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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

  • WSPA Connect Meeting

    • 04/12/2023
    • 12/13/2023
    • 9 sessions
    • Zoom meeting
    • 16 registrants
    Register

    Connect with WSPA members and other paralegals from across the state and even the nation!

    Join our next WSPA Connect meeting on April 12th from 12:00 pm to 1:00 pm via Zoom.  

    Feel free to drop in anytime during the hour.  

    Topic: WSPA Connect

    Time: 2nd Wednesdays 12:00 PM Pacific Time (US and Canada)

    Join Zoom Meeting

    https://us06web.zoom.us/j/86431844639?pwd=dXBEZjVNbU9jbjRsTHp6RW5UWXhXUT09

    Meeting ID: 864 3184 4639

    Passcode: 062057

    We look forward to connecting with you!

    Show details

  • WSPA General Membership and Board Meeting

    • 11/15/2023
    • 10/16/2024
    • 12 sessions
    • Zoom

    The WSPA General Membership and Board Meeting is a monthly meeting comprised of the elected Officers and Directors of the Washington State Paralegal Association, and the WSPA membership. We meet monthly to discuss current issues, programs, and goals related to the association, its membership, and paralegal profession in Washington state. 

    All members of the Washington State Paralegal Association are welcome to attend and meet with the current Officers and Directors.

    Meetings are held the third Wednesday of each month, starting at 6:30pm. 

    Meetings are currently held virtually via Zoom and we encourage members across the state to attend.

    Please email or message us for Zoom ID and code.

    Show details

  • Paralegals Ethics: Administrative Pitfalls to Avoid

    • 12/12/2023
    • 11:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegal-Ethics-Administrative-Pitfalls-to-Avoid/Video-Webinar/97725ER_3992980?st=WA

    Program Description

    An Ethical Troubleshooting Guide for Paralegals

    Don't fall victim to these embarrassing gaffes! This paralegal-focused course digs deep into the top administrative mistakes you can't afford to make. From clerical errors to the pitfalls of failing to take proper precautions with trust accounts, our experienced faculty will provide you with the foresight you need to sidestep these administrative mistakes altogether. Register today!

    • Discover the pitfalls of inadequate communication.
    • Find out the dangers posed by calendaring mistakes and missed deadlines.
    • Examine the unintended consequences of misplacing documents and losing files.

    Who Should Attend

    This intermediate level program is designed to provide attendees with best practices for preventing and addressing administrative errors. Those who should attend include:

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

    Course Content

    1. Missed Deadlines and Calendaring Issues
    2. Failure to Proofread Documents
    3. Lost Files, Misplaced Documents, and Clerical Errors
    4. Consequences of Sending Emails to Unintended Recipients
    5. Failure to Take Proper Precautions With Trust Accounts
    6. Dangers Posed By Failing to Document Conflict Checks
    7. Dropping the Ball on Communication
    8. When Is the Error Egregious Enough to Get Your Attorney Sued or Sanctioned?
    Show details

  • Paralegals' Complete Checklist Guide to Divorce Cases

    • 12/13/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Complete-Checklist-Guide-to-Divorce-Cases/Video-Webinar/97734ER_4016665?st=WA

    Program Description

    Financial Statements, Discovery Requests, Parenting Plans, and More

    Join our experienced faculty in this course designed to walk you through the most important documents you need to help your attorney with a divorce case. From subpoenas to handling QDROs as a paralegal, make sure to leave no stone unturned in a divorce case. Get the knowledge you need to know - register today!

    • Review tips on how to effectively organize and manage documents in divorce cases.
    • Use discovery checklists to ensure no potential sources of evidence go missed.
    • Determine what records you may need to subpoena and how.
    • Know what documentation is required for handling custody and support matters in divorce.
    • Locate essential financial information by knowing what documents to find, analyze, and utilize.

