Premium Template

Three-Way Legal Trust Reconciliation Template for Google Sheets & Excel

A free template to perform 3-Way Trust Reconciliation between your Bank Balance, Trust Ledger and Client Ledger.

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QuickBooks Three-Way Legal Trust Reconciliation

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Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

This specialized template is designed for legal professionals to manage and reconcile trust accounts efficiently, ensuring compliance with regulatory standards. Compatible with Google Sheets and Excel, it's essential for maintaining the integrity of client funds. When used in conjunction with LiveFlow, it offers the convenience of automatic financial data updates from QuickBooks Online, facilitating accurate and timely trust account reconciliation.

Key features

  • Designed for legal professionals to manage and reconcile trust accounts, ensuring compliance and accuracy
  • Supports efficient trust account management with detailed transaction tracking and reconciliation features
  • Enhances trust account transparency and accountability, safeguarding client funds

Who can this template help?

Finance professionals and accountants in legal firms managing client trust accounts

Use cases

Ensures accuracy and compliance in the management and reconciliation of legal trust accounts, critical for maintaining client trust and adhering to legal and ethical standards.

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Get started in 3 simple steps

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1. Import the template

1. Request access

Insert your email address above to gain access.

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

See how

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