California's July 1, 2026 Notice to Financial Institutions Deadline Hits Every Trust Account: The Designated Licensee Workflow Mid-Size Firms Should Adopt Now

Effective January 1, 2026, California Business and Professions Code section 6091.3 and Rule 2.5 require every law firm to file a Notice to Financial Institutions identifying a designated licensee for each trust account. For pre-existing accounts, the deadline is July 1, 2026 — and your IOLTA stack needs to map every account, every signer, every matter ledger to a real, named, bar-numbered attorney. Here's how mid-size firms should run the workflow.