Upcoming Events & CLEs

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• WSPA Connect Monthly Meeting

  • Start
    01/08/2025
  •  
  • End
    12/10/2025
  •  
  • Schedule
    12 sessions
  • Location
    Zoom Meeting

  Register

  

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

  Join our next WSPA Connect meeting every 2nd Wednesday 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/88193456997

  Meeting ID: 881 9345 6997

  Passcode: 506819

  
  

  We look forward to connecting with you!

  Show details
• WSPA Monthly Board Meeting

  • Start
    01/15/2025
  •  
  • End
    12/17/2025
  •  
  • Schedule
    12 sessions
  • Location
    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 held via Zoom and we encourage members across the state to attend.

  
  

  Please email President@wspaonline.org for Zoom meeting details.

  
  

  Show details
• LLC Formation for Paralegals

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

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

  Overview

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

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

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

  Abbreviated Agenda

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

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

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

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

  Overview

  Unlock Your Potential and Master Critical Witness Management Skills

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

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

  Abbreviated Agenda

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

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

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

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

  Overview

  Keeping Estate Plans on Track

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

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

  Abbreviated Agenda

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

  Show details
• Intro to Commercial Debt Collections for Paralegals

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

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

  Overview

  Practical Fundamentals of Collecting From Businesses

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

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

  Abbreviated Agenda

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

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

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

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

  Overview

  From Intake to Final Decree and Beyond!

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

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

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

  Abbreviated Agenda

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

  Show details
• Paralegals' Checklist Guide to Personal Injury Cases

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

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

  Overview

  Are You Missing Anything?

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

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

  Abbreviated Agenda

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

  Show details
• Every Day Legal Ethics

  • When
    05/13/2025
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100328

  Overview

  How to Handle Ethical Issues Like a Pro and Sidestep Landmines

  Disciplinary actions, erosion of client trust, and sanctions against your attorney - this list illustrates just a few of the potential repercussions of ethical missteps. Are you comfortable with those consequences? In this focused guide, our veteran faculty walks you through the basics of legal ethics. From tips for handling ethical issues with technology to guidelines for avoiding the unauthorized practice of law (UPL), you do not want to miss this chance to broaden your knowledge. Register today!

  • Examine best practices for preserving client confidentiality.
  • Uncover practical guidance for dealing with conflicts of interest.
  • Determine when to turn to a supervising lawyer for help with an ethical issue.

  Abbreviated Agenda

  1. The Paralegal's Role in Safeguarding Client Confidentiality
  2. Tech Troubles: Handling Ethics Issues With Social Media and Technology
  3. Avoiding Unauthorized Practice of Law (UPL)
  4. Tactics for Identifying and Resolving Conflicts of Interest
  5. Calling All Counsel: When to Turn to Your Attorney for Help With an Ethics Issue
  6. Top 5 Paralegal Ethics Blunders to Avoid

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

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

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

  Overview

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

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

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

  Abbreviated Agenda

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

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

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

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

  Overview

  Play By the Rules

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

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

  Abbreviated Agenda

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

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

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

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

  Overview

  Steps to a Hassle-Free Closing Day

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

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

  Abbreviated Agenda

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

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

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

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

  Overview

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

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

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

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

  Abbreviated Agenda

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

  Show details
• Paralegals' Guide to Impeccable Corporate Records

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

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

  Overview

  Master Essential Formation and Operation Records Management

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

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

  Abbreviated Agenda

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

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

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

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

  Overview

  Obtaining, Analyzing, and Updating Clients' Financial Records

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

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

  Abbreviated Agenda

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

  Show details
• Complete Trial Preparation Guide for Paralegals

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

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

  Overview

  Learn How to be an Indispensable Trial Prep Paralegal

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

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

  Abbreviated Agenda

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

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

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

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

  Overview

  Which of These Legal Writing Mistakes Are You Guilty Of?

