Law Firm Checklist

NY law firm setup checklist

A practical NY-oriented checklist with provider options and official references. Use it as a planning tool (not legal or tax advice).

10 minutes
Skimmable checklist.
NY‑oriented
General info, not legal advice.
Linkouts
Compare providers quickly.

Informational only. Not a law firm; no legal or tax advice. Bank approvals and timelines are controlled by third parties.

If you will handle client funds, confirm current NY trust/IOLA requirements and use the IOLA Fund as a primary reference (including the official participating banks list).

Checklist

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FAQ

Is this legal advice?

No. This is general information for planning and education.

Are these provider recommendations?

No. We show common options for comparison. Always do your own diligence.

Is this an exhaustive list of resources?

No. There are many other steps and providers out there, but we looked to give directional guidance on most of what we believe are the major steps and providers.

Suggest a correction or addition

See something wrong or missing? Let us know.

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