Washington State Paralegal Association

Upcoming events

    • 08/11/2020
    • 8:00 AM - 11:15 AM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/The-Workers-Compensation-Paralegal-s-Guide-to-Medical-Records-and-Evidence/Audio-Webinar/86569ER_CACAP408300000?st=WA&pt=1

    Program Description

    Practical Guidance for Requesting, Reviewing and Summarizing Medical Records

    Even slight missteps in the medical request and review process can lead to disastrous consequences in workers' compensation litigation. Getting the job done right takes considerable attention to detail, analytical skills and a firm understanding of the medical and legal issues at hand. Learn how to get the evidence you need without running afoul of HIPAA. Get practical guidance for efficiently reviewing and summarizing mountainous stacks of records. Register today!

    • Learn best practices for successfully obtaining all pertinent medical records.
    • Explore how HIPAA regulations affect the medical request process.
    • Get practical guidance for reviewing and summarizing key documentary evidence.
    • Learn top strategies for preparing case files for trial.

    Who Should Attend

    This intermediate level course will teach attendees how to effectively request, review and summarize medical records. Those who should attend include:

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

    Course Content

    1. Medical Record Essentials: What to Look for and Where to Find It
    2. Navigating HIPAA Regulations
    3. Claim Investigation, Documentation and Organization
    4. Preparing Medical Information for Use At Trial
    • 08/12/2020
    • 7:00 AM - 2:00 PM (PDT)
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Mastering-the-Intangibles-for-Paralegals/Video-Webcast/86495ER_DEDEPAR469300000?st=WA&pt=1

    Program Description

    Outlook Tips, Leadership Skills, Email Drafting, Time Management and Must-Have Tech

    Excelling as a 21st century paralegal takes more than just substantive knowledge and hard work - you have to know how to fix inefficient processes, lead initiatives, embrace technology and communicate extremely well. Don't miss this exciting opportunity to sharpen your leadership, tech, time management, and correspondence skills - register today!

    • Get drafting techniques for communicating with difficult clients, opposing counsel and supervising attorneys.
    • Hone your leadership skills by exploring the top 10 skills that every managing paralegal needs.
    • Learn how to take back control over your exploding email inbox.
    • Get time-saving tactics for the "to-do" list, competing priorities and organizing files.
    • Explore top strategies for streamlining inter-firm processes with worthwhile solutions.
    • Get up to speed on the latest tech tips, websites, resources and gadgets that every paralegal should know.

    Who Should Attend

    This intermediate level course will teach attendees how to improve their professional skills. Those who should attend include:

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

    Course Content

    1. Before You Hit Send: Drafting Great Emails
    2. Extinguishing Dumpster Fires in Your Email Inbox
    3. Top 10 Leadership Skills Every Managing Paralegal Needs
    4. Taming the Chaos
    5. How (and Why) to Streamline Everything
    6. 15 Rapid-Fire Tech Tips, Websites, Resources and Gadgets for Every Paralegal
    • 08/13/2020
    • 11:00 AM - 2:15 PM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Litigation-and-Discovery-Documents-Top-Paralegal-Mistakes/Audio-Webinar/86543ER_CACAP408300000?st=WA&pt=1

    Program Description

    Avoid Errors That Will Make You (and Your Attorney) Look Bad

    Creating errors in legal documents is never a good thing. At best, they're embarrassing - at worst, they can result in lost clients, derailed cases or judge reprimands. When you're dealing with numerous tasks and distractions, it's hard not to slip up. This program will highlight the most common mistakes paralegals make in pleadings, motions, discovery and other legal documents so you can minimize errors in your own writing. Sharpen your legal writing skills - register today!

    • Avoid spelling and grammatical errors that can result in confusion, case delays and extra costs.
    • Be on the lookout for pleadings and motion mistakes that can damage your credibility and cases.
    • Fine tune your discovery requests and make them less objectionable.
    • Prevent trial preparation oversights that could leave your attorney scrambling.

    Who Should Attend

    This intermediate level course will reveal common legal document mistakes. Those who should attend include:

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

    Course Content

    1. Top Paralegal Writing Mistakes
    2. Pleadings, Motions and Briefs Gone Wrong
    3. Discovery Requests and Responses - What NOT to Do
    4. Settlement, Trial and Appeal - Avoiding Key Pitfalls
    • 08/18/2020
    • 10:00 AM - 11:00 AM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/PROBATE-for-Paralegals-Reading-and-Organizing-Financial-and-Tax-Documents/Audio-Webinar/86568ER_TXTXPAR418600000?st=WA&pt=1

    Program Description

    Practical Insights to Help with Inventory, Tax and Court Filings, Final Account and Distributions

    Effective probate administration requires intricate knowledge of a wide range of financial and tax documents. This legal guide offers a paraprofessional-centered view of how to better secure, organize, analyze and file the plethora or relevant documents. Get specific tips you can apply immediately - register today!

    • Get practical tips for organizing documents for asset inventory.
    • Find new ways of keeping track of incoming documents, including bills and invoices.
    • Review tax forms and schedules and get guidance for more effective IRS communications.
    • Improve your processes and save time with software and systems efficiency lifehacks.
    • Get better at preparing distribution plans and contacting beneficiaries.

    Who Should Attend

    This basic level course will teach attendees how to effectively handle financial and tax documents in probate administration. Those who should attend include:

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

    Course Content

    1. Life Insurance and Death Benefits Forms, Bank Requests and Other Documents
    2. Asset Checklists and Organizing Documents for Asset Inventory
    3. Using Valuation Software to Account for Estate Assets
    4. Inventory Software Tips and Shortcuts to Save Time and Improve Results
    5. Making Document Assembly Systems Work
    6. Keeping Track of Bills, Invoices, and Creditor Communications
    7. Family Business Bylaws and Financial, Tax Documents
    8. Tax Forms and Schedules and IRS Communications for the Estate
    9. Reading the Trust Instruments and Supporting Docs
    10. Preparing Sub-Trust Allocation Schedules and Distribution Plans
    11. Managing Trust Administration and Maintaining Files and Compliance Calendars
    12. Preparing Estate Distribution Plans, Communicating with Beneficiaries, Obtaining Consent, etc.
    13. Communication Schedules, Reminders and Logs (Creditors, Beneficiaries, etc.)
    • 08/19/2020
    • 7:00 AM - 2:00 PM (PDT)
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Paperless-Office-101-for-Paralegals/Video-Webcast/86486ER_FLFLRPAET469300000?pt=1

    Program Description

    Integrate Paperless Processes and Tricks Into Your Daily Tasks 

    Whether your firm is transitioning to paperless or you're looking for pointers on better navigating an already-paperless office, this course is for you! Our knowledgeable faculty will provide you with practical strategies for managing digital conversion, working with electronic documents, handling paperless litigation and more. Streamline tasks and enhance productivity - register today!

    • Going paperless? Know what steps to take and how to overcome common hurdles. 
    • Discover cutting-edge equipment, software and other paperless essentials. 
    • Create effective workflow for scanning and organizing incoming documents. 
    • Find out how to effectively store electronic documents. 
    • Determine how to best deal with hard-copy documents. 
    • Protect office electronic data with security solutions that work for you. 
    • Uncover the latest productivity-enhancing mobile devices, programs and apps. 

