Program Description

Proficient and Compliant Document Retention and Destruction

Paperwork and other documents can accumulate into an overwhelming mountain in no time. What paperwork needs to be stored? What documents can paralegals dispose of? Join our experienced faculty as they take a closer look at the rules affecting document retention and destruction, and how to evaluate what to save and what to shred. Confidently take control of the storage and destruction of records and documents in your firm - register today!

• Take a closer look at legislative and regulatory requirements pertaining to document retention and destruction.
• Explore the key components for an effective document retention/destruction policy.
• Discuss what paralegals must do to adhere to records retention and data security guidelines.
• Learn the process for the destruction of electronic records.

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. Model Document Retention/Destruction Policy
3. Records Retention and Data Security Guidelines for Paralegals
4. Electronic Records Destruction
5. Drafting Correspondence About Record Destruction - With Samples

Continuing Education Credit

California MCLE Paralegal – California MCLE Paralegal: 3.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 3.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 3.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 3.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 3.00

National Association of Legal Assistants, Inc. – NALA: 3.25

National Federation of Paralegal Associations, Inc. – NFPA: 3.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 3.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 3.00

Washington State Paralegal Association – Washington State Paralegal Association: 3.00

* denotes specialty credits

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