California's AB 3279 Now Requires Every Law Firm to Designate a 'Responsible Member' for Trust Compliance — Here's the 7-Step Designation, Documentation, and Defense Playbook

Effective in 2026, California's AB 3279 requires every firm with an IOLTA account to designate a Responsible Member for trust account compliance and reporting — and to give the State Bar that member's license number. Here's the step-by-step playbook for naming, training, and documenting that role so a single overdraft notice doesn't become a State Bar investigation.