    This is a rebroadcast of the original webcast delivered by Karin M. Scheehle and Rebecca Terry on November 13, 2019. Faculty will be available to answer your questions after the program.


    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle the paralegal duties associated with paperless law firm practices. Those who should attend include:

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

    Course Content

    1. Paperless Process, Procedures and Pointers 
    2. Data Storage, Organization and Management 
    3. What to do With Original, Hard-Copy Documents 
    4. Paperless Litigation, E-Discovery 
    5. Cutting-Edge Mobile Devices, Programs and Apps for Paralegals 
    6. Paralegal Ethics: Emails, Phones and Computers
    • 08/20/2020
    • 11:00 AM - 12:00 PM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Essential-Paralegal-Tools-Core-Communication-Skills/Audio-Webinar/87144ER_MTMPA469300000?st=WA&pt=1

    Program Description

    Get the Skills to Help You Get Things Done More Quickly and Effectively

    Clear, concise communication is critical to working well together and moving cases through. This quick guide offers tips for improving coordination, running meetings, resolving conflict, managing clients and more. Register today!

    • Make remote and in-person meetings run more smoothly.
    • Set the right tone with every email.
    • Learn how to ask questions to learn, coordinate work, and connect.
    • Find new ways of preventing and resolving conflict.

    Who Should Attend

    This intermediate level course will teach attendees how to communicate more effectively. Those who should attend include:

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

    Course Content

    1. Phone, Email, Texting Etiquette 
    2. Making In-Person and Remote Meetings More Productive
    3. Practical Tips for Responses and Follow-Up
    4. Brevity, Getting to the Point Quickly
    5. Answering Client Questions, Providing Information Safely
    6. The Many Uses of Asking Questions
    7. Communication with a Supervisor
    8. Getting Along with People in Your Work Group
    9. Handling Conflict
    • 08/26/2020
    • 7:00 AM - 2:00 PM (PDT)
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Land-Use-and-Zoning-for-Paralegals/Video-Webcast/86573ER_WAWPA478900000?st=WA&pt=1

    Program Description

    Applications, Approval Process, Appeals and Other Essentials

    Assisting attorneys with land use matters requires a thorough understanding of the law, applications and procedures. Do you have the knowhow you need to effectively navigate the approval processes? This program will show you how to prepare land use applications and work with local governments to get clients the permits and entitlements they need. Build your knowledge and skills - register today!

    • Understand the regulatory framework of land use law and how the approval process works. 
    • Discover how to prepare applications for variances, conditional use permits and other entitlements.
    • Get tips for communicating with local government offices.
    • Know where to look to find supporting evidence for applications and hearings.
    • Learn how to help your attorney appeal unfavorable land use decisions.

    Who Should Attend

    This intermediate level course will provide attendees with practical skills for handling land use and zoning issues. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff

    Course Content

    1. Land Use and Zoning Legal Essentials
    2. Fundamentals of the Land Use Approval Process
    3. Obtaining Variances and Conditional Use Permits
    4. Zoning Ordinance and Map Amendments for Paralegals
    5. Assisting with the Appeals Process
    6. Paralegal Ethics
    • 08/27/2020
    • 7:00 AM - 8:00 AM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Ethical-Implications-of-Technology-A-Paralegal-s-Guide/Audio-Webinar/86493ER_CACAPET429400000?st=WA&pt=1

    Program Description

    What You Need to Know to Maintain Compliance

    Ensuring ethical compliance in the ever-changing world of technology can be overwhelming. Take a closer look at the do's and don'ts for the use of technology in client communications and case management. Make sure your firm remains on the right track - register today!

    • Review ways to stay abreast of changing technology.
    • Discuss how to properly handle communications via email.
    • Learn tips for avoiding inadvertent disclosure.
    • Stay clear of dangers associated with social media relationships.

    Who Should Attend

    This intermediate level course will teach attendees how to confidently avoid ethical pitfalls when dealing with technology. Those who should attend include:

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

    Course Content

    1. Methods for Keeping up With Changing Technology
    2. Email, Smartphone and Other Electronic Communication
    3. Avoiding Inadvertent Disclosure
    4. Accessing Files Through Outside Service Providers
    5. Attorney-Client Relationship Dangers on Social Media
    6. Unauthorized Practice of Law
    • 08/31/2020
    • 10:00 AM - 11:00 AM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Damage-Control-for-Paralegals-Missed-Deadlines-Document-Mistakes-and-More/Audio-Webinar/87145ER_ARBPCE469300000?st=WA&pt=1

    Program Description

    What to Do When You Mess Up

    Everyone makes mistakes. When those mistakes occur in the legal context, they can have some serious consequences. Knowing how to own up to your mistakes and repair the damage done will produce far better results than letting them sit and waiting for them to come back and bite you. This program will show you how to recover from misfiled documents, missed deadlines and other common mistakes paralegals make. Clean up your mistakes gracefully - register today!

    • Discover how to best proceed when you've made a calendaring error or missed a major deadline.
    • Learn the most professional way to confess that you've made a mistake.
    • Build trust with your attorney by coming to them with solutions, not problems.

    Who Should Attend

    This intermediate level course will teach attendees how to take control of their mistakes. Those who should attend include:

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

    Course Content

    1. Misfiling or Misplacing Documents
    2. Making Calendaring Errors
    3. Blowing Deadlines
    4. Failing to Properly Apply Court Rules
    5. Typos, Grammatical Errors and Spelling Mistakes
    6. Violating Confidentiality
    7. Producing Privileged Documents to Opposing Counsel
    8. Accidentally Giving Legal Advice
    9. Failing to Track Your Time
    10. Mishandling Potential (or Current) Clients
    11. Reporting Your Mistakes - Tips for Telling Your Attorney You Screwed Up
    • 09/02/2020
    • 7:00 AM - 2:00 PM (PDT)
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Paralegal-s-Guide-to-Family-Law/Video-Webcast/86422ER_CACAPET439000000?pt=1

    Program Description

    Pleadings, Discovery Requests, Motions, Financial Document Analyses, Custody, Support and More

    This informative, start-to-finish program is designed for paralegals handling family law cases. Walk through the process of a domestic case from opening to its close, gain how-to's and tips for completing the common forms, and handle all of the discovery and preparatory work in between. Don't miss this chance to gain time-tested techniques for simplifying procedures and tackling common challenges along the way. Register today!

    • Analyze sample tax returns, bank statements, pension/retirement plans, paystubs and more.
    • Receive real-world techniques on improving case and office organization.
    • Gain tips and tools for calculating time-sharing and completing child custody worksheets.
    • Become a power user of the child support worksheet with hints from experienced faculty.
    • Find out how to better prepare for and assist at family law hearings and trial.
    • Obtain sample intake forms, checklists, discovery requests, family law agreements and more.
    • Learn how to effectively handle the emotional side of family law and deal with deceptive clients.

    This is a rebroadcast of the original webcast delivered by Rebecca Terry and Regina Wells on December 5, 2019. Faculty will be available to answer your questions after the program.


