How to set up the new TAF rule with the $10,000 limit effective January 1, 2026

Following a recent update from the Law Society of BC, an amendment to Rule 2‑110 has been approved. Effective January 1, 2026, the Trust Administration Fee (TAF) will apply to each client matter in which a lawyer receives trust funds totaling more than $10,000.

We have introduced a new functionality that replaces the previous TAF rule to support this change, and the related documentation is now available:

Trust - Configuring TAF Automation for BC Law Society Compliance

Trust - New TAF Process for prior versions for BC Law Society Compliance

IMPORTANT: Clients who are not on the newer version that includes the Aggregate Trust Amount calculation must deactivate the old TAF functionality. The rules have changed significantly, and the previous setup is no longer valid.

For instructions and guidance, please refer to:

Trust - How to deactivate the Trust Administrative Fee (TAF) option