A Trust Account Administrator has the day-to-day responsibility of administering the trust account of a law firm or solicitor practising on their own account. The Trust Account Administrator must maintain clear and reliable trust account records which are up to date and in compliance with professional duties and trust accounting regulations. This workshop covers the technical knowledge required and gives you the self-confidence  
to administer a trust account correctly.

The course covers legal obligations, regulatory requirements, recording transactions, processing transactions, reconciling the trust account, file closure, end of month review, issues and common faults.

Learning objectives

You will gain the knowledge, skills and confidence necessary to keep a trust account in good order. 

Who should attend

This course is for trust accounting staff including legal secretaries and legal executives (If you are a lawyer please see the NZLS CLE Trust Account Supervisor Training Programme).

Please note:

• The course is limited to employees of a practising lawyer.
• Registrations are limited to 20 (workshop) and 25 (online) so register early to secure your place.
• Minimum numbers apply.

Format

This practical course includes pre-course work and a half-day workshop/online session.

The pre-course work is reading the manual and completing some exercises (about 20 hours in total). At the session there are further exercises, discussion, and time for questions.

Materials

The course manual (which includes pre-course exercises with answers provided) will be couriered to you about four weeks before your session or when payment has been received. Early registration is recommended so that you have enough time to prepare. Further exercises will be provided on the day.

Presenters - The New Zealand Law Society Te Kāhui Ture o Aotearoa

• Prashika Chand, Law Society Inspectorate, Auckland
• Kane Smith, Law Society Inspectorate, Christchurch

Timing

• Workshop: 8.30am – 1.00pm
• Online: 8.45am – 1.00pm

Fee (incl GST)

Please note: The fee to transfer from one session to another is $100. No transfers are available from one calendar year to the next.

In-Person

• $465

Live Online

• $420

Download PDF brochure and registration form

Auckland	3 April - cancelled
Live Online 1	4 April
Christchurch	9 July
Live Online 2	17 July
Live Online 3	14 August
Wellington	17 September
Live Online 4	23 October
Live Online 5	20 November

Cancellation and refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations, and, cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.