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Washington State Paralegal Association

WSPA Recurring Monthly Events 

Each month WSPA brings you at least two member events to allow you to "CONNECT" with other paralegal professionals.

WSPA Connect, a lunch time opportunity for meeting with other professionals, generally held 2nd Wednesday

of each month from 12 to 1 pm.

WSPA Member and Board Meeting -  Any active members are encouraged to come to the meeting to see what the Board does and to ask any questions of the Board.  Held the third Wednesday of each month, starting at 6:30 pm. 

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WSPA is pleased to partner with Lorman Education for CLE offers. Come back for upcoming events with

LORMAN Education Services



Please check back regularly for updates. 

Please visit http://www.lormaneducation.com/affiliate/ for a complete listing of courses applicable to your organization. You can also download these courses to list on your site, or create email templates to notify your members or subscribers.

For questions, or for more information, please contact your account manager Amanda Grambsch atagrambsch@lorman.com or 800-678-3940.

Upcoming Events & CLEs

  • Personal Injury Paralegal Hackathon: Improve Your Case Management Skills

    • 04/02/2025
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100206

    Overview

    Organize Effectively and Keep Injury Cases on the Right Track

    Are you juggling multiple cases, drowning in documents, and racing against deadlines? It's time to elevate your personal injury case management skills! This guide will reveal effective tips and tricks to help you organize case files, meet tight deadlines, coordinate with clients, and more. Ensure cases are handled efficiently so you can help your attorney achieve the best possible outcome for clients - register today!

    • Review effective techniques for organizing documents and managing evidence.
    • Learn how to wrangle medical records from multiple providers.
    • Ensure that clients and witnesses are well informed and are where they need to be throughout proceedings.
    • Discover strategic approaches to tracking deadlines so you can deliver on time, every time.
    • Get your attorney completely courtroom ready with handy trial preparation pointers.

    Abbreviated Agenda

    1. Case Organization and Document Management Hacks
    2. Obtaining and Organizing Medical Records From Multiple Providers
    3. Staying on Top of Case Deadlines and Court Filings
    4. Quick Tips for Coordinating With Clients, Experts, Witnesses, and Insurance Companies
    5. Courtroom Countdown: Trial Preparation Pointers
    Show details

  • Quick Tips for Keeping Contracts on Track

    • 04/08/2025
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100247

    Overview

    Improve the Contract Process and Prevent Errors

    Paralegals who support attorneys with contracts play a key role in the smooth management of the entire lifecycle of the contract, from preparation through final execution, management, distribution, renewal and/or termination. Are you optimizing your team's time and efforts? This course offers practical tips for improving the process. Refine your contract management practices - register today!

    • Set up and meet deadlines such as renewal dates, termination clauses, and performance milestones.
    • Learn how to allocate contracts to reviewers and coordinate timely reviews.
    • Keep accurate records of contract versions, amendments, and approvals.
    • Gain better control of the execution and signature process.

    Abbreviated Agenda

    1. Ensuring Secure Storage and Access to Documents
    2. Keeping Contract Records (Negotiations, Previous Versions, Amendments, etc.)
    3. Monitoring Deadlines and Prioritizing Time-Sensitive Contracts
    4. Optimizing the Contract Approval Workflow
    5. Managing Electronic Signatures
    6. Improving Client Communications and Keeping Clients on Track
    7. How Conducting Periodic Contract Audits Helps
    Show details

  • Paralegal Investigative Do's and Don'ts for 2025

    • 04/09/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100202

    Overview

    Top Tactics for Conducting a Meticulous Investigation

    Failing to conduct a comprehensive and accurate investigation can shatter your credibility - as well as your attorney's - and jeopardize the client's case. Do you really want to risk it? In this indispensable legal guide, our experienced instructors present best practices for assisting your attorney in conducting a robust investigation. Enhance your expertise - register today!