    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to manage family law duties. Those who should attend include:

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

    Course Content

    1. Case Initiation, Motions and Discovery Tools
    2. Analyzing Financial Information: Review of Sample Documents
    3. Handling Custody Issues
    4. Child and Spousal Support Calculation Issues
    5. Preparing for Hearings and Trial
    6. Case and Office Management for the Family Law Paralegal: Tips and Tricks
    7. Ethics and UPL
    • 09/09/2020
    • 11:00 AM - 2:15 PM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/A-Paralegal-s-Guide-to-Personal-Injury-Working-with-Medical-Providers-and-Insurance-Companies/Audio-Webinar/86570ER_TXTXPAR408300000?st=WA&pt=1

    Program Description

    Get the Responses You Want More Quickly and Effectively

    Acting as a center of communication between client, attorney, doctors, lienholders and insurance companies can be overwhelming. However, strong communication skills can help you keep things under control and eliminate time lost on miscommunications. How do your skills stack up? This program will show you communication best practices so you can get quicker and better responses. Sharpen your communication skills and tailor your style to your audience - register today!

    • Troubleshoot common issues when trying to get information or documents from medical providers.
    • Get pointers for contacting and sharing information with insurance adjusters.
    • Learn how to work effectively with health insurance companies, hospitals, Medicare and other lienholders.
    • Uncover practical tips for enhancing client satisfaction and avoiding miscommunications.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively communicate in personal injury cases. Those who should attend include:

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

    Course Content

    1. Medical Providers and Experts - Getting What You Need
    2. Working with Insurance Adjusters
    3. Corresponding with Lienholders (and Securing Reductions)
    4. Tips for Improving Client Contact and Communications
    • 09/11/2020
    • 10:00 AM - 11:00 AM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Federal-Court-E-Filing-Discovery-and-Other-Case-Management-Tips-for-Paralegals/Audio-Webinar/86566ER_NHOCSL408300000?st=WA&pt=1

    Program Description

    Streamline Your Work and Let Nothing Fall Through the Cracks

    Managing files, documents, deadlines, correspondence and tasks can be overwhelming - especially when you're dealing with an unfamiliar court. This program will reveal nifty tips and tricks for getting it all under control and making the process run smoothly. Save time, save money, save hassle - register today!

    • Learn how to effectively navigate the CM/ECF system for seamless e-filing.
    • Find out how to accurately calculate and keep track of deadlines in federal litigation.
    • Uncover tips and tools for managing documents, correspondence and other case matters.

    Who Should Attend

    This intermediate level course will show attendees best practices for effective case management. Those who should attend include:

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

    Course Content

    1. PACER and CM/ECF
    2. Calculating and Tracking Deadlines
    3. Preparing for Hearings and Conferences 
    4. Pointers for Maintaining the Client's File
    5. Document and Discovery Control
    6. Correspondence and People Management Tips
    7. Using Case Management Strategies to Prepare for Trial
    • 09/11/2020
    • 11:00 AM - 12:00 PM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Tips-for-Paralegals-Simple-Ways-to-Increase-Your-Value-to-the-Firm/Audio-Webinar/87146ER_CACAP469300000?st=WA&pt=1

    Program Description

    Practical Pointers to Help You Become More Indispensable

    Everyone wants to be seen as an irreplaceable employee. This program will reveal simple yet surefire ways to increase your value to the firm. Show your employer why they simply cannot live without you - register today!

    • Uncover little things you can do to earn the appreciation of your attorney.
    • Keep things organized so you can find what your attorneys needs when they need it.
    • Help the firm discover additional ways to save time and money.
    • Ensure clients stay happy to improve retention, referrals and make your attorney's life easier.

    Who Should Attend

    This intermediate level course is designed to give attendees practical tips for becoming an indispensable asset to their firm. Those who should attend include:

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

    Course Content

    1. 7 Small Ways to Make a Big Impact
    2. Tips for Being More Organized and Resourceful
    3. How to Troubleshoot Minor Technology Problems
    4. Opportunities to Save Time and Money
    5. People Skills: How to Calm Clients & Get Them to Cooperate
    • 09/15/2020
    • 8:00 AM - 9:00 AM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Paralegal-s-Guide-to-Bankruptcy-2020-Update/Audio-Webinar/86567ER_NHOCSL389100000?st=WA&pt=1

    Program Description

    Procedural and Deadline Essentials, Formatting Tips and File Management

    Keeping up to speed with the fast pace of bankruptcy proceedings can be difficult and complex. Excelling as a bankruptcy paralegal requires a firm understanding of procedure, case timelines, and critical requirements along the way. Review essential responsibilities at the key junctures of Chapter 7, 11 and 13 cases. Learn effective practices for tracking deadlines, avoiding filing mistakes, managing files and avoiding ethical missteps. Register today!

    • Review key deadlines and responsibilities in Chapter 7, 11 and 13 proceedings.
    • Learn how to track deadlines and avoid errors when filing and formatting.
    • Get best practices for managing case files.
    • Explore common ethical issues that arise in bankruptcy litigation.
    • Review recent rule/form changes you should know.

    Who Should Attend

    This basic level course will assist attendees in advancing their bankruptcy skills. Those who should attend include:

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

    Course Content

    1. Timetables, Deadlines and Key Responsibilities
    2. Filing and Formatting Tips and Traps
    3. Record Management Best Practices
    4. Top Redaction, UPL and "Legal Advice" Mistakes
    5. Recent Rule/Form Changes You Should Know
    • 09/16/2020
    • 7:00 AM - 2:00 PM (PDT)
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/An-Investigator-s-Guide-for-Paralegals-How-to-Get-the-Info-You-Need/Video-Webcast/86574ER_WAWPA408300000?st=WA&pt=1

    Program Description

    Investigation Strategies, Witness Interviews, Search Techniques and More

    Need to find a missing witness? Hidden assets? That "missing" profile pic from plaintiff's trip to Cancun? Elementary, my dear Watson!

    Get strategic advice for finding what you need and piecing the puzzle together. Delve into investigation strategies, essential sources, client interviews, factual analysis, key memoranda, and the particularities of accident, financial and social media investigations. Don't miss this exciting opportunity to sharpen your investigation skills with current best practices - register today!

    • Get strategies for scoping investigations and pursuing key lead and information sources
    • Delve into the particularities of accident scene reconstructions, financial investigations and disappearing persons.
    • Learn how to structure witness interviews and ask the right questions.
    • Explore best practices for analyzing facts, drafting summaries and communicating with lead attorneys.
    • Discover the ethical risks surrounding social media, UPL, and unethical instructions in investigations.

    Who Should Attend

    This intermediate level course will teach attendees to how to perform legal investigations. Those who should attend include:

    • Paralegals
    • Legal Assistants 
    • Legal Support Staff

    Course Content

    1. Overview: Goal Setting and Investigation Process
    2. Post-Retention Investigation
    3. Specialized Investigation Toolkit
    4. Smoking Guns on Social Media
    5. Client and Witness Interviews
    6. Piecing it All Together
    7. Ethics for the Paralegal PI
    • 09/17/2020
    • 10:00 AM - 1:15 PM (PDT)
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/A-Paralegal-s-Guide-to-Acing-Medical-Chronologies/Audio-Webinar/86552ER_NLA408300000?pt=1

    Program Description

    A Step-by-Step Guide to Reviewing, Analyzing and Summarizing Medical Records

    Mastering the medical side of litigation isn't easy, but it's a critical part of the paralegal's role in working up a case. Learn best practices for requesting, analyzing and chronicling relevant medical records in active disputes. Get strategies for crafting accurate and well-tailored medical chronologies that will impress everyone with a stake in the case. Register today!

