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

    • 04/12/2023
    • 12/13/2023
    • 9 sessions
    • Zoom meeting
    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!

    • 05/31/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Handling-Advanced-Issues-With-Medical-Records-A-Paralegal-s-Guide/Video-Webinar/96713ER_3916147?st=WA

    Program Description

    Navigate Key Challenges With Confidence

    From unresponsive medical providers to data breaches, a number of challenges can pop up when working with medical records. Do you have the know-how needed to handle whatever curveball gets thrown your way? In this program, our esteemed faculty explore solutions for the toughest medical record issues that paralegals face. Find out what to do when medical providers produce records for the wrong patient, determine the top details overlooked in medical bills, get advanced tips for preparing medical expense itemizations, and more. Take your skills to the next level - register today!

    • Develop strategies for overcoming obstacles in obtaining medical records.
    • Gain creative tips for organizing medical records.
    • Uncover practical guidance for deciphering medical bills and records.
    • Examine best practices for handling protected health information (PHI).
    • Discover tactics for creating effective medical chronologies and summaries.

    Who Should Attend

    This advanced level course is designed to give paralegals the skills they need to overcome obstacles with medical records. Those who should attend include:

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

    Course Content

    1. Obstacles in Obtaining Medical Records
    2. Organizing Medical Records - Cutting-Edge Techniques
    3. Deciphering Medical Records and Bills: Pointers From a Pro
    4. Maintaining HIPAA Compliance in the Office - Top Legal Landmines
    5. 10 Secrets to Working Effectively With Medical Experts
    6. Advanced Medical Chronologies, Summaries, and Expense Itemizations
    7. Ethical Pitfalls to Avoid
    • 06/01/2023
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Organizing-Discovery-Documents-A-Checklist-for-Paralegals/Video-Webinar/96838ER_3929676?st=WA

    Program Description

    Essential Steps for Successfully Organized Discovery Documents

    Keeping track of documents throughout the discovery process can be a daunting task. Don't let this task overwhelm you! This course will offer valuable insight on ways to stay on top of drafting and reviewing documents, maintaining privilege logs and more. Don't miss this opportunity to enhance your organizational skills - register today!

    • Gain valuable insight for reviewing documents and monitoring for privilege.
    • Learn efficient ways to bates-stamp and index documents.
    • Explore the unique issues that arise with ESI production and learn effective solutions.
    • Discuss how to effectively handle documents from clients and opposing parties.

    Who Should Attend

    This intermediate level course will provide attendees with organizational strategies for discovery documents. Those who should attend include:

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

    Course Content

    • Legal Hold Steps and Tips
    • Finding or Drafting the Documents for Request
    • Document Review Tips and Monitoring for Privilege
    • Maintaining the Privilege Log
    • Bates-Stamping, Redaction, Duplication, and Indexing of Documents
    • Maintaining the Production Log
    • ESI Production: Special Problems and Solutions
    • Organizing Documents from Clients, Opposing Parties, and Others
    • 06/08/2023
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegal-Duties-for-Dividing-Assets-and-Debt-in-Divorce/Video-Webinar/96801ER_3932775?st=WA

    Program Description

    Unearth, Value, and Divide Assets

    To ensure that clients see a fair division in the midst of a divorce, it's important to know what tools are available and what you can do to help your attorney. Join our experienced faculty as they walk you through some of the key steps to dividing assets and debt in a divorce case. Know your role - register today!

    • Review the process of preparing essential property division documents.
    • Know how to value and divide different types of assets in divorce.
    • Learn how to prepare QDROs to divide retirement benefits.
    • Discuss the key paperwork needed to ensure successful division in divorce court.