    • Add new interviewing tactics to your tool kit.
    • Streamline the process of requesting public records.
    • Hear tried-and-true strategies for obtaining medical records.
    • Leverage technology for more efficient investigations.
    • Identify the benefits of a post-investigative debriefing.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. Locating People and Background Info: Powerful Tips for Paralegals
    2. Effective Interviewing Techniques for Better Results
    3. Requesting Public Records: Tactics for Streamlining the Process
    4. Tips for Paralegals on Retrieving Employment History and Medical Records
    5. The Dos and Don'ts of Harnessing Technology for Investigations
    6. Post-Investigative Debriefing: A Recipe for Success
    7. The Ethics of Investigations: Insights for Paralegals
    Show details

  • Road to Recovery: Medical Record in Auto Injury Cases for Paralegals

    • 04/10/2025
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100230

    Overview

    Know What to Look for and Where to Find it

    When it comes to medical records, what's clutter and what's critical to substantiating claims and demonstrating the extent of injuries? This medical-records-made-easy course will show you how to obtain, analyze, and use records to establish a clear medical narrative. Get the insights you need to quickly home in on case-supporting evidence for your attorney and effectively manage medical records in auto injury cases. Register today!

    • Understand injuries that result from auto accidents and the medical documentation that can substantiate them.
    • Ensure you have a comprehensive set of medical records and a well-organized file.
    • Know what to look for in initial medical assessments, in-hospital records, and treatment documentation.

    Abbreviated Agenda

    1. Types of Injuries and Medical Records Relevant to Auto Injury Claims
    2. Pointers for Requesting and Organizing Medical Records
    3. EMS Reports, Emergency Room Records, Primary Care Assessments, and Patient History
    4. Hospital Admission and Discharge Summaries
    5. Diagnostic Imaging Reports and Test Results
    6. Treatment Documentation and Specialist Consultation Reports
    7. Bills and Payment Records
    8. Tips for Preparing the Records for Depositions and Court
    Show details

  • Counseling Grieving Clients

    • 04/11/2025
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: 

    Overview

    Providing Empathetic and Effective Support

    Your clients often meet you on the worst days of their lives, going through the devastation of loss and grief. And they have a complex legal process looming ahead of them. Let us help you be the guiding hand that will lead them through it with empathy and understanding (while keeping your sanity and productivity, too). Register today!

    • Understand grief and what it does to decision-making.
    • Adopt effective language for communicating with clients in distress.
    • Determine what boundaries you need to set with clients.
    • Distinguish support and availability from codependency.

    Abbreviated Agenda

    1. Understanding Grief and Loss (and Their Effect on Rational Decision-Making)
    2. Preparing the Client for the Rigors of the Legal Process: Being Concise, Setting Clear Expectations
    3. Keeping Clients on Track While Practicing Empathy (Requesting Records, Getting Documents Signed, Obtaining Client Consent, etc.)
    4. Practical Support and Reliable Availability Without Codependency
    5. Helpful Language for Common Client Scenarios
    6. Preventing Burnout: Mental Health Resources for You and the Clients
    Show details

  • Calendar Coordination: Minimizing Missed Deadlines Across the Team

    • 04/15/2025
    • 12:00 PM - 1:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100239

    Overview

    From Stress to Success

    Calendaring can be overwhelming, especially for multiple attorneys! Let's talk about determining crucial deadlines, keeping a master calendar, and strategies for juggling multiple caseloads. Walk away with actionable tips to help prevent missed deadlines and keep your team ahead of the game. Whether you're a seasoned legal professional or just starting out, this program is tailored to elevate your skills and confidence in calendar coordination- register today!

    • Explore tactics for coordinating master calendars, shared calendars, and individual calendars.
    • Uncover collaborative calendaring methods to improve clarity and keep your attorneys on track.
    • Learn how Microsoft Outlook and other applications can streamline your team's calendar management.

    Abbreviated Agenda

    1. Deadline Calculation and Triggering Events
    2. Calendar Coordination: Maintaining the Master, Shared, and Individual Calendars
    3. Collaborative Calendaring Tactics: Ensuring Everyone Stays Informed and On Track
    4. Getting the Most Out of Microsoft Outlook and Other Applications
    5. Strategies for Managing Multiple Attorneys' Calendars
    6. Tips and Tricks for Avoiding Missed Deadlines
    Show details

  • Fact vs Fiction: Dissecting True Crime Narratives

    • 04/18/2025
    • 12:00 PM - 3:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100207

    Overview

    What Popular True Crime Documentaries Didn't Tell You

    The narratives presented by "true" crime documentaries all too often weave a tangled web of embellishments, lies, and selective storytelling. Can you see through the filmmakers' choices and differentiate fact from fiction? This course dares you to challenge the narratives you've heard and dives deep into the heart of the genre's most infamous cases. Prepare to engage, question, and discover the real stories that deserve to be told - register today!

