Lawyers are encouraged to contact the Law Society’s Trust Safety department if you have questions about Trust Safety filing requirements by emailing the Trust Safety mailbox or phone 403.228.5632.
Please complete, sign and submit the Law Firm Self-Report form to Trust Safety.
The Trust Safety Accounting Upload is due within one month of the designated filing date/year end. If this is your first time submitting a Trust Safety Accounting Upload and require a login and password, or if you require assistance, please contact Trust Safety.
Trust Safety Accounting Upload User Guides are available for reference:
If your law firm has changed its designated year end, you must notify the Law Society in writing.
If the Responsible Lawyer at your law firm as changed, your law firm must file a final Law Firm Self-Report with the 14 days of the Responsible Lawyer’s departure date.
As per Rule 119.7:
“If a responsible lawyer is unable or unwilling to discharge the duties of a responsible lawyer, he or she shall, minimum of 14 days before the date he or she intends to cease to be responsible lawyer;
advise the Society of
the intention to cease to be the responsible lawyer, and
the effective date of the responsible lawyer’s departure (the “responsible lawyer departure date”);
ensure the preparation of a final Law Firm Self-Report;
comply with any outstanding audit requirements;
ensure a replacement responsible lawyer by confirming
the necessary application has been filed with the Society, and
the necessary steps have been taken to enable the transfer of the responsible lawyer designation to another qualified member of the law firm.”
Closing trust accounts or a law firm
As per Rule 119.30 (6-7):
“The duty of a law firm to comply with subrules (3), (4) and (5), as applicable, ceases only when
the law firm's trust accounts and prescribed financial records are closed, and
the final Law Firm Self-Report and the final Accountant's Report are provided in accordance with subrule (8).
A law firm that terminates its practice shall file with the Executive Director written notice of
termination of the law firm practice before or forthwith after the date on which the firm's prescribed financial records are closed, and
the effective date of the law firm’s termination of practice, which becomes the law firm’s new designated filing date.”
For issues regarding undisbursable trust funds, as well as questions about accounting procedures or practices, please see our Undisbursable Trust Money forms.
Please note that the preferred method of submission is for forms to be completed electronically, printed, signed, scanned and emailed.
Our Trust Safety Responsible Lawyer and Trust Account Approval Protocol was developed as a reference to lawyers regarding the Responsible Lawyer application process. It provides information on the requirements set out in the Rules, factors that are considered in both applications and revocations, the process to follow to apply, and appeals.
Trust accounting education programs are available through the Legal Education Society of Alberta (LESA). Module one focuses on trust accounting fundamentals. Module two focuses on the obligations of the Responsible Lawyer and covers the Law Society’s Trust Safety program in detail. Both modules must be completed before Responsible Lawyer or trust account approval can be granted. To register for the trust accounting modules, please contact Trust Safety.
Do you have questions about the Law Society’s Trust Accounting and Safety Program? Check out our Frequently Asked Questions for more details.
Lawyers are encouraged to contact the Law Society’s Trust Safety department for further information.
You may email the general Trust Safety mailbox or find additional contact names and details.
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