    Who Should Attend

    This intermediate level course is designed to show attendees how to effectively divide assets and debt in divorce. Those who should attend include:

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

    Course Content

    1. Preparing Financial Statements
    2. Financial Discovery in Divorce: What Paralegals Need to Know
    3. Asset and Debt Valuation and Division
    4. QDROs and Retirement Plans
    5. Child and Spousal Support Calculations
    6. Preparing Property Division Spreadsheets, Marital Settlement Agreements, and Post-Decree Documents
    • 06/14/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Becoming-a-Power-User-of-MS-Word-and-Excel-A-Paralegal-s-Guide/Video-Webinar/96746ER_3948567?st=WA

    Program Description

    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 fully 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.


    Who Should Attend

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

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

    Course Content

    1. Leveraging Critical Collaboration Techniques for the Law Office Environment
    2. Incorporating Effective Organizational Tools and Techniques Within Microsoft Outlook for the Law Office Practice
    3. Bringing Awareness of Trending Technology Products for Law Office
    4. Making Microsoft Word Support the Needs of the Law Office Professional
    5. Becoming a Power User of Microsoft Word
    6. Unleashing the Power of MS Excel for the Law Office
    7. Utilizing Advanced Excel Features in Your Spreadsheet
    • 06/14/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Construction-Disputes-and-Litigation/Video-Webinar/96800ER_3939371?st=WA

    Program Description

    Practical Guidance From Investigation to Trial

    Help put construction disputes to rest! This A-Z guide will show you how to conduct a thorough pre-suit investigation, navigate the discovery process, prepare for trial, and more. Learn best practices to help your attorney each key step of the way - register today!

    • Discover what you should look for when reviewing construction contracts, plans, and other documents.
    • Stay organized with practical document management tips.
    • Find out how to draft discovery requests tailored to construction cases.
    • Uncover ways to assist your attorney in settlement negotiations.
    • Receive real-world pointers for preparing exhibits and other materials for trial.

    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle the paralegal duties associated with construction disputes and litigation. Those who should attend include:

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

    Course Content

    1. Case Investigation and Pleadings
    2. Drafting Discovery Requests and Responses
    3. Assisting With Settlement and Alternative Dispute Resolution
    4. Paralegal Ethics
    5. Trial Preparation and Attendance Tips
    • 06/15/2023
    • 9:00 AM - 10:00 AM
    • Webcast

    Program Description

    Quick Tips and Tools for Smartphones, Black Boxes, and More

    There are many potential sources of electronic evidence for an auto injury case, but that evidence means next to nothing if you don't know how to get it from the devices or cloud and into your attorney's hands. Join our experienced faculty for practical insights on tapping into smartphones, social media, black boxes, and more for the information and evidence you need to move the claim forward. Uncover real-world tools and tips you can put to use right away - register today!

    • Learn best practices for collecting evidence from smartphones.
    • Discover where and how to access location data.
    • Find out how to get data stored in vehicles' black boxes or event data recorders.


    Who Should Attend

    This intermediate level course will assist attendees in collecting electronic evidence in auto injury cases. Those who should attend include:

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


    Course Content

    1. Dash Cams, Traffic and Security Cameras
    2. Smartphones
    3. GPS Devices and Apps
    4. Social Media and Internet-Based Evidence
    5. Black Boxes/Event Data Recorders
    6. Electronic Logging Devices
    7. Wearable Tech Devices
    • 06/21/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Probate-and-Estate-Administration-for-Paralegals/Video-Webinar/96782ER_3933437?st=WA

    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. 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
    • 06/22/2023
    • 9:00 AM - 12:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Find-It-Free-and-Fast-on-the-Net-Paralegal-Strategies-for-Online-Legal-Research/Video-Webinar/96802ER_3940624?st=WA

    Program Description

    Harness the Power of Online Legal Research 

    Do you know the best, most efficient ways to find the legal information you need? Are you using the latest, most relevant authorities to support your case? Do you have the latest people-finding resources at your fingertips? At this informative program, we will help you hone your research skills and provide you with website lists that will enrich your database with credible up-to-date information. Register today!