    • Examine how selective storytelling in Making a Murderer distorted public understanding about Steven Avery's case.
    • Hone in on how The Jinx sidelines the voices of Robert Durst's victims.
    • Investigate crucial details The Staircase overlooked about Michael Peterson's trial.
    • Critique the portrayal of the Chris Watts case in American Murder: The Family Next Door.

    Abbreviated Agenda

    1. Omitted Evidence and Bias in Making a Murderer
    2. What The Jinx Leaves Out
    3. The Unseen Truth in The Staircase
    4. Behind Closed Doors: Unpacking American Murder and the Watts Case
    Show details

  • Case File Management Tips and Tricks for Paralegals

    • 04/24/2025
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100205

    Overview

    Fresh Approaches That Save Time and Enhance Accuracy

    Wave goodbye to missed deadlines and high stress levels, and wave hello to enhanced efficiency and organization! In this essential course, our distinguished faculty dole out paralegal tips and tricks for effective case file management. Explore best practices for building a calendar system, gain insights into the most popular case management software, and more. Boost your productivity - register today!

    • Analyze best practices for client management and communication.
    • Obtain tips for tracking court dates and deadlines.
    • Evaluate different methods of organizing and storing case files.
    • Discover the legal essentials of closing and archiving case files.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. Client Management and Communication: Onboarding, Info Gathering, and More
    2. All About Timing: Tips for Managing Court Dates, Deadlines, and Caseloads
    3. Using Case Management Software for Case File Organization and Storage
    4. Best Practices for Reviewing, Closing, and Archiving Case Files
    Show details

  • LLC Formation for Paralegals

    • 04/25/2025
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100203

    Overview

    Build Initial Research, Formation Documents, Filing, and Compliance Skills

    The start of every business must be thoroughly researched and organized to give it the best chance of success. This course will give you the knowledge, forms, and checklists you need to assist in LLC formation. Register today!

    • Organgize client intake and initial research necessary for drafting formation documents.
    • Discover the nuances of creating different types of LLCs and essential taxation considerations.
    • Review all the documents and steps needed to form an LLC.
    • Set up critical recordkeeping and reporting practices that shore up LLC protections.
    • Stay within the bounds of ethical restrictions on what paralegals can do in LLC formation.

    Abbreviated Agenda

    1. Client Intake and Preliminary Research
    2. Types of Business Structures
    3. LLC Taxation
    4. Key Operating Agreement Provisions
    5. Formation Documents Preparation and Filing
    6. Setting Up Ongoing Compliance and Administration Tasks
    7. Legal Ethics
    Show details

  • Background Checks to Trial: Paralegal's Guide to Witness Management

    • 04/29/2025
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100208

    Overview

    Unlock Your Potential and Master Critical Witness Management Skills

    A paralegal who can effectively deal with witnesses will free up valuable time for their attorney supervisors, providing peace of mind as they focus on legal strategy and case preparation. Can your attorneys trust you to deliver? This concise course will reveal critical witness management skills every litigation paralegal should know. From identifying witnesses to providing courtroom support, get the insights you need to provide your attorney critical support. Elevate your impact - register today!

    • Find background information on witnesses that could affect the case or testimony.
    • Gain expertise in conducting witness interviews and capturing compelling statements.
    • Make sure witnesses are where they need to be, when and where your attorneys need them.
    • Create well-organized witness files that can be easily accessed throughout the case.

