TrustReq

Regulatory compliance software for Ontario lawyers and paralegals

Growth & success

A step-by-step guide to opening your law practice in Ontario

Cash compliance

Navigating cash handling rules for Ontario lawyers and paralegals

Uncategorized

How Ontario lawyers should record trust property that isn’t money

referral fee transactions

Referral fees

How lawyers should record referral fee transactions in Ontario

Referral fees

How Ontario lawyers should manage the “Referral Fee Checklist”

Referral fees

The “standard referral agreement” for Ontario lawyers

Cash compliance

How Ontario lawyers should be recording their cash transactions

Cash compliance

Ontario lawyers should do this before accepting cash from a client

By-Law 9 Forms

How to fill out the LSO’s Form 9E: Report on the Investment

By-Law 9 Forms

How to fill out the LSO’s Form 9D: Investment Authority

By-Law 9 Forms

How to fill out the Law Society of Ontario’s Form 9C: Electronic Trust Transfer Requisition for Closing Funds

By-Law 9 Forms

How to fill out the Law Society of Ontario’s Form 9B: Authorization of Withdrawal by Teranet

By-Law 9 Forms

How to fill out the Law Society of Ontario’s Form 9A: Electronic Trust Transfer Requisition