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

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

  Abbreviated Agenda

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

  Show details
• Probate and Estate Administration for Paralegals

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

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

  Overview

  Confidently Assist in Probate and Estate Administration

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

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

  Abbreviated Agenda

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

  Show details
• Preparing for Personal Injury Trials: A Paralegal's Checklist Guide

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

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

  Overview

  Ensure a Smooth, Organized, and Successful Trial

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

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

  Abbreviated Agenda

  1. Efficiently Organizing Trial Binders and Notebooks
  2. Readying Documents and Exhibits
  3. Witness Preparation for Personal Injury Trials
  4. Trial Logistics and Courtroom Preparation

  Show details
• The Keys to a Well-Drafted Subpoena

  • When
    06/06/2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100489

  Overview

  Avoid Pitfalls and Get What You Need the First Time

  Too vague, too broad...there is an art to drafting subpoenas that get you the records you want without opening the door to objections or a motion to quash. Join our knowledgeable faculty for practical insights on crafting subpoenas that are compliant with the rules, precise, and targeted, ensuring you get the records or testimony you seek while avoiding costly delays. Get it right the first time and minimize pushback - register today!

  • Avoid vague, ambiguous, or overbroad requests: learn the art of specificity and clarity in subpoena drafting.
  • Review best practices for drafting subpoenas for electronic records like emails and social media.
  • Set deadlines that are legally appropriate and realistic.
  • Head off potential problems when issuing subpoenas in different states.

  Abbreviated Agenda

  1. Refresher: Applicable Rules and Elements of a Subpoena
  2. Anticipating and Avoiding Challenges and Objections
  3. Clearly Describing the Documents or Testimony Sought
  4. Drafting Subpoenas for Electronic Records
  5. Setting Reasonable Deadlines
  6. Ensuring Proper Service
  7. Considerations for Issuing Subpoenas Across State Lines

  Show details
• Becoming a Power User of MS Word and Excel: A Paralegal's Guide

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

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

  Overview

  Master the Use of Microsoft Office Applications in the Law Office

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

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

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

  Abbreviated Agenda

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

  Show details
• Litigation Support: Tips and Tricks for Organizing Complex Cases

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

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

  Overview

  Conquer the Mess of Tasks, Documents, and Deadlines

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

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

  Abbreviated Agenda

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

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• AI in Action: Prompts and Strategies for Litigation Paralegals

  • When
    06/16/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100431

  Overview

  Transform Your Approach to Document Review, Trial Prep, and More

  Unlock the full potential of artificial intelligence (AI) in litigation! Our seasoned faculty will show you how to supercharge productivity in your everyday work, from document review to trial preparation. Say goodbye to slow, manual processes: discover firsthand the things you can and should be using AI to automate, with practical tips for avoiding pitfalls. Be a more efficient, tech-savvy litigation paralegal - register today!

  • Use the correct prompts to review documents with speed and thoroughness.
  • Sift through binding and persuasive authority with greater efficiency.
  • Refine your approach to AI-driven legal document creation for better drafts from the get-go.
  • Make trial preparation smarter and more efficient by using the AI tools at your fingertips.
  • Let AI do most of the case management busy work so you can focus on other tasks.
  • Get best practices reminders to ensure you're using AI in accordance with your professional responsibilities.

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

  Abbreviated Agenda

  1. AI-Driven Document Review and E-Discovery (With Demonstrations)
  2. Legal Research With AI: Tools, Strategies, and Prompts for Speed and Precision
  3. Smart Legal Document Drafting With AI (With Sample Prompts)
  4. Creative Ways to Use AI in Exhibit and Trial Preparation
  5. Your Mini Assistant: Case Management With AI
  6. A Paralegal's Guide to Ethical AI Use

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• Paralegal Paths to Finding Hidden Assets in Divorce

  • When
    06/19/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100416

  Overview

  Hidden Assets Can Make or Break a Divorce Case - Are You Equipped to Find Them?

  Unlock the tools and strategies paralegals need to uncover hidden assets in high-stakes divorce cases. This comprehensive course equips you with the skills to analyze financial records, collaborate with forensic accountants, and support attorneys and clients through the asset discovery process. Elevate your role as a paralegal by mastering essential techniques that drive successful outcomes in complex financial investigations. Enroll today!

  • Gain the ability to identify red flags and inconsistencies in financial disclosures.
  • Develop collaboration strategies with forensic accountants and other investigative professionals.
  • Learn best practices for organizing evidence, maintaining confidentiality, and supporting legal teams.

