• Attorneys
• Landlords
• Realtors/Title Companies
• Municipalities
• Funeral Homes
• Nursing Homes/Assisted Living
• Companies providing 1031 Exchange
• Other

SIMPLIFY AND REDUCE OPERATING COSTS

An Escrow Funds Management account will save you time and money.  We link multiple interest, and non-interest-bearing ‘client’ or ‘tenant’ sub-accounts to a single ‘master’ commercial checking account that:

• Manages money moving in and out of your client accounts
• Generates one consolidated report for the entire Escrow Manager relationship
• Creates and sends 1099 tax reporting to your clients
• Allows you to issue checks for easy disbursement from your master checking account

 

ESCROW MANAGEMENT TRANSACTION FORMS

• Escrow Manager Account Agreement
• Escrow Transaction Form
• W9 Form

ATTORNEY ESCROW

An Escrow Funds Management Account will simplify how you manage your firm´s escrow funds – including IOLA funds – and save you time and money. We link multiple interest and non-interest-bearing client sub-accounts to a single master commercial checking account that:

• Manages money moving in and out of your client accounts
• Generates one consolidated report for the entire Escrow Manager relationship
• Creates and sends 1099 tax reporting to your clients
• Allows you to issue checks for easy disbursement from your master checking account

 

ESCROW MANAGEMENT TRANSACTION FORMS

• Attorney Escrow Agreement
• Attorney Escrow IOLA Transaction Setup Form
• Attorney Trust CBT Transaction Form
• W9 FORM