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Please file the original of this form with the institution custodian. Custodian: Give inmate a copy after he or she signs it.A full 3-way reconciliation is required to be completed each month and retained with your other trust account records. Although the beneficiaries hold the right to benefit from the trust, they have no authority to act on behalf of the trust assets. There you can review, electronically sign and manage authorizations. View or create your online account. A lawyer shall hold trust property separate from the lawyer's own property. (1). Trust funds shall be held in a trust account. (2). Obtain written consent from the payee to receive the funds in the form of a bank draft;. When you bill the clients for these costs and they make a full or partial payment, you should deposit the funds into your general business account.