Sample Forms and Templates
OBLIC provides valuable information and resources exclusively for attorneys insured by OBLIC. For more information, contact Loss Prevention at 1-800-227-4111.
IOLTA Spreadsheet
Interest on Lawyers’ Trust Accounts (IOLTAs) and Interest on Trust Accounts (IOTAs) are statutory bank accounts that many lawyers are required to maintain in accordance with Ohio Rules of Professional Conduct, the applicable Ohio Revised Code Sections, and the Rules for the Government of the Bar.
For OBLIC Policyholders, we’re pleased to provide IOLTA spreadsheets and templates. These are complimentary tools available to attorneys insured by OBLIC to help make tracking client funds easier. Insured attorneys may call or email the Loss Prevention Hotline for further assistance.
Webpages from the Ohio Supreme Court Office of Disciplinary Counsel provide:
IOLTA FAQs to answer questions about IOLTA
Managing Client Funds and Trust Accounts brochure which gives additional guidance
FREE online CLE: Trust Accounting 101
See the below links to IOLTA/IOTA information webpages from the Ohio Access to Justice Foundation.
IOLTA/IOTA Financial Institutions for a list of prime partner financial institutions
IOLTA/IOTA FAQs to answer IOLTA questions
IOLTA/IOTA Statutes for links to Ohio Revised Code, Supreme Court Rules and Ohio Dept. of Insurance Bulletins
UPDATE REGISTRATION One easy click for form to update your IOLTA/IOTA account information
Unclaimed Funds FAQ for Attorney Unclaimed Funds information
Offering various templates and samples to assist with common practice situations, Loss Prevention attorneys have collaborated on the following resources:
File Closing Letter
Sample Letter for Closing Law Practice
Sample Notice of Retirement
Sample Letter for Returning Client Files
Model AI Use Policy
Sample CTA Solicitation/Notice Language
Contact Loss Prevention to request these resources.