    Who Should Attend

    This intermediate level course will provide essential skills for divorce case document preparation and management. Those who should attend include:

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

    Course Content

    1. Creating a Comprehensive Divorce Checklist for Case Management
    2. Trial Preparation Checklists
    3. Client Questionnaires and Checklists, Divorce Filing, and Motion Checklists
    4. Checklists for Financial Affidavits and Reviewing Tax Returns and Other Financial Records
    5. Discovery Checklists
    6. Subpoena Checklists and Samples
    7. Preparing Child and Spousal Support Worksheets
    8. Parenting Plans, Agreements, and Schedules
    9. QDROs Checklists and Samples
    Show details

  • Paralegals' Checklist Guide to Personal Injury Cases

    • 12/14/2023
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Checklist-Guide-to-Personal-Injury-Cases/Video-Webinar/97701ER_3994910?st=WA

    Program Description

    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.

    Who Should Attend

    This intermediate level course is designed to help paralegals navigate personal injury cases with confidence. Those who should attend include:

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

    Course Content

    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 Subrogation Checklists 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

  • Asset Purchase Agreements: Paralegals' Quick Guide

    • 12/15/2023
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Asset-Purchase-Agreements-Paralegals-Quick-Guide/Video-Webinar/97842ER_4005004?st=WA

    Program Description

    A Fast-Paced Overview of the Transaction and Key Paralegal Tasks

    Asset purchases are a common type of M&A transaction, and much of the weight of the deal rests on paralegals' understanding of the process and ability to move things along. This practical course walks through the key steps of the transaction while outlining paralegals' tasks along the way. Learn what to expect in due diligence, understand the various types of deal structures, and review critical elements of the APA. Register today!

    • Get an overview of the asset purchase process.
    • Walk through the key elements of due diligence in the context of an asset purchase.
    • Familiarize yourself with essential APA provisions.
    • Learn how to assemble ancillary documents and prepare for closing.

    Who Should Attend

    This intermediate level course is designed to give attendees an overview of asset purchase transactions. Those who should attend include:

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

    Course Content

    1. Common Types of APA Transactions, Comparison to Other Deal Structures
    2. APA Timelines, Key Steps in the Process
    3. Term Sheets, Letters of Intent
    4. Due Diligence, Preparing Entities, Preparing to Draft
    5. What's in the APA? Key Provisions 
    6. Keeping the Transaction on Track
    7. Final Document Assembly and Closing
    Show details

  • Real Estate Transfers Guide for Paralegals: Title, Deeds, and More

    • 12/19/2023
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Real-Estate-Transfers-Guide-for-Paralegals-Title-Deeds-and-More/Video-Webinar/97715ER_4012448?st=WA

    Program Description

    Ensure the Transfer Goes Off Without a Hitch

    From deed mistakes to overlooked title issues, there are a great many ways title transfers can go awry. This guide will teach you the nuts and bolts of transferring real estate, along with practical insights for avoiding oversights that can create headaches for transferee, transferor, and your attorney. Build your real estate legal knowledge and skills - register today!

    • Strengthen your understanding of the ways in which title can be held and transferred.
    • Discover how to transfer title to and from individuals, trusts, and business entities.
    • Learn how to prepare deeds with accurate and unambiguous legal descriptions of property.
    • Anticipate the many potential dangers and unintended consequences of property transfers.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to transfer real estate. Those who should attend include:

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

    Course Content

    1. Methods of Holding and Transferring Real Property Title
    2. Deeds and Legal Descriptions Part 1: The Essentials
    3. Deeds and Legal Descriptions Part 2: Real-World Examples
    4. Title and Other Issues in the Transfer of Title
    Show details

  • Litigation Case Management Strategies 2023-2024

    • 12/20/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Litigation-Case-Management-Strategies-2023-2024/Video-Webinar/97745ER_4018555?st=WA

    Program Description

    ChatGPT, the Latest Websites, and Other Tools and Tips for the Modern Litigation Paralegal

    Work smarter, not harder! This end-of-year litigation case management guide reveals the latest and greatest resources and strategies for staying on top of deadlines, tasks, documents, and more. Help yourself, your attorney, and the law firm maximize efficiency and productivity in 2024 - register today!

    • Don't get left behind: learn how to seize opportunity in the AI and ChatGPT era.
    • Learn the latest best practices for storing, organizing, and protecting electronic files.
    • Leverage automation software and legal document templates to save time and effort in drafting.
    • Find creative new ways to use Outlook and other tools already at your disposal.
    • Discover the best websites for legal research, case law, and forms.
    • Make task/project management and time tracking easier with the newest and greatest technology.

