Total in Trust
$107,200
Across 18 accounts
Accounts
18
Active trust accounts
Pending Disbursements
3
awaiting approval
Trust Safety Lock Active
Active2 accounts need replenishment
Evergreen accounts show the top-up to restore the agreed minimum; the rest flag a low balance to replenish.
18 of 18 accounts
| Client | Matter | Balance | Original Deposit | % Remaining | Status | Last activity | Actions |
|---|---|---|---|---|---|---|---|
| Aaron & Rebecca Goldman | Goldman Family Trust | $25,000 | 100% | Healthy | |||
| Sterling LLC | Sterling v. Partners L… | $20,000 | 100% | Healthy | |||
| Anderson Corp | Anderson Corp v. Midwe… | $15,000 | 100% | Healthy | |||
| Sofia Garcia | Wrongful Termination | $8,000 | 100% | Healthy | |||
| Dorothy Johnson | Estate Administration | $5,500 | 100% | Healthy | |||
| David Nguyen | Breach of Contract — C… | $5,000 | 100% | Healthy | |||
| Carlos & Elena Rodriguez | Divorce & Custody | $4,000 | 100% | Healthy | |||
| Emeka Okonkwo | DUI Defense | $3,500 | 100% | Healthy | |||
| Darnell Davis | Criminal Defense — Ass… | $3,200 | 100% | Healthy | |||
| Harold Peterson | Estate Planning & Trus… | $3,000 | 100% | Healthy | |||
| Elena Martinez | Asylum Petition | $3,000 | 100% | Healthy | |||
| Tyler Williams | DUI Defense | $2,800 | 100% | Healthy | |||
| Maria Sanchez | I-485 Adjustment of St… | $2,500 | 100% | Healthy | |||
| James & Lisa Kim | Kim — Divorce Proceedi… | $2,000 | 100% | Healthy | |||
| Raj Patel | H1B Extension Petition | $1,800 | 100% | Healthy | |||
| Michael Thompson | I-485 Adjustment of St… | $1,500 | 100% | Healthy | |||
| Robert & Diana Chen | Estate Administration … | $1,200 | 100% | Healthy | |||
| Marcus Webb | Employment Discriminat… | $200 | 4% | Critical |
Three-way reconciliation
Last: June 2026 · 2026-07-07Recent transactions
| Date | Client | Type | Amount | Balance After | Created by |
|---|---|---|---|---|---|
| 2026-04-15 | Robert & Diana Chen | Deposit | +$1,200 | $1,200 | Francis Boyer |
| 2026-06-06 | Tyler Williams | Deposit | +$2,800 | $2,800 | Francis Boyer |
| 2026-05-20 | Michael Thompson | Deposit | +$1,500 | $1,500 | Francis Boyer |
| 2026-06-15 | Sofia Garcia | Deposit | +$8,000 | $8,000 | Francis Boyer |
| 2026-05-10 | Dorothy Johnson | Deposit | +$5,500 | $5,500 | Francis Boyer |
| 2026-07-10 | Darnell Davis | Deposit | +$3,200 | $3,200 | Francis Boyer |
| 2026-03-20 | Harold Peterson | Deposit | +$3,000 | $3,000 | Francis Boyer |
| 2026-03-25 | Sterling LLC | Deposit | +$20,000 | $20,000 | Francis Boyer |
| 2026-07-06 | Maria Sanchez | Deposit | +$5,000 | $5,000 | Jennifer Walsh |
| 2026-07-10 | Maria Sanchez | Disbursement | -$2,500 | $2,500 | Francis Boyer |
| 2026-05-20 | David Nguyen | Deposit | +$8,500 | $8,500 | Jennifer Walsh |
| 2026-06-25 | David Nguyen | Disbursement | -$3,500 | $5,000 | Francis Boyer |
| 2026-06-25 | Emeka Okonkwo | Deposit | +$3,500 | $3,500 | Jennifer Walsh |
| 2026-06-20 | Marcus Webb | Deposit | +$5,000 | $5,000 | Jennifer Walsh |
| 2026-07-06 | Marcus Webb | Disbursement | -$4,000 | $1,000 | Francis Boyer |
| 2026-07-10 | Marcus Webb | Disbursement | -$800 | $200 | Francis Boyer |