Trust Account Health Check

October 6, 2026

Uncategorized

How healthy is your trust account? Answer 15 quick questions. It takes about 3 minutes.

0 of 15 answered

Part 1: About Your Firm

These questions are not scored. They help us understand your firm.

Your role *

Firm size *

How do you keep trust records? *

Part 2: Trust Account Questions

Choose the answer that best describes your current process.

Please answer all required questions before viewing your results.

Part 3: Your Details

Name *

Firm name *

Email address *

Country *

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Your Trust Account Health Report

Red flag found: One or more answers indicate an area that should be addressed promptly.

Recommended Improvements

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Disclaimer: This report is based only on your own answers. It is not an audit or legal advice. Please check the trust account rules that apply where you practise.