    *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.


    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. AI-Powered Case Management: Using ChatCPT and Other Generative AI
    2. Best Websites Today for Case Law, Research, and Legal Documents
    3. Organizing and Managing Digital Files and Documents
    4. Creating and Updating Legal Documents Templates
    5. Managing the Discovery Process in 2023-2024
    6. Outlook Tips and Tricks: Managing Deadlines, Calendars, and Communications
    7. Streamlining Task and Project Management, Time Tracking and Invoicing
    8. Paralegal Ethics
    Show details

  • Successful Multitasking Tips for Paralegals

    • 12/21/2023
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Successful-Multitasking-Tips-for-Paralegals/Video-Webinar/97787ER_4012946?st=WA

    Program Description

    Handle Any Task That Comes Your Way

    Juggling multiple tasks throughout the day is critical to the success of any paralegal. Do you have a plan in place to handle these responsibilities in a timely, organized, and efficient manner? Join our experienced faculty as they dig into the inner workings of a law firm so that you can develop a concrete plan for taking on anything that comes your way. Develop a plan to calendar important deadlines and tasks. Put together a solid checklist in order to see each process through successfully. Get practical tips for minimizing distractions and making room for unexpected urgent work. Register today!

    • Stay on top of important responsibilities and deadlines with effective calendaring tips.
    • Alleviate stress in the firm by managing priorities to stay on task.
    • Track progress of projects and assignments in order to prevent delays.
    • Determine the right technology/management software that will work best for your firm.
    • Fend off multiple email and telephone distractions with tips and tricks to keep you focused.
    • Learn about email storage techniques in order to properly file away information and ensure that it is secure.

    *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.


    Who Should Attend

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

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

    Course Content

    1. Effective Calendaring Tips
    2. Managing Priorities: Short-Term and Long-Term
    3. Making Checklists Work
    4. Tracking Progress of Projects and Assignments
    5. Helpful Technology/Management Software
    6. Working With Multiple Attorneys: Effective Communication Is Key
    7. Handling Constant Email/Phone Distractions
    8. Email Storage Techniques
    9. Maintaining Composure Under Pressure
    10. Making Room for Unanticipated Urgent Work
    11. Delegating
    Show details

  • What Every Paralegal Ought to Know About Ethics and Law Office Management

    • 12/27/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/What-Every-Paralegal-Ought-to-Know-About-Ethics-and-Law-Office-Management/Video-Webinar/97735ER_4017081?st=WA 

    Program Description

    Useful Tips for Calendaring, Office Organization, File Management, and More

    Hone your skills! This engaging course provides you with a foundational intro to the dos and don'ts of law office management, as well as an overview of the ethics behind a paralegal's day-to-day duties. From creative pointers for office organization and non-lawyer supervision to the essentials of tracking billable time, learn real-world tips that will help you add value to your firm. Register today!

    • Refine your time management skills.
    • Uncover practical guidance for identifying conflicts of interest.
    • Get a rundown of best practices for ensuring adequate client communications.
    • Identify best practices for protecting confidentiality.
    • Discover the fundamentals of law firm accounting and billing.

    *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.


    Who Should Attend

    This basic level program is designed to provide attendees with techniques for handling everyday law firm management situations. Those who should attend include:

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

    Course Content

    1. Tips for Effective Time Management, Calendaring, and Office Organization
    2. Identifying and Resolving Conflicts: Ensuring Legal Best Practice
    3. Useful Tech Tips for Paralegals
    4. Law Firm Communications and Client Relations: Ethical Best Practices
    5. Safeguarding Client Confidentiality
    6. Branding, Networking, and Social Media: Current Issues and Best Practices for Paralegals
    7. File Management: Organizing Records for Easy Search and Retrieval
    8. Primer on Law Firm Accounting, Timekeeping, and Billing
    Show details

  • Paralegal Ethics: Client Communications

    • 12/28/2023
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegal-Ethics-Client-Communications/Video-Webinar/97830ER_4011944?st=WA

    Program Description

    Current Rules, Best Practices, and Practical Tips

    Build your knowledge! In this paralegal-focused program, our seasoned faculty walk you through the fundamentals of ethical client communications. Review key rules governing client communications, gain tips for managing client expectations, and find out what steps to take when a client lies. Register today!

