Washington State Paralegal Association

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  • The Paralegal's Guide to Settlements

The Paralegal's Guide to Settlements

  • 11/01/2018
  • 11:00 AM - 12:00 PM
  • Audio Webinar



Program Description

Collect, Organize and Retain Critical Information

Settlement proceedings can be complicated and confusing for clients. Paralegals play a key role in ensuring that this process runs smoothly. This essential course will explore the settlement process and provide valuable tips on how to interact with clients, stay on top of essential documents and manage distributions of the settlement. Don't miss this opportunity to learn valuable tools for the settlement process - register today!

  • Discuss how to successfully communicate each step along the way to clients.
  • Take a closer look at how to efficiently gather, organize and maintain files.
  • Learn valuable tips for drafting comprehensive settlement agreements.
  • Review how to effectively manage settlement distributions and debt/lien resolution.
  • Compliantly store/dispose of documents in accordance with the agreement.

Who Should Attend

This intermediate level course will allow attendees to effectively assist with the settlement process. Those who should attend include:

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

Course Content

  • Maintaining the Client Communications
  • Gathering, Organizing and Maintaining Files
  • Evaluating Settlement Value
  • Drafting Settlement Demand Letters
  • Drafting Settlement Agreements, Releases and More
  • Assisting at Pretrial Conferences
  • Handling Settlement Distributions and Debt/Lien Resolution
  • Storing/Disposing of Documents in Accordance With the Agreement

Continuing Education Credit

Washington State Paralegal Association – WA Paralegal Association: 1.00

Fee: $99.00

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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