    Abbreviated Agenda

    1. Finding Witnesses and Background Information
    2. Best Practices for Interviewing Witnesses and Taking Statements
    3. Witness Communication and Management
    4. Creating and Maintaining Witness Files and Witness Lists
    Show details

  • Managing Estate Plas (Document Management, Tracking Life Events, Requesting Updates

    • 04/30/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100204

    Overview

    Keeping Estate Plans on Track

    Trusts and estates paralegals know the work doesn't begin and end at getting the will and trust drafted. The only way the estate plan works is when it's based on accurate information, signed and executed properly, and if it's updated regularly. This legal guide covers the process from client intake through execution, life event changes, all the way to probate. Get practical knowledge to help you accomplish the tasks more effectively. Register today!

    • Improve and customize your client intake and make sure all the necessary documents are gathered.
    • Get tips for effective communication with various stakeholders.
    • Prepare clients for the estate planning process and organize case files.
    • Make better use of customized estate planning document templates.
    • Stay on top of post-drafting estate plan execution and maintenance.
    • Learn how to assist attorneys in estate planning and probate.

    Abbreviated Agenda

    1. Client Intake, Grief Counseling, and Follow-Up
    2. Information Needed for Preparing Estate Plans and Estate Inventories
    3. Organizing Will, Trust, POA Templates (Free and Specialized Drafting Software)
    4. Tackling Capacity and Disability Issues
    5. Funding Trusts, Obtaining Certification of Trusts, and Changing Deeds and Titles
    6. Post-Drafting Maintenance: Setting Reminders, Tracking Life Events, Requesting Updates
    7. Organizing Signed Estate Planning Documents and Case Files, Record Retention and Destruction
    8. Essential Paralegal Duties in Probate
    Show details

  • Intro to Commercial Debt Collections for Paralegals

    • 05/06/2025
    • 12:00 PM - 1:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100345

    Overview

    Practical Fundamentals of Collecting From Businesses

    Get the knowledge and practical skills you need to assist attorneys in the complex work of commercial debt collection. This course breaks down the legal framework governing business collections and offers practical tools for determining debtor financial status and supporting key creditor remedy actions. Expand your proficiencies - register today!

    • Clarify critical laws and regulations governing commercial debt collections.
    • Uncover the true state of debtor business's finances to help determine the best course of action.
    • Explore common claims actions and get tips for supporting each one.

    Abbreviated Agenda

    1. Legal Framework Governing Commercial Debt Collection (UCC, UFTA, etc.)
    2. Searching Public Records to Uncover the True Economic Condition of the Debtor
    3. What Creditor Remedies Exist? (Liens, Suit for Repossession, Contract Claims, etc.)
    4. Assisting Attorneys in Post-Judgment Actions: Veil Piercing, Assignment Orders, Contempt Proceedings
    5. Unique Challenges: Self-Employed Debtors, Personal Guarantees, etc.
    Show details

  • F is for Family Law: An Introductory Guide for Paralegals

    • 05/07/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100303

    Overview

    From Intake to Final Decree and Beyond!

    Looking to build a solid foundation in family law? This course will provide you with the skills you need to manage divorce, support, and custody cases from start to finish. Learn how to conduct effective client intake, organize and maintain case files, and stay on top of important deadlines. Dive into analyzing financial documents and calculating support payments. Explore the options for custody and parenting plans and how to modify or terminate these orders. Unlock the skills you need to get started in family law - register today!

    • Streamline your workflow with case and file management software.
    • Unveil methods for reviewing financial records and assessing income.
    • Discover the procedures for divorce cases, including preparing the preliminary petition.
    • Build confidence in drafting important requests, responses, motions, and more.
    • Explore how to handle ethical dilemmas, such as UPL and dishonest clients.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE’s endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. Client Intake Considerations
    2. Organizational Tactics and Technologies for Case Management
    3. Financial Analysis, Asset Assessment, and Support Calculations
    4. Divorce, Custody Arrangements, and Parenting Plans
    5. Discovery and Evidence Essentials
    6. Litigation and Trial Preparation
    7. Paralegal Ethics in Family Law
    Show details

  • Paralegals' Checklist Guide to Personal Injury Cases

    • 05/08/2025
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100274

    Overview

    Are You Missing Anything?

