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
• 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

  Show details
• 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

  Show details
• Business Contract Review Tips for Paralegals: Top Traps and Red Flags

  • When
    06/17/2025
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100490

  Overview

  How to Address Mistakes and Improve the Process

  Work smarter - not harder! Contract review can be tedious work, but it is critically important to get it right every time. This fast-paced course offers tips for improving the process and the quality of contract review. Whether you're just getting started or looking to increase your expertise, you'll find something you can put to use right away. Register today!

  • Develop a consistent workflow for reviewing contracts, including checklists and procedures.
  • Adopt new AI-assisted document review tools wisely.
  • Communicate findings and concerns to supervising attorneys and work better with other departments.
  • Improve contituously- analyze past contract issues to prevent similar problems in the future.

  Abbreviated Agenda

  1. Structuring the Review Process: Knowing Key Terms and Non-Negotiables
  2. Time-Saving Tips for Efficient Contract Review
  3. Refining Your Checklists to Ensure Consistency and Thoroughness
  4. Data Security and AI-Assisted Contract Review
  5. Seeking Feedback and Improving Collaboration

  Show details
• 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

  Show details
• Collecting Evidence in Auto Injury Cases: Overcoming Key Challenges

  • When
    06/20/2025
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100488

  Overview

  Tips and Tricks Dealing With Uncooperative Parties, Evidence Preservation Challenges, and More

  Are clients' medical records scattered across multiple providers? Do you often struggle to locate or deal with uncooperative witnesses? Does accident scene evidence and electronic device evidence have a habit of being altered or lost before you can get to it? Join our experienced faculty as they share proven strategies for overcoming challenges in collecting evidence for auto injury cases. Don't let pushback or other hurdles prevent you from securing the evidence your attorney needs - register today!

  • Learn how to effectively reconcile missing or conflicting medical records.
  • Discover actionable approaches for managing slow responses and resistance from records custodians.
  • Get tips for securing valuable information from witnesses who are reluctant to cooperate.
  • Prevent critical physical and electronic evidence from being lost or altered.

  Abbreviated Agenda

  1. Incomplete Medical Records and Multiple Providers
  2. Non-Cooperation and Delayed Responses by Insurance Companies or Defendants
  3. Difficult-to-Find Witnesses and Uncooperative Witnesses
  4. Delays and Pushback in Obtaining Records From Law Enforcement Agencies
  5. Overcoming Challenges in Preserving Evidence From the Accident Scene and Electronic Devices

  Show details
• 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

  Show details
• 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

  Show details
• Hidden Dangers in Legal Ethics: A Survival Guide for Paralegals

  • When
    06/27/2025
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100494

  Overview

  Avoid Massive Ethical Errors That Can Leave You Stumbling

  Erosion of client trust, damage to your supervising attorney's reputation, and immediate dismissal - these illustrate just a fraction of the possible risks posed by making an ethical error in daily practice. Is that a chance you're willing to take? This course is designed to provide you with real-world insights for preventing and resolving the top ethical mistakes that paralegals make. Don't let a mistake hinder your credibility - register today!

  • Discover the consequences of failing to report conflicts.
  • Sidestep common client communication landmines.
  • Dodge top data privacy and security ethical errors.

  Abbreviated Agenda

  1. Seeing Red: Failure to Recognize and Report Conflicts
  2. Paralegal-Client Communication Pitfalls to Avoid
  3. The Unauthorized Practice of Law (UPL) - Top Paralegal Mistakes
  4. Risked Posed by Cutting Corners on Data Privacy and Security
  5. Inadvertent Disclosures - The Bad and the Ugly

  Show details
• 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

  Show details
• Assisting in Business Acquisitions: A Quick Checklist Guide

  • When
    07/10/2025
  •  
    11:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100628

  Overview

  Add Value and Create Efficiencies in Acquisition Transactions

  What if you could improve the outcome of every business acquisition deal your firm handles? We've distilled experienced paralegals' tips into a fast-paced guide to improving sale/purchase agreements at every step of the transaction. This curriculum is designed to be practical and immediately applicable. Make yourself indispensable - register today!