    • Learn how to request and identify medical information that matters to case outcome.
    • Get strategies and tips for crafting iron-clad medical chronologies.
    • Explore tactics for preparing and reviewing billing itemizations.
    • Discover best practices for preparing medical information for trial.

    Who Should Attend

    This intermediate level course will teach attendees how to effectively prepare medical expense itemizations, chronologies and summary memorandum. Those who should attend include:

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

    Course Content

    1. Getting and Reviewing the Medical Info You Need
    2. Piecing it All Together: Medical Chronologies
    3. Reviewing Example Summaries for Different Injuries
    4. Preparing Medical Expense Itemizations
    5. Additional Often-Overlooked Expense Work
    6. Preparing the Medical Exhibits for Trial for Attorneys and Experts
    • 09/23/2020
    • 7:00 AM - 2:00 PM (PDT)
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Probate-and-Estate-Administration-for-Paralegals/Video-Webcast/86575ER_FLFLRPAET418600000?st=WA&pt=1

    Program Description

    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.

    Who Should Attend

    This intermediate level course will allow attendees to improve their estate administration skills. Those who should attend include paralegals, legal assistants and legal support staff.


    Course Content

    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. Beneficiary Designation Accounts in Estate Administration
    6. Management of the Estate
    7. Trusts Management and Taxation in Estate Administration
    8. Tax Forms, Timelines, Reporting in Estate Administration
    9. Final Account, Distributions, and Estate Closing
    10. Ethics in Probate

