Mission Statement:
Our mission is to help clients expand and improve their business by providing education and support with escrow / IOLTA accounts, cyber security, and the challenges facing lawyers and title insurance agents.
About Us:
We are lawyers and accountants that have over a decade of experience auditing over 2,000 IOLTA and real estate escrow accounts. Our clients choose from a variety of services from IOLTA account training, Account audit and reconstruction, Ethics investigations, defense and expert testimony, Law practice management consulting and Title insurance compliance and trust account audits.
Profile: Terrence D. Pricher, Esq.
From 2007 – 2020, Mr. Pricher worked at the Massachusetts Office of the Bar Counsel as an Assistant Bar Counsel. His practice focused on the forensic audits of trust accounts (IOLTA accounts) and R.E. escrow accounts, litigating cases, public speaking, consulting, and teaching classes.
While at the Office of the Bar Counsel, Terry oversaw the audit of approximately 2,000 trust accounts and, when appropriate, prosecuted cases of attorney misconduct. He has appeared at the Massachusetts Supreme Judicial Court over thirty times, filed full-court briefs, and argued in front of the full court. Terry has also done extensive outreach, developing and teaching programs at bar associations, MCLE, law schools, and title insurance companies. In this role, he developed a national reputation as an IOLTA account expert. He participated in approximately 150 CLE programs throughout New England and at the American Land Title Association (ALTA) internal auditors national conference.
In law school and immediately following graduation, Terry worked as a law clerk and a litigation consultant at the U.S. Attorney's Office. His first job as a lawyer was as an Assistant District Attorney. In 2004 he moved from the DA's office and started his career in civil litigation.
Before practicing law, Terry was the compliance manager at Sun Life Financial. In this position, he collaborated on projects to implement policies that balanced adherence to regulatory requirements against the company's business interests. His department tracked information and generated tax forms for the retirement products division. At this time, he was awarded a full scholarship to attend law school, which he attended in the evening.
Terry supports Big Brothers/Big Sisters, the Rodman Ride for Kids, and manages the Frank LaBianca scholarship fund at William Floyd High School. He is also a board member of the Marblehead Track Association and Wind Ward Track Club.