Introduction

The purpose of this survey is to better understand the effectiveness of the Practical Trust Account Reconciliation course in increasing your understanding of trust account recordkeeping duties. The State Bar thanks you for your participation in this survey. Please read the following important information regarding the confidentiality and use of your responses:

Use of Survey Results: If published, survey results will be presented by the State Bar in an anonymous and aggregate summary format only.

Confidentiality: The State Bar takes reasonable measures to maintain the confidentiality of individual responses and will not disclose those responses to third parties unless we are legally required to do so.

Data Handling: All participant information will be stored securely and will only be accessed by authorized State Bar personnel. We adhere to applicable laws and regulations regarding the collection, use, and protection of personal information.

Informed Consent: By participating in this survey, you acknowledge that you have read and understood this notice. You agree to the handling of your information as described above. Your participation in this survey is completely voluntary, and you may choose not to answer any specific question or withdraw from the survey at any time.


If you have any questions or concerns about this survey or how your information will be used, please do not hesitate to contact the State Bar at surveydata@calbar.ca.gov.

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