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Trust Account Reconciliation Sheet - North Carolina
Trust Account Reconciliation Sheet is a legal document that was released by the North Carolina State Bar - a government authority operating within North Carolina.
FAQ
Q: What is a Trust Account Reconciliation Sheet?
A: A Trust Account Reconciliation Sheet is a document used in North Carolina to reconcile the transactions and balances of a trust account.
Q: Why is it important to reconcile a trust account?
A: Reconciling a trust account is important to ensure accuracy and accountability of the funds held in the account.
Q: Who is required to reconcile a trust account in North Carolina?
A: Attorneys in North Carolina who hold trust funds are required to reconcile their trust accounts.
Q: What information is included in a Trust Account Reconciliation Sheet?
A: A Trust Account Reconciliation Sheet typically includes information about the beginning and ending balances, all deposits, withdrawals, and any outstanding checks or discrepancies.
Q: How often should a trust account be reconciled?
A: In North Carolina, trust accounts should be reconciled at least monthly.
Q: Are attorneys required to keep records of their trust account reconciliations?
A: Yes, attorneys are required to keep records of their trust account reconciliations for at least six years.
Form Details:
- The latest edition currently provided by the North Carolina State Bar;
- Ready to use and print;
- Easy to customize;
- Compatible with most PDF-viewing applications;
- Fill out the form in our online filing application.
Download a fillable version of the form by clicking the link below or browse more documents and templates provided by the North Carolina State Bar.