    • Use our quick browser tricks to find relevant information fast.
    • Explore the best free resources for legal research and case law.
    • Cut your document preparation time dramatically by referring to sample forms you can obtain online.
    • Know how to use the web to find people and background information.

    Who Should Attend

    This intermediate level course will provide attendees with tips and tools for effective legal research online. Those who may benefit include:

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

    Course Content

    1. How to Search Like a Pro
    2. Discover the Deep Web and Vertical Search Engines
    3. Finding Free Legal Research Sites, Free Case Law, and Free Forms
    4. Government Internet Resources
    5. Investigative Research: Locating Persons and Finding Background Information
    6. Locating Companies for Due Diligence and Background Information
    • 06/27/2023
    • 6:00 AM - 8:15 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegal-Ethics-in-Application-A-Practical-Toolkit/Video-Webinar/96819ER_3937246?st=WA

    Program Description

    Gain Tips for Identifying Conflicts, Handling Issues With Fee Agreements, and More

    Develop strategies for handling whatever ethical obstacle gets thrown your way! In this program, our seasoned faculty show you how to minimize risks in your day-to-day work. From communication best practices to tips for avoiding conflicts of interest, enhance your knowledge. Register today!

    • Dodge ethics risks while using electronic communications.
    • Examine best practices for client file management.
    • Discover the dos and don'ts of safeguarding attorney-client confidentiality.
    • Review essential guidelines for preventing unauthorized practice of law (UPL).

    Who Should Attend

    This intermediate level program is designed to provide attendees with guidelines for avoiding ethical mishaps in legal settings. Those who should attend include:

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

    Course Content

    1. Rules on Electronic Communications and Email
    2. Paralegal Use of Social Media
    3. Managing Client Files: Legal Essentials
    4. Communication Best Practices
    5. Useful Tips for Maintaining Attorney-Client Confidentiality
    6. Insidious UPL Risks
    7. Avoiding and Identifying Conflicts of Interest
    8. Ethical Issues Related to Fees and Fee Agreements: What Paralegals Need to Know
    9. Top 5 Ethical Problems for Paralegals, Solved
    • 06/28/2023
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Complete-Trial-Preparation-Guide-for-Paralegals/Video-Webinar/96767ER_3929170?st=WA

    Program Description

    Learn How to be an Indispensable Trial Prep Paralegal

    Trials are 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.

    Who Should Attend

    This intermediate level course is designed to teach attendees how to get their attorneys completely trial ready. Those who should attend include:

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

    Course Content

    1. Master Task List and Timeline: Everything You Need to Do and When
    2. How to Stay Organized Amid the Chaos
    3. Coordinating With Clients, Witnesses, the Court, and Vendors
    4. Creating a Winning Trial Notebook
    5. Preparing Documents, Exhibits, Visual Aids
    6. Motions, Briefs, Citations: Critical Do's and Don'ts
    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
    • 06/30/2023
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Time-Management-Strategies-for-Paralegals/Video-Webinar/96832ER_3954778?st=WA

    Program Description

    Boost Your Productivity With These Hacks

    Time is a commodity that is always at a premium, and managing it effectively can not only help you to be more productive but more valuable to the law firm as well. In this guide you will learn tips and solutions you can integrate immediately, including nifty shortcuts for everyday tasks, pointers for staying organized, and time wasters to avoid. Find more time in your day and use it wisely - register today!

    • Stay on task with tips for mapping out assignments and timelines.
    • Learn how to organize and prioritize your emails so you don't feel interrupted or overwhelmed.
    • Discover techniques for beating procrastination.

