Program Description

Your Guide to Adequate and Compliant Document Destruction

An abundance of litigation paperwork and other documents can become a headache in no time. At what point can you take the step to reduce the amount of back-logged information stored at your firm? What rules apply and what documents can be destroyed? Join our experienced faculty as they guide you through the steps of evaluating the litigation documents and records that can and cannot be shredded or destroyed. Confidently handle the destruction of documents and records in your firm - register today!

• Review legislative and regulatory requirements concerning document retention and destruction.
• Learn how to determine who actually owns documents in question.
• Discuss how to effectively draft correspondence concerning the destruction of records.
• Examine the elements of a concrete document retention

Who Should Attend

This intermediate level course will teach attendees how to effectively handle the destruction of documents and records. Those who should attend include

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. Legislative and Regulatory Requirements
2. Who Owns the Documents (Originals, Copies, Notes)?
3. Drafting Correspondence About Record Destruction - With Samples
4. Model Document Retention/Destruction Policy
5. Electronic Records Destruction

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 1.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

National Association of Legal Assistants, Inc. – NALA: 1.00

National Federation of Paralegal Associations, Inc. – NFPA: 1.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

Washington State Paralegal Association – Washington State Paralegal Association: 1.00

* denotes specialty credits