Past events

08/06/2020 The Paralegal's Guide to Medicaid, Medicare and Social Security
08/05/2020 Motor Vehicle Accidents: A Crash Course for Paralegals
08/04/2020 Secrets of Highly Successful Paralegals
07/29/2020 Medical Records for Paralegals: Advanced Issues and Answers
07/28/2020 Quarterly CLE: Visual Tools for Case Framing
07/28/2020 Paralegal Ethics: Avoiding Administrative Errors
07/23/2020 Efficient Discovery for Paralegals: Legal Holds, Document Production
07/22/2020 MA Closing Checklists and Documentation for Paralegals
07/21/2020 Advanced Probate Administration for Paralegals
07/18/2020 Meeting of the Board of Directors
07/16/2020 Top Skills Paralegals Need to Know: MS Word, Excel and More
07/15/2020 Medicare Liens, Set-Asides, the Portal and Medicaid Liens: Everything etc
07/14/2020 Discovery in Employment Litigation for Paralegals
07/09/2020 File and Case Management Hacks for Paralegals
07/08/2020 Handling the Divorce Case from Start to Finish: A Paralegal's Guide
06/30/2020 Legal Writing, Case Document Organization and MS Word Guide for Paralegals
06/29/2020 A Paralegal's Playbook: Obtaining Evidence from Social Media and Other
06/26/2020 The Probate Process from Start to Finish for Paralegals
06/25/2020 The Top 5 Organization Secrets of Highly Effective Paralegals
06/24/2020 Litigation Boot Camp for Paralegals
06/24/2020 Wills and Trusts for Paralegals
06/23/2020 Preparing for Trial: What paralegals Need to Know
06/18/2020 Paralegal How-To's: Smartphone and Text Evidence in Auto Injury
06/17/2020 Advanced Family Law for Paralegals
06/16/2020 Essential Skills for the Corporate Paralegal
06/11/2020 Ethics for Paralegals: Solutions to the Toughest Client Problems
06/10/2020 Litigation for Paralegals: Top Challenges to Overcome
05/28/2020 Litigation Document management for paralegals
05/27/2020 Top Mistakes in Estate administration Accounting and Distribution
05/21/2020 Conducting the Title Search: A Paralegal's Toolkit
05/21/2020 Conducting the Title Search: A Paralegal's Toolkit
05/20/2020 Calendaring and Communications Management Guide for Paralegals
05/14/2020 LLC Formation in a Nutshell: What Paralegals Need to Know
05/13/2020 Divorce Process Forms and Checklists: What Every Paralegal Needs
05/12/2020 Workers Compensation case management: Top challenges for Paralegals
05/06/2020 Discovery Responses and Document Production: A Paralegal's Ultimate GUide
05/05/2020 ethics of Email for Paralegals
04/30/2020 Trust and Estate Administration for Paralegals
04/29/2020 Law Office Management: Hot Topics and Cutting-Edge Tools for Paralegals
04/23/2020 Medical record Analysis for Paralegals: Chronologies, Summaries andExpense
04/22/2020 A Paralegal's Guide to Pleadings, Motions, Discovery Requests and Briefs
04/21/2020 Administrative Mistakes Paralegals Need to Know to Avoid Ethics Nightmare
04/16/2020 Business Contracts: A Paralegal's Ultimate Guide
04/15/2020 What Family Law Paralegals Need to Know About Smartphone, Text, Etc
04/14/2020 Liens in Auto Injury for Paralegals
04/09/2020 Surveys, Plats, Legal Descriptions Title Insurance: A Paralegals Guide
04/02/2020 The Litigation Paralegal's Guide to Drafting Discovery Requests etc
03/31/2020 Auto Injury Litigation: Top Paralegal Mistakes
03/25/2020 Paralegal Ethics: Handling Uncomfortable Situations
03/23/2020 Social Media Evidence: A Paralegal's Guide
03/19/2020 Strategies for the Personal Injury Paralegal: Plaintiff and Defense Perspectives
03/18/2020 Legal Research and Writing: Tips, Tricks and Handy Know-Hows for Paralegals
03/17/2020 Business Law for Today's Paralegal
03/12/2020 The Paralegals Guide to Subpoenas
03/11/2020 A Paralegal's Guide to Discovery in Divorce
03/10/2020 Filing, Organization and Time Management for Paralegals
03/06/2020 TopCase Management Strategies for the Personal Injury Paralegal
03/04/2020 Social Security Disability from Start to Finish for Paralegals
02/27/2020 Overcoming the Top Ethical Dilemmas Paralegals Face
02/26/2020 Medical Records Made Easy for Paralegals
02/21/2020 Discovery Requests: A Step-by-Step Guide for Paralegals
02/18/2020 Top Challenges for Family Law paralegals
02/14/2020 Top 11 Federal Court Mistakes Paralegals Makes (And How to Avoid Them)
02/12/2020 Becoming a Power User of MS Word and Excel: A Paralegal's guide
02/11/2020 Drafting and Reviewing Real Estate Transaction Documents: A Paralegal's Guide
02/06/2020 Top Probate Administration Challenges for Paralegals
02/05/2020 Trial Preparation from Start to Finish for Paralegals
02/04/2020 Case Law Research for Paralegals
01/30/2020 The Paralegal's Guide to Workers' Compensation Cases
01/28/2020 The Paralegal's Guide to Auto Injury Litigation
01/25/2020 South Puget Sound Social Meeting
01/23/2020 A Paralegal's Guide to Researching and Investigating
01/22/2020 Trusts 101 for Paralegals
01/15/2020 Paralegal's Guide to Liens and Subrogation in Personal Injury
01/14/2020 Successful Multi-Tasking Tips for Paralegals
01/09/2020 E-Signatures and Electronic Contracts: What Paralegals Must Know
01/08/2020 Financial Issues in Divorce for Paralegals
01/03/2020 ESI Preservation and Spoliation Challenges for Paralegals
12/20/2019 Drafting Demand Letters and Damage Calculations for the Personal Injury Paralegal
12/19/2019 The Paralegal's Guide to Locating Persons and Finding Background Information
12/18/2019 Estate Administration Accounting and Distribution for Paralegals
12/17/2019 Trial Notebooks and Exhibits: A Paralegal's Ultimate Guide
12/12/2019 What Paralegals Need to Know About Business Contacts
12/11/2019 Gathering Electronic Evidence: An Advanced Guide for Paralegals
12/10/2019 Document Retention and Data Security: What Paralegals Need to Know
12/05/2019 Paralegal's Guide to Family Law
12/04/2019 Investigation and Discovery of Auto Injury Claims: The Paralegal's Role
11/21/2019 Dealing with Difficult Clients: Ethical Considerations for Paralegals
11/20/2019 Medical Records: Top Paralegal Pitfalls and Challenges
11/18/2019 Effective Calendaring, Docketing and File Tickling System Tips for Paralegals
11/18/2019 Annual Estate Planning Seminar
11/14/2019 Real Estate Boot Camp for Paralegals
11/13/2019 Paperless Office 101 for Paralegals
11/12/2019 Organizing SSDI Claims: Top Tips for Paralegals
11/07/2019 Accounting Software Tips for Paralegals: QuickBooks and Beyond
11/06/2019 Medicare and Medicaid Liens for Paralegals: Navigating the Portal and other Requirements
11/05/2019 Discovery in Divorce for Paralegals
11/01/2019 Trial Preparation from Start to Finish for Paralegals
10/30/2019 HIPAA Compliance for Paralegals: Obtaining and Maintaining Records
10/29/2019 Top Skills Paralegals Need to Know; MS Word, Excel, and More
10/26/2019 Researching Case Management Systems Lawyers Use
10/23/2019 Litigation Boot Camp for Paralegals
10/21/2019 What Paralegals Need to Know about Wills and Trusts
10/17/2019 Ethical Implications of Technology: A Paralegal's Guide
10/16/2019 Handling the Divorce Case from Start to Finish: A Paralegal's Guide
10/09/2019 Title Law for Paralegals
09/26/2019 Auto Injury Claims From Start to Finish
09/25/2019 How Paralegals Handle the Everyday Ethics of Email
09/24/2019 Bankruptcy Rules and Forms 101 for Paralegals
09/19/2019 Case Management 101 for Family Law Paralegals
09/18/2019 Employment Law: What Paralegals Need to Know
09/17/2019 Top 6 Trial Mistakes Paralegals Make
09/13/2019 The Paralegal's Guide to Adobe Acrobat
09/12/2019 A Paralegal's Guide to Corporate Governance
09/10/2019 Advanced Real Estate for Paralegals