    Who Should Attend

    This intermediate level course will provide attendees with everyday tips and tricks to become more efficient, effective, and manage their time more wisely. Those who should attend include:

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

    Course Content

    1. Managing Assignments and Making Functional Timelines
    2. Automating Tasks, Creating Shortcuts and Templates
    3. Eliminating Time Wasters and Dealing With Distractions
    4. Multitasking: Is it Helping or Hurting Your Productivity?
    5. Saving Time by Keeping Files Organized
    6. Email Volume Management: Organizing and Prioritizing
    7. Overcoming Procrastination and Getting Focused
    • 07/18/2023
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Staying-Organized-and-in-Control-2023-What-Paralegals-Need-to-Know/Video-Webinar/96957ER_3936470?st=WA

    Program Description

    Goal-Setting Best Practices, Calendaring Mistakes to Avoid, and More

    Whether you're new to the paralegal profession, or you've got years of experience under your belt, cultivating healthy and productive habits is imperative to thriving in your career. This practical program provides paralegals with specific advice for staying on task and minimizing stress. Examine best practices for prioritizing assignments, find creative ways to utilize different calendaring tools, and explore the dos and don'ts of file retention and destruction. Register today!

    • Gain time-tested tips for boosting your productivity during the workday.
    • Discover guidelines for harnessing project management principles and using them to enhance efficiency in day-to-day tasks.
    • Develop new strategies for effectively managing deadlines.
    • Uncover practical guidance for organizing both paper and electronic files.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI'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 legal professionals the tools they need to stay on top of deadlines and advance their career. Those who should attend include:

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

    Course Content

    1. Maximizing Productivity in Your Daily Work: 2023 Guide
    2. Applying Project Management Principles to Legal Work: What Paralegals Need to Know
    3. Deadline Management and Calendaring 2023
    4. Maintaining Electronic and Physical Case Files: Current Guidance and Best Practices
    • 07/21/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Discovery-Responses-and-Document-Production-A-Paralegal-s-Ultimate-Guide/Video-Webinar/96866ER_3936906?st=WA

    Program Description

    Practical Insights on Answering Written and Production Discovery

    Do you know all the tips and tricks for making objections in discovery? Are you aware of the best approaches to reviewing, bates-stamping/indexing of documents, and managing other aspects of the production process? In this program, seasoned faculty will share their hard-won insights for answering requests and handling traditional and electronic productions with finesse. Enhance your skills - register today!

    • Obtain best practices for responding to interrogatories, RFAs, RFPs, and other requests.
    • Gain practical insights on making objections to discovery requests.
    • Learn how to effectively review documents for privilege, responsiveness, and other issues.
    • Get pointers on bates-stamping, redaction, duplication, and indexing of documents.
    • Explore how to best manage electronic productions and work with PDF, TIFF, and native file formats.
    • Receive tips on keeping proper discovery, privilege, and production logs.

    Who Should Attend

    This intermediate level course is designed to give attendees the knowledge and skills they need to effectively answer written and production discovery. Those who should attend include:

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

    Course Content

    1. Responding to Requests: Rules, Pitfalls, and Tips
    2. Proper Use of Discovery Objections
    3. Document Review and Production
    4. Electronic Productions; Preserving, Collecting, and Producing ESI
    5. PDF, TIFF, and Native File Productions: Paralegal Tips and Tricks
    6. Discovery, Privilege, and Production Logs (w/Samples)
    7. Ethical Issues in Discovery for Paralegals
    • 07/21/2023
    • 9:00 AM - 10:00 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Preparing-Electronic-Evidence-For-Trial-A-Paralegal-s-Guide/Video-Webinar/97018ER_3948051?st=WA

    Program Description

    Help Tackle Authentication and Other Barriers to Admission

    Getting electronic evidence into your possession is only half the battle. You still need to get it presentable and help your attorney overcome evidence hurdles if they want to use it in the courtroom. Join our experienced faculty for a practical refresher on the rules and the steps you must take to ensure your attorney can properly introduce exhibits into evidence and make an impactful presentation at trial. Build your trial preparation skills and register today!

    • Understand how the rules of evidence apply to ESI.
    • Know where to go for sufficient proof of authenticity or reliability.
    • Get practical tips and tricks for preparing social media, texts, and other specific types of data for trial.