    • Examine best practices for guarding confidentiality and privilege.
    • Identify the dos and don'ts of electronic communications.
    • Determine what to do when you suspect a client is lying.

    Who Should Attend

    This intermediate level course is designed to provide legal professionals with best practices for ensuring ethical client communications. Those who should attend include:

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

    Course Content

    1. Key Rules and Ethics Opinions Governing Client Communications
    2. Guarding Privilege and Confidentiality: Ensuring Legal Best Practices
    3. Apprising the Client of Case Process - Contact Frequency and Tips for Managing Expectations
    4. Practical Guidance for Writing Clear and Concise Legal Documents and Letters
    5. Insights on Client Communications Online and on Social Media
    6. Unauthorized Practice of Law (UPL): What Paralegals Shouldn't Discuss With Clients 
    7. What to Do When a Client Lies
    Show details

  • Microsoft Word Tricks for Litigation Paralegals

    • 12/28/2023
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Microsoft-Word-Tricks-for-Litigation-Paralegals/Video-Webinar/97829ER_4008787?st=WA

    Program Description

    Uncover Shortcuts, Solutions to Frustrating Formatting Problems, and More

    Microsoft Word can often be unwieldy when you're trying to format and style legal documents. Stop struggling and learn how to make Word work for you - not against you. This guide will show you how to turn hours of keyboard frustration into a few quick clicks and shortcuts, with practical demonstrations for troubleshooting common problems when creating the litigation documents. Save time and avoid headaches with these power tips - register today!

    • Maximize efficiency by creating a setup that has all the key functions in easy reach.
    • Uncover nifty tips and tricks no paralegal should go without.
    • Find solutions to common challenges you encounter when formatting and styling legal documents.

    *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.


    Who Should Attend

    This intermediate level course is designed to give litigation paralegals the knowledge they need to maximize their use of MS Word. Those who should attend include:

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

    Course Content

    1. The Best Word Setup for Litigation Paralegals
    2. Quick Tips and Tricks: Formatting, Shortcuts, Templates, and More
    3. Litigation Documents: Creative Solutions to Common Style and Formatting Challenges
    4. Viewing, Scrubbing, Editing, or Producing File Metadata
    Show details

  • Real Estate Boot Camp for Paralegals

    • 01/10/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Real-Estate-Boot-Camp-for-Paralegals/Video-Webinar/97866ER_4004565?st=WA

    Program Description

    Contracts, Due Diligence, Title, Closings, and More

    What should you look for when reviewing title and surveys? Do you know what a complete closing binder looks like? When it comes to legal transactions, the importance of getting everything right can't be stressed enough - and that's especially true for real estate deals. This program will show you how to be thorough with contract drafting and review, due diligence, and other key aspects of real estate transactions. Don't miss this opportunity for a detailed, step-by-step walkthrough of real estate transactions designed especially for paralegals - register today!

    • Learn how to coordinate parties and keep the deal on track to close by the agreed-upon date.
    • Catch purchase and sale agreement pitfalls before your attorney does.
    • Spot all potential issues with thorough due diligence reviews, title searches, and survey reviews.
    • Help your attorney deal with unwanted title defects to get to a clear or marketable title.
    • Ensure a smooth closing with comprehensive checklists and closing binders.

    Who Should Attend

    This intermediate level course is designed to give attendees practical skills for real estate responsibilities. Those who should attend include:

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

    Course Content

    1. Purchase and Sale of Real Estate
    2. Drafting Letters of Intent and Purchase and Sale Agreements
    3. Due Diligence for Real Estate Transactions
    4. Reviewing Title, Title Commitments, and Surveys
    5. Real Estate Closings: The Paralegal's Role
    6. Paralegal Ethics
    Show details

  • Social Security Disability Guide for Paralegals

    • 01/17/2024
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Social-Security-Disability-Guide-for-Paralegals/Video-Webinar/97899ER_4012943?st=WA

    Program Description

    Walk Through the Claims Process From Start to Finish

    Endless calls from clients, repeat requests for resubmission of documents, hectic hearing schedules, and endless volumes of supporting documents are the lot of the SSDI paralegal. To keep the claims process under control, you need current knowledge and excellent organizational skills. This essential practice guide walks you through the critical steps of the claims process, providing useful tips for optimizing and simplifying tasks along the way. Build your skills - register today!