08/29/2019 Legal Writing for Paralegals: Common Mistakes to Avoid
08/28/2019 Preparing for Trial: What Paralegals Need to Know
08/24/2019 SPS Chapter Networking Meeting
08/22/2019 The Paralegal's Guide to Construction Contracts
08/21/2019 Business Contracts: A Paralegal's Ultimate Guide
08/17/2019 South Puget Sound Chapter Meeting
08/15/2019 The Paralegal's Guide to Personal Injury Damages
08/13/2019 Getting and Staying Organized: Creating "best practices" for Paralegals
08/06/2019 Social Security disability Evidence: A Paralegal's Guide
08/05/2019 Discovery Responses and Document Production:
07/31/2019 Paralegal Ethics: Avoiding Administrative Errors
07/30/2019 The New Tax Law for Paralegals" LLCs, C-Corps, S-Corps, Partnerships ++
07/25/2019 Medical Record Analysis for Paralegals: Chronoligies, Summaries, Expense Itemizations
07/24/2019 Litigation for Paralegals: Top Challenges to Overcome
07/18/2019 Advanced Family Law for Paralegals
07/17/2019 Collecting Judgments and Discovering Assets for Paralegals
07/11/2019 Top Mistakes in Estate Administration Accounting and Distribution
07/10/2019 Federal Court: What Paralegals Need to Know
06/27/2019 WSPA Annual Members Meeting
06/26/2019 The Paralegal's Guide to Law Office Management
06/24/2019 Complex Social Security Law Issues: The Paralegal's Guide
06/20/2019 Unauthorized Practice of Law, Confidentiality and More:
06/19/2019 A Paralegal's Guide to Pleadings, Motions, Discovery Requests, etc
06/14/2019 A Paralegal's Guide to Tax Exempt Organizations: Planning and Forms
06/11/2019 Social Media, Smartphone and Email Evidence: Mistakes Paralegals Should Avoid
06/06/2019 Divorce cases from Start to Finish for Paralegals
06/06/2019 Trust and Estate Administration for Paralegals
06/05/2019 The Paralegal's Guide to Medicare Set-Asides and Conditional Payment
06/01/2019 S. Puget Sound Chapter Meeting & Professional Development Seminar
05/23/2019 Ethics and Legal Practice: The Paralegal's Role
05/22/2019 A Paralegal's Guide to Discovery in Divorce
05/21/2019 Document Production and Review in Discovery: What Paralegals Need to Know
05/15/2019 Auto Injury Litigation Boot Camp for Paralegals
05/14/2019 A Paralegal's Guide to Deadlines and Calendaring
05/10/2019 Case Management for Paralegals: Managing Documents, Files,
05/09/2019 Advanced Medical Records for Paralegals
05/04/2019 Certification-Licensure Workshop
05/02/2019 Spokane Chapter Open House
05/02/2019 Case Law Research for Paralegals
04/30/2019 Trial Preparation From Start to Finish for Paralegals
04/26/2019 The Paralegal's Guide for Ethical Use of Social Media
04/17/2019 Personal Injury 101: What Paralegal's Need to Know!
04/15/2019 Corporate Governance: What Paralegals Need to Know
04/11/2019 The Paralegal's Guide to Probate
04/10/2019 Workers' Compensation: What Paralegals Need to Know
04/09/2019 The Real Estate Paralegal's Guide to Due Diligence
04/03/2019 A Paralegal's Guide to Researching and Investigating
03/29/2019 Paralegal Career Night
03/27/2019 Trial Notebooks & Exhibits for Paralegals
03/26/2019 Becoming a Power User of MS Word and Excel: A Paralegal's Guide
03/20/2019 A Paralegal's Guide to Commercial Lending and Financing
03/19/2019 Family Law for Paralegals
03/14/2019 Organizing Discovery Documents: A Checklist for Paralegals
03/13/2019 Paralegal Ethics: Handing Uncomfortable Situations
03/11/2019 Estate Accounting Basics for Paralegals
03/06/2019 Advanced Auto Injury Claims for Paralegals
02/28/2019 The Paralegal's Guide to Locating Persons and Finding Background Information
02/27/2019 Paralegal's Guide to Divorce
02/21/2019 Medical Records Made Easy for Paralegals
02/19/2019 The Corporate Paralegals Guide to Drafting, Recordkeeping and More
02/13/2019 Medicare and Medicaid Liens for Paralegals: Navigating the Portal and Other Requirements
02/11/2019 Ethic of Email for Paralegals
02/06/2019 The Paralegal's Guide to Estate Planning
02/05/2019 The Paralegals' Guide to Client Intake and Evaluation
02/02/2019 Networking & Wine Social
01/31/2019 Overview of Mergers and Acquisitions or Paralegals
01/31/2019 Paperless Office 101 for Paralegals
01/29/2019 Federal Court Fundamentals for Paralegals
01/23/2019 Estate Administration Accounting and Distribution for Paralegals
01/22/2019 Effective Calendaring, Docketing, and File Tickling System Tips for Paralegals
01/18/2019 Drafting Policies and Procedures for Employee Handbooks" The Paralegal's Guide
01/17/2019 Surveys, Plats, Legal Descriptions and Title Insurance: A Paralegal's Guide
01/15/2019 The Paralegal's Guide to Obtaining Evidence from Electronic Devices
12/19/2018 Organizing SSDI Claims for Paralegals
12/19/2018 Litigation Boot Camp for Paralegals
12/18/2018 Paralegal's Guide to Medical Records and Working with Medical Experts
12/13/2018 Paralegal Ethics: Avoiding Administrative Errors
12/12/2018 Auto Injury Claims from Start to Finish for Paralegals
12/11/2018 A Paralegal's Guide to LLCs vs. Partnerships vs. Corporations
12/07/2018 Advanced Medical Records for Paralegals
12/06/2018 Types of Trusts and Their Differences: A Paralegal's Guide
12/05/2018 Social Media, Smartphone and Email Evidence: A Paralegal's Guide
12/04/2018 The Top 5 Organization Secrets of Highly Effective Paralegals
11/30/2018 The Probate Process from Start to Finish
11/29/2018 Using Adobe Acrobat Professional Effectively: A Guide for Paralegals
11/15/2018 What Paralegals Need to know About Business Contracts
11/14/2018 Bankruptcy Made Simple: A Paralegal's Guide
11/14/2018 Wills and Trusts for Paralegals
11/13/2018 Investigative Techniques for Paralegals
11/12/2018 Construction Law 101 for Paralegals
11/12/2018 Annual Estate Planning Seminar
11/06/2018 Discovery Responses & Document Production: A Paralegal's Ultimate Goal
11/01/2018 The Paralegal's Guide to Receiving and Reviewing Discovery
11/01/2018 The Paralegal's Guide to Settlements
10/25/2018 Getting and Staying Organized: Creating "Best Practices" for Paralegals
10/25/2018 2018 NFPA Convention
10/23/2018 Document Management Pitfalls for Litigation Paralegals
10/17/2018 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
10/11/2018 Advanced Family Law for Paralegals
10/08/2018 A Paralegal's Auto Injury Trial Checklist
10/03/2018 A Paralegal's guide to Drafting Deeds
09/27/2018 Strategies for the Personal Injury Paralegal: Plaintiff and Defense Person
09/26/2018 The Corporate Paralegal from A to Z
09/25/2018 Ethics and Legal Practice: The Paralegal's Role
09/20/2018 Discovery Responses and Objections: What Paralegals Need to Know
09/13/2018 The Paralegal's Guide to Record Retention and Destruction: To Shredor Not to Shred?
08/30/2018 HIPAA Compliance for Paralegals" Obtaining and Maintaining Records
08/30/2018 Personal Injury Case Management: The Ultimate Guide for Paralegals
08/29/2018 Probate: What Paralegals Need to Know
08/22/2018 LLC Formation: What Paralegals Need to Know
08/15/2018 The Paralegal's Guide to Law Office Management
08/14/2018 Discovery in Divorce for Paralegals
08/09/2018 A Paralegal's Guide to Pleadings, Motions, Discovery Requests and Briefs
08/08/2018 Uniform Commercial Code (UCC) Filings for Paralegals
07/31/2018 Avoiding Common Errors and Pitfalls in Legal Writing: A Paralegal's Guide
07/30/2018 Trusts 101 - Seattle
07/27/2018 Federal Court 101 for Paralegals
07/26/2018 Workers' Compensation Case Management for Paralegals
07/26/2018 Workers' Compensation case Management for Paralegals
07/25/2018 Trusts 101 - Olympia
07/25/2018 Real Estate for Paralegals: The Ultimate Guide