    Who Should Attend

    This intermediate level course is designed to teach attendees how to prepare electronic evidence for trial. Those who should attend include:

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

    Course Content

    • Key Rules of Evidence You Must Know
      • Authentication Rules
      • Relevance (and Rule 403)
      • Hearsay
      • Original Writing/Best Evidence Rule
    • Collecting Proof of Authenticity
    • File Formats, Devices, Presentation Software - Do's and Don'ts
    • Pre-Marking/Bates Stamps
    • Preparing Emails, Text Messages, Social Media Posts, Video, and More for Trial
    • 07/25/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Family-Law-for-Paralegals-What-You-Need-to-Know/Video-Webinar/96955ER_3938556?st=WA

    Program Description

    Tackle Divorce Discovery, Family Court, and More

    Paralegals must be able to hone their knowledge and skill set to thrive in family law practice. Whether it be handling key financial documents or adoption papers, family law paralegals have many opportunities to help attorneys succeed. Join our experienced faculty as they walk you through the fundamental duties and responsibilities of the practice to help get you started. Master the essentials - register today!

    • Avoid mistakes during case initiation.
    • Get a better understanding of the paralegal's role in family law practice.
    • Learn how child support is determined.
    • Gain a solid foundation adoption cases.
    • Discuss optimal methods for handling discovery procedures and evidence.

    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 and Motion Mistakes to Avoid
    2. Discovery in Divorce
    3. Premarital and Marital Agreements
    4. Handling Custody and Support Issues
    5. Preparing for Hearings and Trial
    6. Adoption Essentials
    7. Preparing the Trial Binder for Family Court
    • 07/26/2023
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/The-Complete-Personal-Injury-Paralegal/Video-Webinar/96867ER_3939048?st=WA

    Program Description

    Help Your Attorney Build a Strong Case

    Behind every successful personal injury lawyer is often a paralegal. Even the little things you do have the power to make or break a case. Are your skills on point? This program will reveal what you should be doing at each key step to give your attorney the best chance to succeed. Make a difference - register today!

    • Discover ways you can add value during the client intake process.
    • Learn how to prepare an effective medical records chronology or summary for your attorney.
    • Look at examples of medical bill and lien reduction requests done right.
    • Keep things under control with real-world case management pointers.
    • Find out how to make the most of discovery tools and deposition prep.
    • Get your attorney ready for trial and know what to expect if they take you with them into the courtroom.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to be an asset during a personal injury case. Those who should attend include:

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

    Course Content

    1. Preliminary Steps in Personal Injury Claims
    2. Medical Records, Expenses, and Liens
    3. Pleadings, File and Client Management
    4. Drafting and Answering Discovery
    5. Trial Preparation - Effectively Working With the Litigation Team
    6. The Personal Injury Paralegal at Trial
    7. Ethics for Personal Injury Paralegals
    • 07/26/2023
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Using-Adobe-Acrobat-Effectively-A-Guide-for-Paralegals/Video-Webinar/97046ER_3955014?st=WA

    Program Description

    Quick Tips and Tools Every Paralegal Needs to Know

    It's amazing what you can learn if you dig a little deeper! Join our experienced faculty for a dive into lesser-known Adobe tips and tricks to help you with OCR, document production, and other everyday tasks. This program will pay for itself in time savings to both the law firm and client - register today!

    • Get tips for redaction and metadata review and removal.
    • Learn how to create PDF portfolios to store and combine multiple files.
    • Uncover editing and markup tools you'll wish you'd known about before.
    • Discover how to add or remove bookmarks, watermarks, and other features.