    • Clarify current SSDI claims process steps and eligibility requirements.
    • Get guidance for building client files and compiling critical documentation.
    • Master the application and filing procedure essentials.
    • Write better pre-hearing briefs.
    • Establish effective SSA and client communications practices.

    Who Should Attend

    This intermediate level course will allow attendees to effectively navigate their way through the Social Security Disability process. Those who should attend include:

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

    Course Content

    1. SSDI Claims Procedure and Key Eligibility Criteria Overview
    2. Claim Evaluation: Establishing Disability Timeline, Identifying Weaknesses
    3. Building the Client File: Obtaining Relevant Medical Records and Other Supporting Documentation
    4. Obtaining Representative Authorization With the SSA
    5. Client Communications: Common Questions, Progress Reports, Recordkeeping, etc.
    6. SSA Office Communications: Requests for Repeat Document Submissions and Other Common Issues
    7. Scheduling Challenges and Keeping the Claim on Track
    8. Requests for Hearing, Briefs, and Hearings
    9. Vocational and Medical Expert Reports
    10. Paralegal Ethics
    Show details

  • Hot-Button Issues in Employment Law: A Paralegal's Guide

    • 01/18/2024
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Hot-Button-Issues-in-Employment-Law-A-Paralegal-s-Guide/Video-Webinar/97872ER_4005813?st=WA

    Program Description

    Stay on Top of Recent Legislative Updates, Current Issues in Leave Law, and More

    Whether you're new to employment law, or you're an experienced paralegal with years under your belt, you don't want to miss this program! In this updates guide, our seasoned faculty walk you through the latest trends and hot topics in labor and employment law. Get up to speed on the latest developments concerning restrictive covenants, identify key steps to take when investigating discrimination claims, and more. Expand your knowledge - register today!

    • Stay informed of emerging NLRB, EEOC, and ERISA developments that every paralegal needs to know.
    • Hear what's new in wage and hour law.
    • Take a pulse on hot topics in discrimination law.
    • Analyze best practices for maintaining employment records in 2024.

    Who Should Attend

    This intermediate level course is designed to bring attendees up to speed on current issues and trends in employment law. Those who should attend include:

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

    Course Content

    1. Case Law and Legislative Updates
    2. Leave and Accommodation: Current Issues and Answers
    3. Maintaining Employee Records: Ensuring Legal Best Practices in 2024
    4. 2023-2024 Wage and Hour Law Developments
    5. Recent Trends and Hot Topics in Harassment, Discrimination, and Retaliation Law
    Show details

  • Paralegals' Guide to Wills and Trusts

    • 01/23/2024
    • 9:00 AM - 12:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Wills-and-Trusts/Video-Webinar/97906ER_4023733?st=WA

    Program Description

    Master Critical Tasks and Documents

    Drafting wills and trusts is intricate work the results (and mistakes) of which may not come to fruition until years after the task is complete. It's essential to get it right. This fast-paced practical course offers the knowledge and skills you need to assemble effective documents. Ensure you have a solid understanding of the key aspects of wills and trusts - register today!

    • Take a closer look at the key components for drafting wills.
    • Explore the ins and outs of drafting trusts.
    • Improve outcomes in client communications and notices.
    • Find effective ways to prep, organize, and store documents.
    • Ensure the plan is implemented correctly with tips for funding the trusts.

    Who Should Attend

    This intermediate level course will teach attendees how to handle the paralegal duties associated with drafting wills and trusts. Those who should attend include:

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

    Course Content

    1. Drafting and Executing Wills
    2. Keeping the Plan on Track: Deadlines, Client Communications, and Notices
    3. Drafting and Funding Trusts
    4. Developing a Document Preparation System
    5. Common Mistakes Paralegals Make in Wills and Trusts Practice
    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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