Days Or Less”, version 2.0, includes a video tutorial series on Trust Account management entitled “A Simple System For Managing A Client Property Trust Account That Won’t Make You Feel Like A Schmuck”. Rather than just thank everybody for your feedback to my surveys and market research, for a limited period I am making the entire video section on IOLTA Trust Account management available for free.

All you have to do is watch the video, follow the step by step instructions and then maintain a monthly 5 minute check on the ‘system’ to make sure it is being maintained properly – as you should. It requires no more effort other than finger math – it’s easy. I want you to eliminate Trust Account issues because no one should suffer.

The videos wil be online, here, in a week or two. I will only make them available for a limited period as there is a lot of interest in this subject. To make sure you are the first to know, complete this form:

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