    *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 help attendees to develop a better understanding of tools essential for paralegals' everyday work with PDFs, including Bates numbering and editing. Those who should attend include:

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

    Course Content

    • OCR/Searchable PDF
    • Bates Numbering, Headers, and Footers
    • Redaction
    • Metadata Review and Removal
    • Combining, Splitting, and Excerpting Documents
    • PDF Portfolios
    • Bookmarks
    • Next-Level Editing and Markup Tools
    • Hyperlinks
    • Watermarking
    • Send for Signature and Electronic Signatures
    • File Conversion
    • 07/27/2023
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/The-Complete-Real-Estate-Due-Diligence-Guide-for-Paralegals/Video-Webinar/96986ER_3947507?st=WA

    Program Description

    Leave no Stone Unturned

    Due diligence is the last opportunity to uncover deal-altering issues that can turn a successful acquisition into a wreck. Extreme care and attention to detail are paramount. This paralegal-focused guide will walk you through the steps, tools, and resources you'll need to find and mitigate any potential problems before the client signs on the dotted line. Build your skills - register today!

    • Review the steps and tasks of the due diligence process to ensure no stone is left unturned.
    • Get practical guidance for investigating title issues.
    • Uncover conflicts and other issues in legal descriptions and surveys.
    • Learn what to look for in leases, environmental reports, and other documents.

    Who Should Attend

    This intermediate level course is designed to give attendees the knowledge and skills they need to effectively handle real estate due diligence. Those who should attend include:

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

    Course Content

    1. Overall Due Diligence Process, Timeline, and Document Management
    2. Title Searches and Title Commitments
    3. Surveys and Legal Descriptions Research
    4. Zoning Approvals Timeline and Procedure
    5. Environmental Due Diligence
    6. Other Due Diligence Tasks
    • 08/02/2023
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Checklist-Guide-to-Trial-Preparation/Video-Webinar/97076ER_3948579?st=WA

    Program Description

    Leave No Stones Unturned in Trial Preparation

    Join our experienced faculty as they walk you through the most crucial trial preparation responsibilities for paralegals. Don't let an oversight leave your attorney scrambling; this checklist guide will walk you through each key step so you can ensure nothing goes overlooked. Register today!

    • Know what you need to be doing and when with our master trial preparation timeline and checklist.
    • Gain a better understanding on how to organize a quality trial notebook to ensure a smooth trial.
    • Review how to prepare witnesses and evidence.
    • Ensure the war room and courtroom are fully equipped with what your attorney needs.

    Who Should Attend

    This intermediate level course is designed to teach attendees how to hone their trial preparation skills. Those who should attend include:

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

    Course Content

    1. Trial Preparation Timeline and Master Checklist
    2. Trial Notebooks Checklist
    3. Witness, Evidence, and Exhibit Checklists
    4. Office, War Room, Tech, and Courtroom Checklists
    5. Day-of-Trial Checklist
    • 08/10/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Land-Surveys-and-Legal-Descriptions-Everything-Paralegals-Need-to-Know/Video-Webinar/97026ER_3948785?st=WA

    Program Description

    Catch and Resolve Issues Before Property Changes Hands

    Legal descriptions and land surveys can reveal much about the property in question, but few possess the ability to read them. How does your knowledge stack up? This comprehensive program will show you how to interpret, review, and draft deeds and legal descriptions. You will also learn how to analyze land surveys and help your attorney resolve any issues you've unearthed. Build your real estate skills - register today!

    • Learn how to review and plot legal descriptions of land.
    • Discover how to make sense of old and complex legal descriptions.
    • Find out how to put together a complete and unambiguous deed for attorney review.
    • Spot issues by cross-reading surveys, legal descriptions, and title commitments.
    • Get tips for preparing corrective deeds, affidavits, boundary line agreements, and other documents.

    Who Should Attend

    This intermediate level course will provide attendees with practical skills for working with surveys and legal descriptions. Those who should attend include:

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

    Course Content

    1. How to Read and Understand Legal Descriptions
    2. Deciphering Old, Historic Maps and Legal Descriptions
    3. The Art of Drafting Deeds and Legal Descriptions
    4. Reviewing Legal Descriptions, Title Commitments, and Surveys
    5. Drafting to Fix Legal Description and Land Survey Issues
    6. Paralegal Ethics

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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