Attorneys
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Customized Services for Attorneys Trust & Fiduciary Services Continuing Legal Education (CLE) Seminars Additional Services for Attorneys Online Resources for Attorneys Security Alert |
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Attorney-Designed Banking
Hudson Valley Bank was founded by attorneys over 35 years ago and has been serving attorneys ever since. We understand the unique demands and requirements of the legal profession and have an uncommon perspective on the banking needs of attorneys. Our current client list includes more than 1,000 law firms of all sizes and specialties. We offer a comprehensive array of products and services specifically designed for attorneys, law firms and their clients.We offer our legal clients:
- A dedicated relationship manager can be contacted directly any time
- Banking products and services designed specifically for attorneys by attorneys
- Access to executive management, including the Bank President himself
- Flexibility and fast turnaround from locally-based decision makers
- Bankers who understand the practice of law
- Exceptional personal service and attention
Customized Services For Attorneys
The Bank’s highly qualified Legal Services Department provides an exclusive personal banking experience with exceptional service and commitment to sole practitioners and small-to-mid-sized law firms. Because we understand the legal field, we are able to customize our services to provide proven practical banking products. We offer many additional amenities and services not found at other banks. Call us to learn how you and your law firm can benefit from Hudson Valley Bank’s specialized legal services and superior customer service.
Attorney Trust Accounts (ATA)
Our innovative Attorney Trust Account Program simplifies and streamlines escrow management, facilitates bookkeeping, assists with effective reconciliation for managing client funds and information, and eases the burden and costs associated with regulatory compliance. This highly regarded service is provided to you in a program that includes:
- Trust Checking Account (TCA)
- Client Benefit Trust Account (CBTA)
- Interest on Lawyer Account (IOLA & IOLTA)
Benefits of a Hudson Valley Bank Attorney Trust Program:
- We provide consolidated monthly statements for fast easy reference on all components
- We can create individual sub-accounts for clients
- As part of this service, we distribute 1099s on earned interest to your clients and make all payments to the IOLA / IOLTA Fund
- Transfers from sub-accounts can be made conveniently by phone or fax
Continuing Legal Education (CLE) Seminars
Click here for a calendar of upcoming CLE events sponsored by Hudson Valley Bank.
Additional Services for Attorneys
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Wire Transfers Business Checking Business Savings Business Loans Cash Management Equipment Leasing and Financing Investment Management |
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Online Resources for Attorneys
Click here to view a page of useful links to online resources for attorneys.
For additional information about our superior Legal Services banking, please contact the Branch nearest you or click here to Contact Us.



