How to Run a Three-Way Trust Reconciliation Step by Step in 2026: The Monthly Workflow That Keeps Your Firm Off the Bar's Radar

A three-way trust reconciliation is the single most important control in a law firm's back office — and the one bar auditors check first. This step-by-step 2026 guide walks through the full monthly workflow, the numbers that must match, and how to fix a break before it becomes a violation.