    When it comes to personal injury cases, checklists are invaluable to ensuring no deadlines, evidence, liens, or other important details go overlooked. This paralegal program is chock full of checklists to help you ensure you've dotted the i's and crossed the t's. From case inception to tying up loose ends after trial, know exactly what steps you need to take and when. Keep cases organized and on track - register today!

    • Get a comprehensive overview of all key tasks that must be completed by plaintiff and defense.
    • Walk through checklists to ensure you're leaving no stones unturned during case investigations.
    • Identify all potential liens and navigate the way to resolution with handy checklists.
    • Receive step-by-step guidance for discovery, trial preparation, and other litigation to-dos.

    Abbreviated Agenda

    1. Personal Injury Case Master Checklists: What to Do and When
    2. Interview Checklists and Questions
    3. Accident Investigation Checklist
    4. Medical Records and Insurance Checklists
    5. Demand Checklist (and Tips)
    6. Mediation and Settlement Checklists
    7. File Opening, Closing, and Organization Checklists
    8. Checklists and Tips for Dealing With Liens and SubrogationChecklists and Tips for Dealing With Liens and Subrogation
    9. Pleadings and Motions Checklists
    10. Discovery Checklists and Forms: Requesting and Receiving
    11. Discovery Checklists and Forms: Responses
    12. Checklists for Hearings and Depositions: Scheduling, Preparation, What to Do After
    13. Trial Preparation Checklists
    Show details

  • The Paralegal's Guide to Obtaining Reviewing and Summarizing Medical Records

    • 05/14/2025
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100260

    Overview

    Practical Insights on Systems for Organizing Medical Records, HIPAA Compliance for Paralegals, and More

    Oftentimes, the collection and use of medical records can make the difference between winning or losing a case. Are you confident in your ability to obtain and review the medical records your attorney needs? This paralegal-focused program shows you the nuts and bolts of requesting, assessing for accuracy, and summarizing medical records. Explain the importance of medical records in litigation, identify how to organize medical bills and records, and examine best practices for preparing medical record chronologies - register today!

    • Gain tips for obtaining medical records.
    • Discover the dos and don'ts of working with electronic medical records (EMRs).
    • Receive pointers for preparing medical record summaries.
    • Hear best practices for ensuring HIPAA compliance when working with PHI.

    Abbreviated Agenda

    1. The Importance of Medical Records in Litigation
    2. Requesting and Obtaining Medical Records: Paralegal Best Practices
    3. Electronic Medical Records (EMRs) 101: Requesting Audit Trails, Assessing EMR Accuracy, etc.
    4. Best Practices in Preparing Medical Record Chronologies and Summaries
    5. HIPAA Compliance: Ensuring Legal Best Practices
    6. Ethical Considerations
    Show details

  • Applying the Federal Rules of Civil Procedure: Insights for Paralegals

    • 05/15/2025
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100258

    Overview

    Play By the Rules

    Enhance your expertise in federal litigation! This course covers the essential Federal Rules of Civil Procedure (FRCP) you need to know, from rules relating to managing discovery to rules applicable to assisting with motions and case strategy. Learn how you play a crucial role in case management by staying ahead of filing deadlines, organizing key documents, and ensuring compliance. We'll also cover best practices and ethical considerations to help you stay in compliance with the FRCP, safeguard confidential information, and avoid sanctions. Join us to build confidence in supporting your legal team's success in federal cases - register today!

    • Examine key rules of civil procedure that are most pertinent to paralegal practice.
    • Discover effective ways to use the FRCP to support your attorney in motion practice and beyond.
    • Discuss ethical considerations and the importance of compliance with the FRCP.

    Abbreviated Agenda

    1. Key Rules Every Paralegal Should Know for Pre-Trial Success
    2. Supporting Effective Motion Practice and Case Management
    3. Ethical Considerations and Best Practices in FRCP Compliance
    Show details

  • Seamless Real Estate Closings: Paralegal Insights forEfficient Coordination and Logistics

    • 05/16/2025
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100350

    Overview

    Steps to a Hassle-Free Closing Day

    Much can go wrong in the days leading up to a real estate closing. As a paralegal, it's your job to keep the different parties on track and ensure the necessary documents and closing table are ready. Join our expert faculty for practical tips for managing the process, handling last-minute issues, and ensuring everything runs smoothly. Build your skills and get the insights you need to facilitate flawless closings - register today!

