Pennsylvania

Regulatory profile maintained from Disciplinary Board of the Supreme Court of PA; PACourts; PBA.

Sources verifiedVerified

Last reviewed 2026-09-10. Always confirm the current rule on the official source before acting.

Bar / regulatory authority: Pennsylvania Bar Association / Disciplinary Board of the Supreme Court of PA
Attorney registration lookup: www.pabarexam.org/pgs/attorneysearch.asp
Rules of professional conduct: www.pacodeandbulletin.gov/regulations/title204/cha…
Ethics opinions: www.pabar.org/site/Ethics/EthicsOpinions
Ethics hotline: Research pending
Mandatory bar: No
Pennsylvania has a voluntary, unified bar (PBA).
Client security fund: Research pending

IOLTA authority: Pennsylvania IOLTA Board
Trust recordkeeping rules: Monthly three-way reconciliation required; records retained per rule
Fee agreement requirements: Contingency fee agreements must be in writing; recommended for all fee arrangements
Flat-fee / advance-fee treatment: Confirm current rule — treatment of flat fees vs. advance fees may vary
Limited-scope representation: Limited-scope representation permitted under PA RPC 1.2(c)

CLE authority: Pennsylvania CLE Board
Current CLE requirements: 12 credits per year, including 2 ethics; 4 of 12 must be in substantive law
Advertising / solicitation rules: www.pacodeandbulletin.gov/regulations/title204/cha…
Trade-name / firm-name rules: Firm names must not be misleading; assumed names permitted with registration

Remote / virtual practice guidance: Remote and virtual practice permitted; maintain confidentiality and supervision
Multijurisdictional / UPL rules: PA RPC 5.5 governs multijurisdictional practice and UPL
Succession / designated-successor: Designated successor recommended; check current rule
Malpractice insurance rules: No mandatory malpractice insurance; disclosure may be required in certain contexts
Data security / breach guidance: Follow PA ethics guidance on data security and confidentiality
Permitted entity types: PC, PLLC, LLC, partnership (confirm current rule)

Lawyer assistance / wellness: www.palap.org
Law libraries: PA State Law Library; county law libraries
Practice management assistance: PBA Practice Management resources
Incubators / mentoring / referral: Check PBA and local bars for incubator/mentoring programs
Malpractice insurers / guidance: Various; confirm with LAP and bar resources

Review date: 2026-09-10
Source authority: Disciplinary Board of the Supreme Court of PA; PACourts; PBA
Status: Verified

Initial verified profile seeded

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