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01. Edit your trust receipt agreement sample online
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How to use or fill out sample trust receipt with our platform
- Click ‘Get Form’ to open the sample trust receipt in the editor.
- Begin by entering the 'Receipt Number' and 'Date' fields at the top of the form. Ensure these are accurate as they are essential for record-keeping.
- If the date received differs from the issuance date, fill in the 'Date Received' field accordingly.
- In the 'Received from' section, input the name of the individual or entity providing funds. Next, specify 'The sum of' followed by the amount in dollars and cents.
- Indicate whether payment was made via Cheque, Cash, or Direct Deposit by selecting the appropriate option.
- Complete the 'For and on behalf of' section with your law practice's name, followed by filling in 'Matter Reference', 'Account Name', and 'Matter Description'.
- Lastly, ensure that you sign off on behalf of your law practice in the designated area and review any notes provided at the bottom for compliance.
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