    • Make sure clients, lenders, title companies, and agents are aligned throughout the process.
    • Use checklists to avoid overlooking any critical closing documents and details.
    • Facilitate a smooth exchange and signing of documents at the closing table - in-person and remote.

    Abbreviated Agenda

    1. Coordinating With Clients, Lenders, Title Companies, and Agents
    2. Scheduling the Closing
    3. Checklist for Closing Document Preparation and Review
    4. Tips for Troubleshooting Last-Minute Issues and Delays
    5. Coordinating in-Person vs. Remote Closings
    6. Closing Day Coordination - Finalizing Details
    7. Facilitating the Exchange and Signing of Documents
    8. Disbursement of Funds and Handling the Transfer of Ownership
    Show details

  • Juggling Justice: Mastering the Art of Multi-Attorney Support

    • 05/20/2025
    • 9:00 AM - 12:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100305

    Overview

    The Most Effective Strategies for Balancing Tasks, Setting Boundaries, and More

    From competing deadlines to varying expectations, working for multiple attorneys often feels like herding cats. However, it doesn't have to be hard. In this troubleshooting course, our experienced faculty give you tips and tricks for collaborating effectively within multi-attorney teams, streamlining your workflow, and building contingency plans to deal with unexpected bushfires and delays without compromising productivity. Enhance your efficiency - register today!

    • Gain pointers for building strong relationships in multi-attorney teams.
    • Develop strategies for adapting to different lawyer communication styles.
    • Hear tips for prioritizing deadlines and tasks across multiple attorneys.
    • Discover the top case and task management tools for paralegals.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. Seamless Collaboration: Tips for Forming Strong Relationships on Multi-Attorney Teams
    2. Adapting to Different Attorney Styles to Ensure Efficiency and Smooth Communication
    3. Prioritizing Tasks and Deadlines for Multiple Attorneys
    4. 5 Task and Case Management Tools That Top Paralegals Swear By
    Show details

  • Paralegals' Guide to Impeccable Corporate Records

    • 05/21/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100304

    Overview

    Master Essential Formation and Operation Records Management

    Managing transactional documents, as well as formation and operating records is a critical skill every corporate paralegal must master. This practical program offers foundational knowledge for documenting meetings, creating document retention systems, and ensuring proper retention and destruction practices. Whether you are new to the practice area or need a refresher, this program is for you. Register today!

    • Explore key provisions of formation documents and bylaws.
    • Improve your meeting minutes practices, obtain board members' consent, and more.
    • Create and maintain a strong system for updating and maintaining corporate records.
    • Support corporate transactions with exhaustive due diligence requests.

    Abbreviated Agenda

    1. Mastering Foundational Concepts
    2. Essential Corporate Documents, and How to Keep Them Organized
    3. Documenting Meetings
    4. Record Management Systems, Technology, and Tools
    5. Maintaining and Updating Records
    6. Supporting Due Diligence and Corporate Transactions
    Show details

  • Forming a Clear Picture of Medicaid Claimants' Assets and Income

    • 05/27/2025
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe-sems.com/products/100346

    Overview

    Obtaining, Analyzing, and Updating Clients' Financial Records

    Paralegals are the first line of defense against inaccurate financial client data that can result in failure to obtain Medicaid nursing home coverage. Are you doing everything you can to ensure clients don't omit potentially countable assets and ruin their own eligibility? This course offers practical tips for ensuring accuracy at intake and provides new ways for verifying, obtaining, and analyzing client financial records. Error-proof your practices - register today!

    • Build better asset inventories with tips from the pros.
    • Master the use of publicly available databases to verify and obtain critical information.
    • Discover useful documents you might not have thought to request.

