Downloads
Forms and documents
Documents commonly needed before funding or being paid. Completed forms should be returned through the secure portal or as directed by the firm — never with banking details sent over unsecured email.
Files
Available now
Audio · Podcast
Paymaster Advantage podcast
A conversation on the paymaster advantage — how attorney-managed escrow and disbursement services protect funds in transit. Listen in the browser or download the episode.
MP3 · 3.8 MB · 8 min 12 sec
Video · Firm presentation
Paymaster presentation video
Bruce Markowitz on attorney-managed escrow and paymaster services for international transactions — secure escrow, global banking, compliance and KYC, cross-border payments, and asset monetization. Watch in the browser or download the file.
MP4 · 19.6 MB · 9 min 16 sec
Video · Services overview
Paymaster services overview
A short overview of the firm's attorney paymaster services: the global transaction landscape, independent legal oversight, clear documentation from agreement through final disbursement report, and the secure client portal. Watch in the browser or download the file.
MP4 · 8.8 MB · 1 min 28 sec
Fillable engagement document
Fillable Paymaster Agreement
The firm's paymaster agreement, including the digital-asset (USDT) conversion provisions. Review it with your own counsel before signing; terms are finalised in writing with the firm.
PDF · 169 KB · Fillable
Tax form
IRS Form W-9
Request for Taxpayer Identification Number and Certification. Required from U.S. persons receiving a disbursement. Non-U.S. beneficiaries should ask the firm for the applicable W-8 series form.
PDF · 138 KB · Official IRS form
Fillable form
Individual KYC form
Know-your-customer form for individual clients and beneficiaries. Complete, sign, and return it through the secure portal — never by unsecured email.
PDF · 80 KB · Fillable
Fillable form
Payment distribution instructions
Used to set out each beneficiary, amount, and receiving bank for an outgoing distribution from the trust account.
PDF · 109 KB · Fillable
Firm overview
Paymaster services brochure
An overview of the firm's attorney-managed paymaster and escrow services, typical transaction flow, and the safeguards applied to each engagement.
PDF · 841 KB
Client guide
Secure client portal guide
Step-by-step instructions for signing in to the secure client portal and reviewing recorded incoming and outgoing wires for your matter.
PDF · 2159 KB
Client intake
Onboarding application
The client information packet is completed and signed online, so identification documents stay inside the firm's secure environment rather than travelling by email.
Secure online form · e-signature
Need a document that isn't here — a W-8BEN, a wire instruction confirmation, or a transaction statement? Contact the firm and it will be provided directly.