07/25/2018 Real Estate for Paralegals: The Ultimate Guide
07/20/2018 Case Management for Paralegals: Managing Documents, Files, Calendars and Tasks
07/18/2018 Social Security Disability from start to Finish for Paralegals
07/18/2018 Social Security Disability from Start to Finish for Paralegals
07/12/2018 The Paralegal's Guide to Obtaining Evidence from Electronid Devices
07/12/2018 The Paralegal's Guide to Obtaining Evidence from Electronic Devices
07/11/2018 New Bankruptcy Forms and Rules: A Walkthrough for Paralegals
06/30/2018 Professional Development, Diversity Leadership and Networking Event
06/30/2018 WSPA Annual Member Meeting and Networking Social
06/27/2018 A Litigation Paralegal's Guide to Case Management
06/27/2018 Trial Preparation From Start to Finish for Paralegals
06/27/2018 Trial Preparation From Start to Finish for Paralegals
06/21/2018 Advanced Auto Injury Claims for Paralegals
06/19/2018 Employment Discrimination Litigation for Paralegals
06/19/2018 Employment Discrimination Litigation for Paralegals
06/14/2018 Legal Citations and the Bluebook: A Paralegal's Guide
06/13/2018 Top Mistakes in Estate Administration Account and Distribution: A Paralegal's Guide
06/06/2018 Case Management for Paralegals: Managing Documents, Files, Calendars & Tasks
06/05/2018 Mergers and Acquisitions for Paralegals
05/31/2018 A Paralegal's Guide to Researching and Investigating
05/26/2018 Corporate Law and Notary Public Laws- SPS Chapter Meeting
05/24/2018 Becoming a Power User of MS Word and Excel: A Paralegal's Guide
05/16/2018 Medicare and Medicaid Liens for Paralegals: Navigatin the Portal
05/15/2018 Trust Administration: A Paralegal's Guide
05/10/2018 Accounting 101 for Paralegals
05/02/2018 A Paralegal's Guide to Divorce Cases
04/30/2018 Articles of Incorporation and Bylaws for Nonprofits: A Paralegal's Guide
04/28/2018 LLLT- Practice Area and Ethics - SPS Chapter Meeting & CLE
04/26/2018 Paralegal Ethics: Handling Uncomfortable Situations
04/24/2018 Real Estate Closing Challenges for Paralegals
04/23/2018 Collection Law for Paralegals
04/21/2018 WSPA Board Meeting
04/21/2018 Paralegal Career Luncheon
04/18/2018 Trial Notebooks & Exhibits for Paralegals
04/11/2018 A Paralegal's guide to Deadlines and Calendaring
04/10/2018 Family Law Case Management for Paralegals
04/05/2018 Medical Records Made Easy for Paralegals
03/31/2018 Bankruptcy and Collections- SPS Chapter Meeting & CLE
03/29/2018 Social Media Evidence: A Paralegal's Guide
03/28/2018 Paralegal Ethics: Avoiding Administrative Errors
03/22/2018 A Paralegal's Asset-Based Guide to Probate
03/19/2018 Federal Court: What Paralegals Need to Know
03/17/2018 WSPA Board Meeting
03/13/2018 The Paralegals Guide to Locating Persons and Finding Background Info
03/13/2018 Paperless Office 101 for Paralegals
03/08/2018 The Corporate Paralegal: Overcoming Top Challenges
03/07/2018 Title Law Boot Camp for Paralegals
02/28/2018 Discovery Responses & Document Production: A Paralegal's Ultimate Guide
02/24/2018 South Sound Social Event
02/22/2018 Ethics of Email for Paralegals
02/21/2018 Land Surveys and Legal Descriptions for Paralegals
02/20/2018 Litigation Document Management for Paralegals
02/15/2018 Paralegal's Guide to Liens and Subrogation in Personal Injury
02/14/2018 The Paralegal's Guide to Police Liability Cases
02/08/2018 Top Mistakes Paralegals Make in Estate Planning
02/02/2018 The Top 5 Organization Secrets of Highly Effective Paralegals
01/30/2018 Medicaid:A Paralegal's Guide to Qualifying Clients
01/30/2018 Auto Injury Claims From Start to Finish for Paralegals
01/29/2018 Organizing and Reviewing Medical Records for Paralegals
01/25/2018 LLCs From Start to Finish for Paralegals
01/22/2018 The Paralegal's Guide to Organizing Discovery Documents
01/18/2018 The Divorce Paralegal's Guide to Social Media, Smartphone and Text
01/17/2018 Estate Administration Accounting and Distribution for Paralegals
01/16/2018 Trial Preparation Boot Camp for Paralegals
12/21/2017 Medicare Set-Asides and Conditional Payments in Injury Settlements
12/21/2017 The Probate Process from Start to Finish
12/19/2017 The Probate Process from Start to Finish
12/19/2017 Litigation Boot Camp for Paralegals
12/18/2017 Legal Writing for Paralegals: Common Mistakes to Avoid
12/18/2017 The Probate Process From Start to Finish
12/15/2017 LLC Operating Agreements: What Paralegals Need to Know
12/12/2017 A Paralegal's Guide to Subpoenaing Social Media and Phone Records
12/07/2017 Advanced Medical Records for Paralegals
11/30/2017 Advanced Probate Administration for Paralegals
11/16/2017 A Paralegal's Guide to Corporate Governance
11/15/2017 Family Law for Paralegals
11/14/2017 Effective Calendaring, Docketing and File Tickling System Tips for Paralegals
11/09/2017 62nd Annual Estate Planning Seminar
11/09/2017 A Paralegal's Guide to Intellectual Property
11/08/2017 Office and Administrative Skills for Paralegals
11/07/2017 Real Estate Boot Camp for Paralegals
10/31/2017 Paralegal Skills: Discovery Requests and Responses
10/27/2017 The Probate Process from Start to Finish for Paralegals - Seattle
10/19/2017 To Shred or Not toShred? Record Destruction Policies for Paralegals
10/18/2017 Paralegal's Essential Guide to Wills and Trusts
10/12/2017 A Paralegal's Guide to Nonprofits
10/10/2017 A Paralegal's Guide to Pleadings, Motions, Discovery Requests, etc
10/06/2017 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
10/04/2017 Discovery in Divorce for Paralegals
09/29/2017 The Paralegal's Guide to Law Office Management
09/28/2017 Federal Court Trial Preparation for Paralegals
09/26/2017 Dealing with the "Rambo" Litigator: Paralegal tips
09/21/2017 Workers' Compensation Hearing?Trial Preparation for Paralegals
09/20/2017 Social Security Disability Boot Camp for Paralegals
09/13/2017 Social Media, Smartphone and Email Evidence: A Paralegal's Guide
09/12/2017 Paralegal's Guide to Legal Research and Citation Management
09/08/2017 Medicare and Medicaid Liens: The New Portal and New Requirements
08/30/2017 Managing the Discovery Process: A Paralegal's Guide
08/29/2017 Smartphone Apps and Tricks for Paralegals
08/27/2017 WSPA Days of Summer - South Puget Sound Chapter Networking event
08/24/2017 Corporate Minute Books: A How-to Guide for Paralegals
08/23/2017 Construction Law 101 for Paralegals
08/22/2017 The Paralegal's Guide to Probate
08/17/2017 A Paralegal's Guide to Divorce Cases
08/08/2017 Case Management for Paralegals: Managing Documents, Files, etc.
08/02/2017 Medical Records Made Easy for Paralegals
07/30/2017 South Sound Chapter Paralegal Alumni Networking Event
07/27/2017 Forensic Accounting for Paralegals
07/26/2017 Paralegal Ethics: Avoiding Administrative Errors
07/25/2017 The Paralegal's Guide to the Ultimate Trial Notebook
07/20/2017 Electronic Document and Case Management for Paralegals
07/19/2017 A Paralegal's Guide to Depositions
07/13/2017 The Paralegal's Guide to Estate Assets
07/12/2017 Advanced Auto Injury Claims for Paralegals
07/11/2017 Advanced Skip Tracing and Cyber Tracking for Paralegals
06/28/2017 Trial Preparation from Start to Finish for Paralegals
06/28/2017 Family Law Case Management for Paralegals
06/27/2017 Medical Records: Top Paralegal Pitfalls and Challenges
06/23/2017 How to Get Your Social Media, Email and Text Evidence Admitted ++
06/22/2017 Real Estate Closings for Paralegals
06/21/2017 How to Make Yourself More Valuable to Your Firm: Insights from an Expert
06/21/2017 How to Get Your Social Media, Email and Text Evidence Admitted