    Abbreviated Agenda

    1. Client Intake Questionnaire and Interview
    2. What Documents to Request and Tips for Helping Clients Comply
    3. Publicly Available Property, Financial, and Tax Records
    4. Creating Asset Inventory and Documenting All Income Sources
    5. Commonly Overlooked Countable Assets
    6. Following Up on Information Requests
    7. Setting Reminders for Regular Eligibility Reviews
    Show details

  • Complete Trial Preparation Guide for Paralegals

    • 05/28/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100272

    Overview

    Learn How to be an Indispensable Trial Prep Paralegal

    Trials can be won and lost based on what paralegals do during trial preparation. Will you have given your attorney the tools they need to succeed - or will you have left them woefully unprepared for their critical moment on stage? This comprehensive trial prep guide will give you all the insights you need to be your attorney's indispensable aid. From initial planning and task lists to that exciting final day, learn real-world tips that no litigation paralegal should do without. Equip your attorney to win - register today!

    • Get a master task list to ensure you're leaving no steps or details overlooked.
    • Receive practical tips for keeping yourself (and the trial team at large) organized and on track.
    • Discover how to be that vital point of contact between your attorney and the client, witnesses, court, and vendors.
    • Create an ultimate trial notebook that will help (not hinder) your attorney in the heat of battle.
    • Gain real-world insights for making visual aids and exhibits stand out.
    • Uncover vital dos and don'ts for pretrial and trial motions and briefs.
    • Learn how to be an effective sounding board for case themes, opening statements, examination questions, and closing arguments.

    Abbreviated Agenda

    1. Master Task List and Timeline: Everything You Need to Do and When
    2. How to Stay Organized Amid the Chaos
    3. Creating a Winning Trial Notebook
    4. Motions, Briefs, Citations: Critical Do's and Don'ts
    5. Coordinating With Clients, Witnesses, the Court, and Vendors
    6. Preparing Documents, Exhibits, Visual Aids
    7. Offering Insights and Creative Ways to Help Your Attorney Prepare
    8. The Big Day: To-Do's and Tips for Assisting With Jury Selection and Trial
    9. Paralegal Ethics
    Show details

  • 7 Legal Writing Blunders Paralegals Don't Know They're Making

    • 05/29/2025
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100285

    Overview

    Which of These Legal Writing Mistakes Are You Guilty Of?

    Bad writing isn't just a minor annoyance. In your line of work, it can lead to anything from embarrassment and delays to lost cases. Protect your reputation and the firm's bottom line by refining your writing skills. This CLE session highlights 7 major legal writing blunders and how to avoid them. Turn your mistakes into opportunities for improvement. Register today: your documents (and your attorney) will thank you!

    • Simplify your writing to avoid confusing your reader and wasting their time.
    • Ditch the jargon and learn how to communicate in plain and powerful language.
    • Spare yourself from the repercussions of messy citation work.
    • Avoid formatting failures that will have your document sent straight back for revisions.
    • Catch sneaky typos and grammatical errors before they cost you.

    Abbreviated Agenda

    • #1: Overly Complex, Verbose, and Disorganized Writing
    • #2: Using the Wrong Language: Excessive Legalese, Vague Terms, and Clichés
    • #3: Off-Target or Irrelevant Content
    • #4: Wrong Voice or Tone for the Document and Intended Audience
    • #5: Improper or Inconsistent Citations
    • #6: Neglecting to Meet Formatting Requirements
    • #7: Proofreading Failures: Top Spelling, Grammar, and Typographical Errors
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  • Probate and Estate Administration for Paralegals

    • 06/03/2025
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100364

    Overview

    Confidently Assist in Probate and Estate Administration

    Do you have the best system in place for setting up client files; managing probate deadlines and communications; and preparing estate inventories, final accountings, and tax returns? This practical course will give you tips for improving your processes and drafting skills. Register today!

    • Walk through the essential steps of probate and estate administration.
    • Get practical tips for creating the file and organizing the incoming and created documents.
    • Create better inventories with help from experienced faculty.
    • Review key tax timelines and forms.
    • Establish and maintain proper communication with clients, executors, and other parties.
    • Effectively handle final accounting and distributions.