  Abbreviated Agenda

  1. Understanding Financial Records and Spotting Red Flags
  2. Collaboration and Investigation Techniques
  3. Gathering Evidence from Clients Best Practices

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• Estate Planning Essentials for Paralegals

  • When
    06/25/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100376

  Overview

  Wills, Trusts, POAs, Health Care Decisions, Tax Returns, and More Essential Documents and Tools

  Prepare to perform your key estate planning tasks with confidence. This practical guide offers specialized case/client intake and communication tips, case management advice, will and trust essential provisions breakdowns, and an overview of top trust structures and their uses. You will also get an introduction to trusts and estates taxation, including sample documents and filing guidance. Come away with a working understanding of trusts and estates paralegals' duties and with the confidence to do the job. Register today!

  • Improve and customize your client intake and make sure all the necessary documents are gathered.
  • Learn how to better prepare clients for the estate planning process and organize case files.
  • Assist clients in creating and updating their medical decision-making documents.
  • Distinguish between different types of financial POAs and help clients designate proxies.
  • Identify key terms and parties of trusts and explore essential provisions.
  • Review tax documents you will encounter in estate planning and administration.
  • Steer clear of UPL with an overview of common gray areas.

  Abbreviated Agenda

  1. Estate Planning Case Intake and Client Communications
  2. Powers of Attorney, Advance Directives, Disposition of Remains
  3. Intestacy Rules and Essential Will Provisions
  4. Types of Trusts and How to Draft Them for Attorney Review
  5. Ethics for Estate Planning Paralegals
  6. Taxation of Trusts and Estates 101
  7. Tax Documents, Deadlines, Submitting Returns

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• The Rules of Evidence: What Every Litigation Paralegal Needs to Know

  • When
    06/26/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100421

  Overview

  Master the Evidence Maze

  Enhance your litigation skills with this intermediate-level course designed to empower paralegals in trial preparation and courtroom success. This course explores the Federal Rules of Evidence, distinguishing admissible from inadmissible evidence, and identifying key relevance and prejudice factors. Dive deep into hearsay and its many exceptions through practical examples, and gain insight into recognizing and organizing objections to opposing evidence. Perfect for seasoned and new litigation paralegals alike, this program offers actionable strategies to effectively support attorneys throughout the litigation process. Don't wait - register today!

  • Learn about the rules of evidence and admissibility considerations.
  • Discuss hearsay and the many exceptions to the rule against it.
  • Learn how to arm your attorneys with pre-trial objections after reviewing depositions.
  • Explore best practices relating to supporting effective evidence presentation in the courtroom.

  Abbreviated Agenda

  1. Introduction to the Rules of Evidence
  2. Hearsay and Its Exceptions
  3. Supporting Effective Evidence Presentation in Court
  4. Recognizing Objectionable Evidence

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• Paralegal Tips for Handling Tricky and Time-Consuming Medical Record Issues

  • When
    07/09/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100595

  Overview

  The Essential Guide for Paralegals Looking to Up Their Medical Record Game

  Ever wish there was a way you could simplify the process of collecting, analyzing, and summarizing medical records? Look no further! In this troubleshooting course, our accomplished instructors dish out clever tips for managing common issues that arise with medical records. From tactics for dealing with difficult medical providers to pointers for interpreting ambiguous medical terminology, you can't afford to miss this program - register today!

  • Formulate strategies for overcoming hurdles in medical record collection.
  • Uncover practical guidance for organizing medical records.
  • Detect inconsistencies in medical records and billing documentation.
  • Discover tips and tricks for preparing expert witnesses for depositions.
  • Examine best practices for drafting medical chronologies and summaries.

  Abbreviated Agenda

  1. Circumventing Roadblocks When Gathering Medical Records
  2. Time-Saving Techniques for Organizing Medical Records
  3. Deciphering Medical Records and Bills: Pointers From a Pro
  4. Paralegal Techniques for Analyzing Medical Expert Reports
  5. How to Prepare Records and Expert Witnesses for Impactful Depositions, Hearings, and Trial
  6. Advanced Medical Chronologies, Summaries, and Expense Itemizations
  7. Paralegal Ethics: Key Pitfalls to Avoid When Handling Medical Records

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