Washington State Paralegal Association

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A Paralegal's Guide to Essential Financial Documents

  • 03/12/2021
  • 7:00 AM - 8:00 AM
  • webcast

REGISTER: https://ipe.nbi-sems.com/ProductDetails/A-Paralegal-s-Guide-to-Essential-Financial-Documents/Video-Webinar/89178ER_3187048?st=WA&pt=1

Program Description

What Financial Information You can Find and Where to Look for it

Financial documents feature in a lion's share of all the cases you're likely to encounter. How do your skills stack up? Learn to determine individual net worth, uncover the real health of a family business, organize financial findings from multiple sources, and more. Register today!

  • Come away with handy checklists that won't let you miss important information.
  • Get guidance for reading individual and trust tax returns and schedules.
  • Uncover and analyze past settlements and publicly available financial info.
  • Read between the lines of business ledgers and financial statements.
  • Get tips for making sense of large volumes of data from multiple sources.

Who Should Attend

This intermediate level course is designed to give attendees practical skills in reading and analyzing financial records. Those who should attend include:

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

Course Content

  1. Useful Document Checklists for Every Occasion
  2. Obtaining Publicly Available Financial Information
  3. Titles and Asset Records
  4. Individual Tax Returns and Schedules
  5. Trust Documents and Tax Returns
  6. Valuations and Appraisals
  7. Past Settlements, Bankruptcy Filings
  8. Beneficiary Designations and Account Statements
  9. Business Financial Statements, Bookkeeping Journals and Ledgers
  10. Tips for Organizing and Analyzing Financial Documents

Washington State Paralegal Association
19540 International Blvd., Ste. 105
SeaTac, WA 98188



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