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IOLTA Information and Forms

Leadership Circle

Leadership Circle Banks -A list of highly valued financial institutions, invested in making a difference in Civil Legal Services in New Mexico.   

Attorney Information

Attorney Form-Form used by attorneys to indicate a change in their IOLTA financial institution

IOLTA Eligible Financial Institutions-A list of participating, eligible financial institutions

Trust Account Manual-In-depth information developed by the Disciplinary Board for trust account participation


Financial Institutions

Financial Institution Participation Agreement-Form for Financial Institutions to request eligibility for the State Bar of New Mexico IOLTA program