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4140 Parker Ave, St. Louis, MO 63116

(207) 555-0119

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Virtual meetups and events

By hosting and/or helping our clients attend events, we believe we can help firms grow their legal technology expertise; build more efficient, client-centered law firms; and increase opportunities to establish a network within the law community. 

There are no events scheduled at this time. Check back regularly to see what's new.

Ethics CLE

Nota partnered with Lawline to provide you with an opportunity to earn ethics credit.

Avoiding Trust Account Terrors: How to Ethically and Effectively Manage a Lawyers Trust Account will walk you through every major pitfall that you need to be aware of regarding use of your trust accounts. Learning objectives include:

  • Reviewing the rules of professional conduct governing use of attorney trust accounts

  • Exploring real-world cases of Clients’ Funds Trust Account (IOLTA / IOLA) misuse and attorney discipline

  • Using practical techniques and tools to avoid committing accidental violations - or even having to spend substantial time managing your account

Click here to register for the course.

Virtual meetups and events

*Reviews from Lawline.com 7/6/2021

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Contact

1-800-724-1313

info@trustnota.com

One M&T Plaza Buffalo, NY 14203

Banking services powered by M&T Bank, Member FDIC.

References to “Clients’ Funds Trust Account (IOLTA / IOLA)” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.

Nota is a product/service offered by M&T Bank. Use of Nota does not ensure compliance with state rules and regulations applicable to Clients’ Funds Trust Accounts (IOLTA / IOLA) . The advertised product/services and their features and availability are subject to change without notice at any time. Use of the product/service is subject to and governed by certain terms, conditions, and agreements required by Nota. Attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV are eligible for banking products/services through M&T Bank. The use of such M&T banking services is subject to certain terms, conditions, and agreements required by M&T.


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1 - There is no charge for the use of Nota. M&T Bank’s standard deposit account and service fees may apply. Pricing subject to change.

2 - The advertised pricing is for new-to-bank customers that open both an M&T Clients’ Funds Trust Account (IOLTA / IOLA) and M&T Simple Checking for Business account and enroll in Nota. No charge for outgoing domestic wires up to $250k (in US Funds) within the Nota Application, when performed at the branch no charge for outgoing wires up to $2MM. Outbound domestic wire functionality is available for Clients’ Funds Trust Account (IOLTA / IOLA) and M&T Simple Checking for Business accounts in Nota. The customer must be a law firm with 10 or fewer partners, members, or managing members. Counsel, of counsel, associates, paralegals, support staff, and those in similar roles are not included for purposes of determining whether a law firm qualifies for the advertised pricing. M&T Bank’s standard deposit account and service fees still apply for those that are not enrolled in Nota. Account must be in good standing for at least 30 days.