06/20/2017 Top Paralegals Mistakes at Trial
06/15/2017 LLC Formation for Paralegals
06/08/2017 Legal Citations and The Bluebook: A Paralegal's Guide
06/07/2017 Trial Preparation From Start to Finish for Paralegals
06/02/2017 WSPA Spring CLE and Annual Member Meeting
05/30/2017 Trusts: The Ultimate Guide for P aralegals
05/23/2017 Paperless Office 101 for Paralegals
05/22/2017 Trusts 101
05/18/2017 Paralegal's Guide to Land Surveys, Plats and Legal Descriptions
05/18/2017 Discovery Responses and Document Production: A Paralegal's Ultimate Guide
05/17/2017 Juror Research, Voie Dire and Jury Selection: A Paralegal's Guide
05/16/2017 Ethics of Email for Paralegals
05/10/2017 Discovery in Federal Court for Paralegals
05/03/2017 Corporate Law Boot Camp for Paralegals
04/27/2017 The Paralegal's Guide to Workers' Compensation Cases
04/26/2017 Estate Administration Accounting and Distribution for Paralegals
04/20/2017 Litigation Document Management for Paralegals
04/19/2017 A Paralegal's Guide to Deadlines and Calendaring
04/18/2017 The Paralegal's Guide to Organizing Discovery Documents
04/10/2017 The Divorce Paralegal's Guide to Social Media, Smartphone and Text Evidence
04/06/2017 Investigative Techniques for Paralegals
03/30/2017 Paralegal's Guide to Liens and Subrogation in Personal Injury
03/23/2017 Types of Trusts and Their Differences: A Paralegal's Guide
03/20/2017 Drafting Effective Wills and Trusts
03/15/2017 Social Security Desability Evidence: A Paralegal's Guide
03/15/2017 Paralegal's Guide to Leveraging MS Word and Excel
03/14/2017 M&A Closing Checklists and Documentation for Paralegals (with Samples)
03/13/2017 Advanced Medical Chronologies for Paralegals
03/07/2017 Trial Preparation Boot Camp for Paralegals
02/28/2017 Public Records Requests for Paralegals
02/28/2017 A Paralegal's Guide to Corporate Governance
02/27/2017 Paralegal's Guide to Subpoenas
02/23/2017 A Paralegal's Guide to Federal Court
02/21/2017 A Paralegal's Guide to Drafting Deeds
02/16/2017 Discovery in Divorce - The Ultimate Guide for Paralegals
02/08/2017 A Paralegal's Guide to Pleadings, Motions, Discovery Requests and Briefs
02/07/2017 A Paralegal's Guide to Motion Drafting
01/31/2017 Personal Injury Case Management for Paralegals
01/26/2017 Eastside Chapter Meeting – January 26, 2017
01/26/2017 A Paralegal's Guide to Title Law
01/25/2017 Paralegal Skills: Finding Debtors and Their Assets
01/19/2017 The Top 5 Organization Secrets of Highly Effective Paralegals
01/19/2017 Social Media Evidence: A Paralegal's Guide
01/18/2017 Auto Injury Claims from Start to Finish for Paralegals
01/17/2017 Relocation Cases for the Family Law Paralegal
01/12/2017 Estate and Trust Accounting for Paralegals
12/20/2016 Commercial Real Estate Due Diligence for Paralegals
12/16/2016 The Paralegal's Role at Trial (or How to Second Chair a Trial)
12/15/2016 How to Get Your Social Media, Smartphone and Text Evidence Admitted (and Keep Theirs Out)
12/14/2016 Advanced Family Law for Paralegals
12/08/2016 Discovery Under the New FRCP for Paralegals
12/07/2016 Maximizing Power-Point and PDF Software: A Paralegal's GUide
12/06/2016 2017 Tax Update for Estate Planning Paralegals
12/02/2016 Unleashing the Power of Microsoft Office and Adobe for Lawyers
12/02/2016 Corporate Recordkeeping and Maintenance: A Paralegal's Guide
12/01/2016 Medical Records Made Easy for Paralegals
11/30/2016 The Paralegal's Guide to Estate Planning
11/29/2016 The Paralegal's Guide to Receiving and Reviewing Discovery
11/21/2016 The Paralegal's Guide to Locating Persons and Finding Background Information
11/18/2016 Paralegal Ethics: Avoiding Administrative Errors
11/16/2016 Litigation Case Management: Best Practices for Paralegals
11/11/2016 Medicaid and VA Benefits: The Complete Guide for Paralegals
11/09/2016 New Bankruptcy Proof of Claim Forms, Reaffirmation Agreement Forms and More: A Paralegal's Guide
11/07/2016 61st Annual Estate Planning Seminar
11/03/2016 Discovery in Personald Injury Litigation: A Paralegal's Guide
10/28/2016 Trademark Law for Paralegals
10/26/2016 Divorce Cases from Start to Finish for Paralegals
10/26/2016 Discovery and Evidence: A Paralegal's Guide
10/22/2016 YOU'RE INVITED! WSPA's 40th Anniversary Celebration is Saturday, October 22, 2016
10/20/2016 Due Diligence in M&A Transactions: A Paralegal's Guide
10/20/2016 Litigation and the New Federal Rules: What Every Paralegal Should Know
10/14/2016 Client Management for Paralegals
10/13/2016 Effective Calendaring, Docketing and File Tickling System Tips for Paralegals: Maximizing the Use of Microsoft Outlook
10/13/2016 A Paralegal's Guide to Boundary Issues and Easements
10/07/2016 Making Your Case: Effective and Efficient Tools for Legal Staff and New Attorneys
09/30/2016 A Paralegal's Guide to Divorce Cases
09/29/2016 A Paralegal's Asset-Based Guide to Probate
09/28/2016 Tech Tools, Tips and Tricks for Paralegals
09/22/2016 Trial Notebooks and Exhibits: A Paralegal's Ultimate Guide
09/21/2016 Paralegals' GUide to the FDCPA: Debt Collection Compliance and Claims
09/14/2016 New ICD-10 Codes in Medical Records: What Paralegals Need To Know
09/14/2016 Workers' Compensation Boot Camp for Paralegals
09/09/2016 Top Mistakes Paralegals Make in Federal Court
08/24/2016 The Paralegal's Guide to Ethical Client Communications and Representation
08/09/2016 Trust Funding: A Paralegal's Guide
07/21/2016 WSPA East King County Chapter Meeting
07/14/2016 Time Management for Paralegals: How to Manage Assignments, Make Timelines and Multi-Task
07/12/2016 Wills, Trusts, Health Care Directives and Powers of Attorney: A Paralegal's Guide
07/11/2016 The Probate Process from Start to Finish
06/30/2016 Legal Ethics of Email for Paralegals
06/29/2016 Handling the Sale of a Business: Tips for Paralegals
06/23/2016 The Paralegal's Guide to QuickBooks for Accounting and Billing
06/21/2016 Trusts 101 - Spokane WA
06/21/2016 E-Discovery for Paralegals
06/15/2016 Paperless Office 101 for Paralegals
06/14/2016 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
06/09/2016 Paralegal's Guide to Closing Real Estate Transactions with New TRID Requirements
06/08/2016 Case Management for Paralegals: Managing Documents, Files, Calendars and Tasks
06/07/2016 Employment Discrimination Litigation for Paralegals
06/06/2016 Trusts 101 - Vancouver, WA
06/02/2016 A Paralegal's Checklist Guide to Litigation
05/24/2016 Damages in Personal Injury: An A-Z Guide for Paralegals
05/21/2016 WSPA Spring CLE
05/19/2016 Discovery in Divorce for Paralegals
05/18/2016 Estate Administration Accounting and Distribution for Paralegals
05/16/2016 2016 Paralegal Career Panel
05/10/2016 Admissibility of Evidence: A Paralegal's Guide
05/05/2016 Social Security Disability from Start to Finish for Paralegals
05/04/2016 Legal Holds: A Paralegals Guide
04/28/2016 Law Day
04/28/2016 Federal Court Case Management for Paralegals
04/28/2016 The Corporate Paralegal from A to Z
04/27/2016 iPad and iPhone Tips, Apps and Accessories for the Indispensable Paralegal
04/27/2016 Copyright Law for Paralegals
04/21/2016 Handling Creditor Claims in Probate: A Paralegal's Guide
04/19/2016 Document Management, Retention and Destruction for Paralegals
04/12/2016 New Bankruptcy Forms and Rules: A Walkthrough for Paralegals
04/07/2016 Paralegal's Guide to Find it Free and Fast on the Net: Strategies for Online Legal Research

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

206.653.7259

info@wspaonline.org 

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