Episode 8: Florida Bar President on First in the Nation Free Trust Accounting Software

Episode 8: Florida Bar President on First in the Nation Free Trust Accounting Software
24 set 2023 · 14 min. 8 sec.

In a groundbreaking and proactive initiative, Florida Bar President Scott Westheimer explains innovative free Trust Accounting Management software which is now available to Florida lawyers. One of the four top...

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In a groundbreaking and proactive initiative, Florida Bar President Scott Westheimer explains innovative free Trust Accounting Management software which is now available to Florida lawyers.

One of the four top ethical violations reported to the Florida Bar includes Trust Account issues. According to President Westheimer, approximately one non-sufficient fund violation involving trust accounts is reported to the Bar each day.

In the past four to five months, the Bar has been working in close cooperation with banks on this "stand alone software" offered by Nota, a third-party vendor. That company has worked with Florida Bar Auditors and Staff Attorneys to beta test this vital member benefit. The software was rolled out in September 2023.

With one-on-one onboarding, the software is easy to use, according to President Westheimer. Lawyers can integrate their trust account data to the software.

This project is an ingenious attempt to help attorneys, who are fiduciaries, act in compliance with trust account rules and procedures. Significantly, Florida is the first state in the nation to offer this product to lawyers. For more information and how to obtain the program, go to https://www.trustnota.com/TheFloridaBar.

This podcast was produced on September 24, 2023, by Jeff Adelman and Mitch Chester for the Florida Chapters of the American Board of Trial Advocates, and the Fort Lauderdale Chapter. Music is courtesy Pixabay.com, and Evgeny Bardyuzha.
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