    Abbreviated Agenda

    1. Estate Administration Process Overview and First Steps
    2. Setting Up the File
    3. Communicating With Executors, Clients, and Other Parties
    4. Inventory: Preparing Asset Lists and Analyzing Records
    5. Management of the Estate
    6. Trusts Management and Taxation in Estate Administration
    7. Tax Forms, Timelines, Reporting in Estate Administration
    8. Final Account, Distributions, and Estate Closing
    9. Ethics in Probate
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  • Preparing for Personal Injury Trials: A Paralegal's Checklist Guide

    • 06/05/2025
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100417

    Overview

    Ensure a Smooth, Organized, and Successful Trial

    While your attorney works on their courtroom strategy, it's your responsibility to do much of the preparation work and ensure that every detail is in place for the big day. This guide will equip you with best practices and handy checklists so you can meet the demands of personal injury trial prep with confidence. Lay the groundwork for a seamless trial experience - register today!

    • Organize trial binders and notebooks for quick and easy access to information.
    • Receive tips for preparing evidence and visuals for the courtroom.
    • Coordinate with witnesses to ensure they are ready and at trial when they need to be.
    • Get a firm handle on courtroom logistics: ensure that all materials are in place and accessible for a smooth trial.

    Abbreviated Agenda

    1. Efficiently Organizing Trial Binders and Notebooks
    2. Readying Documents and Exhibits
    3. Witness Preparation for Personal Injury Trials
    4. Trial Logistics and Courtroom Preparation
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  • Becoming a Power User of MS Word and Excel: A Paralegal's Guide

    • 06/11/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/100365

    Overview

    Master the Use of Microsoft Office Applications in the Law Office

    Are you looking for tips, tricks, and time-savers for everyday legal tasks? Are you looking for new and creative ways to use the software already at your disposal? In this engaging paralegal program, our tech-savvy faculty will show you how to tap into the secret capabilities of Microsoft Word, Excel, Outlook, OneNote, and PDF software to simplify legal tasks, streamline document drafting and review, and much more. Become a more resourceful paralegal - register today!

    • Find out how to become a power user of Microsoft Word with tricks for the law office and at home.
    • Simplify the process of document review, formatting, and collaboration with MS Word.
    • Utilize all the data analysis and presentation tools Excel has to offer.
    • Tap into the more sophisticated features of PDF software.
    • Discover how to utilize Microsoft OneNote to improve collaboration and streamline note-taking.
    • Enhance your MS Outlook skills with pointers on inbox management, calendar maintenance, and more.
    • Rediscover and reinvent your available software to enhance everyday legal tasks.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. Making Microsoft Word Support the Needs of the Law Office Professional
    2. Becoming a Power User of Microsoft Word
    3. Unleashing the Power of MS Excel for the Law Office
    4. Utilizing Sophisticated Excel Features in Your Spreadsheet
    5. Leveraging Critical Collaboration Techniques for the Law Office Environment
    6. Incorporating Effective Organizational Tools and Techniques Within Microsoft Outlook for the Law Office
    7. Bringing Awareness of Trending Technology Products for Law Offices
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  • Litigation Support: Tips and Tricks for Organizing Complex Cases

    • 06/12/2025
    • 9:00 AM - 12:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/100432

    Overview

    Conquer the Mess of Tasks, Documents, and Deadlines

    Organizing large volumes of documents, coordinating with multiple stakeholders, and meeting tight deadlines in a complex case can be daunting - but it doesn't have to be. This course will arm you with practical tools and strategies to effectively manage intricate and high-stakes proceedings. No matter the nature of the claim, this webinar will equip you with essential tips and tricks to streamline your litigation support processes. Register today!

    • Get tips for tracking and staying on top of demanding deadlines and tasks.
    • Uncover effective tools for managing large volumes of incoming and outgoing documents.
    • Coordinate with multiple stakeholders and ensure alignment every step of the way.
    • Gain actionable insights for eliminating inefficiencies in trial preparation.

    Abbreviated Agenda

    1. Tracking and Prioritizing Tasks and Deadlines in Complex Cases
    2. Keeping Discovery and the Large Volume of Documents Under Control
    3. Coordinating Multiple Parties and Experts
    4. Transforming Trial Preparation and Eliminating Inefficiencies
    Show details

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

206.653.7259

info@wspaonline.org

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