How-To Guide

1. Professional Liability Insurance Certification – Rule 16-104 (C) NMRA requires that "If, at the time of the client's formal engagement of a lawyer, the lawyer does not have a professional liability insurance policy with limits of at least one-hundred thousand dollars ($100,000) per claim and three-hundred thousand dollars ($300,000) in the aggregate, the lawyer shall inform the client in writing using the form of notice prescribed by this rule. If during the course of representation, an insurance policy in effect at the time of the client's engagement of the lawyer lapses, or is terminated, the lawyer shall provide notice to the client using the form prescribed by this rule."
    
2. Trust Account Certification / IOLTA Compliance - If your trust account is NOT in New Mexico, DO NOT provide financial institution information. Instead, select the appropriate exemption below. Questions about IOLTA should be email to IOLTA@sbnm.org; or visit www.sbnm.org/IOLTA. This Certification is required by Rule 17-204(A)(3) NMRA, Rule 17-204(C) NMRA, and Rule 24-109(B)(7) NMRA.
   
   
3. Pro Bono Certification - Certification of pro bono service and/or financial contribution is required by Rules 16-601 NMRA and Rule 24-108 NMRA. Providing pro bono service and/or financial contribution is aspirational. If you have not already met your pro bono goal for this year, you may do so with a contribution to civil legal services through the Access to Justice Grant Fund when you pay your licensing fee.
   
   
4. Succession Planning Certification - "[E]very lawyer practicing law in the state of New Mexico ... must have a written succession plan." Rule 16-119(A) NMRA For more information visit www.sbnm.org.
   • Licensed Attorney Name and Phone Number are required with certification.
   • There are no exemptions from this rule.

Email techsupport@sbnm.org.

1. Click on the following link: https://www.sbnm.org/Delete-Cookies. This will delete the cookies from our website. You may need to log back in to the website after clicking on the link.

If you still have further questions or need additional help, email techsupport@sbnm.org.

1. Read the rule regarding Inactive Status Members Rule 24-102.2 (A-F) NMRA.

2. Next go to the Licensing & Regulatory Page:

a. Click on the Inactive Application button.

b. Read the Benefits of Inactive Membership.

c. If Inactive Status is what you would like to do, click on the email address to receive an application.

i. The email will ask for your Name and Bar ID.

If you still have further questions or need additional help, call 505-797-6054 or email license@sbnm.org.

1. Login into your Member Dashboard from the State Bar website www.sbnm.org/mydashboard

1. Login using your Email Address of Record and Password.
2. Once logged in, look under the MCLE tab for MCLE Transcripts:

2. Choose the transcript you need.

             a. Compliance requirements are on the top of the page.

             b. For explanations on how to read the transcriptions go www.sbnm.org.

If you still have further questions or need additional help, call 505-797-6054 or email license@sbnm.org.

1. Login into your Member Dashboard from the State Bar website www.sbnm.org/mydashboard

1. Login using your Email Address of Record and Password.
2. Once logged in, look under the MCLE tab for Search for Courses:

The list will include all credits taken. You can enter the dates for the past 3 years or use the "find" option (Ctrl F) for PCs or (CMD F) for Macs to search for "Trust Account."

See Rule 17-204(C) NMRA - Every attorney subject to these rules shall, no less than once every three (3) years, attend a continuing legal education course approved for one (1) hour or more on the topic of client trust accounting procedures and maintenance.

1. Login into your Member Dashboard from the State Bar website www.sbnm.org/mydashboard.

2. Once logged in, look under My Account and choose Invoice History:

3. You can choose the invoice needed from there.

1. Login into your Member Dashboard from the State Bar website www.sbnm.org/mydashboard.

2. Once logged in, look under License Renewal, and choose Licensing Certification Receipts:

You can choose the Licensing Certification you need. Note: Certificates online only go back to 2022.

          b. Current year will not appear until Licensing Certification is complete.

1. Email license@sbnm.org for MCLE requirements needed prior to reinstatement.

1. If Inactive for less than two years, you may reinstate through the State Bar of New Mexico
2. If Inactive for more than two years, you must go through the Board of Bar Examiners.
   1. Go to www.nmexam.org to review rules, qualifications and application steps and process.

If you still have further questions or need additional help with reinstating, please email info@nmexam.org.

1. Email license@sbnm.org for MCLE requirements and/or Fees needed prior to reinstatement.

1. If suspended for less than one year and this is a first suspension, you may reinstate through the State Bar of New Mexico
2. If suspended for more than one year or this is a second suspension, you must go through the Board of Bar Examiners.
   1. Go to www.nmexam.org to review rules, qualifications and application steps and process.

If you still have further questions or need additional help with reinstating, please email info@nmexam.org. 

1. Read the rule regarding Withdrawn Status Rule 24-102.2 (G-H) NMRA.

2. Next go to the Licensing & Regulatory Page:

a. Click on the Voluntary Withdrawal Request button.

b. Read the difference between going Inactive v. Withdrawing.

c. If Withdrawn Status is what you would like to do, click on the email address to receive an application.

i. The email will ask for your Name and Bar ID.

3. **Note: Once withdrawn, if you ever choose to become licensed in New Mexico again, you will have to either retake the bar exam or apply under the reciprocity rule.

If you still have further questions or need additional help, call 505-797-6054 or email license@sbnm.org.