  • Reduce attorney review time through strategic document organization.
  • Prevent delays: anticipate and gather commonly requested documents early.
  • Reduce attorney hours by preparing focused, issue-specific due diligence summaries.
  • Minimize errors by implementing robust version control systems.

  Abbreviated Agenda

  1. Pre-Transaction Planning: Document Management Systems, Secure File Sharing, etc.
  2. Improving Due Diligence Coordination
  3. Enhancing Transaction Document Quality
  4. Signature Management Best Practices
  5. Closing Preparation and Post-Closing Tasks

  Show details
• Assisting in Business Acquisitions: A Quick Checklist Guide

  • When
    07/10/2025
  •  
    11:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100628

  Overview

  Add Value and Create Efficiencies in Acquisition Transactions

  What if you could improve the outcome of every business acquisition deal your firm handles? We've distilled experienced paralegals' tips into a fast-paced guide to improving sale/purchase agreements at every step of the transaction. This curriculum is designed to be practical and immediately applicable. Make yourself indispensable - register today!

  • Reduce attorney review time through strategic document organization.
  • Prevent delays: anticipate and gather commonly requested documents early.
  • Reduce attorney hours by preparing focused, issue-specific due diligence summaries.
  • Minimize errors by implementing robust version control systems.

  Abbreviated Agenda

  1. Pre-Transaction Planning: Document Management Systems, Secure File Sharing, etc.
  2. Improving Due Diligence Coordination
  3. Enhancing Transaction Document Quality
  4. Signature Management Best Practices
  5. Closing Preparation and Post-Closing Tasks

  Show details
• Clever Ways to Assist Attorneys at Trial

  • When
    07/15/2025
  •  
    ? - 1:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100616

  Overview

  Become a Pivotal, Behind-the-Scenes Player at Your Next Trial

  When the pressure is on and your attorney is laser-focused on their presentation, it's your moment to truly shine as a paralegal. Will you be the one who ensures every document, piece of evidence, and witness is exactly where they need to be, right when they're needed? Will you spot crucial details or opportunities that others may miss? And when unexpected issues arise, will you be ready to help troubleshoot and keep the case on track? While you may not be in the spotlight, you are the unsung hero behind a smooth and successful trial. Our expert faculty will show you how to become indispensable in the eyes of your attorney - proving your value, contributing meaningfully to the case, and helping deliver results that truly matter. Register today!

  • Get organizational tips to ensure everything is at your team's fingertips.
  • Coordinate witnesses with confidence and manage exhibits like a pro.
  • Be ready with effective solutions to unexpected issues and courtroom curveballs.

  Abbreviated Agenda

  1. Tips for Organizing Case Materials and Trial Binders
  2. Coordinating Witnesses and Managing Exhibits and Documents
  3. Staying Organized Under Trial Pressure
  4. Strategic Notetaking: Capturing Key Details
  5. Assisting With the Unexpected: Proactive Solutions to Issues That Can Crop Up

  Show details
• Real Estate Development 360:Paralegal Insights

  • When
    07/15/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100597

  Overview

  Clear the Path: Practical Insights for Due Diligence, Approvals, and Contracts

  Real estate development projects often face complex regulatory challenges and can quickly get tangled the red tape. Do you have the knowledge and skills to navigate these obstacles and ensure projects progress toward positive outcomes? Discover how you can provide strategic support and facilitate smooth and efficient execution. Expand your skill set - register today!

  • Identify title, zoning, and environmental issues that will hamper the project.
  • Learn how to secure land use approvals, development permits, and environmental clearances.
  • Foster productive relationships with government agencies to expedite approvals.
  • Get tips for reviewing contracts critical to the real estate development process.

  Abbreviated Agenda

  1. Development Due Diligence Insights: Title and Zoning Analysis
  2. Securing Permits, Zoning Approvals, and Environmental Clearances
  3. Contract Quick Tips: Key Terms and Pointers for Review

  Show details
• Real Estate Development 360: Paralegal Insights

  • When
    07/15/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100597

  Overview

  Clear the Path: Practical Insights for Due Diligence, Approvals, and Contracts

  Real estate development projects often face complex regulatory challenges and can quickly get tangled the red tape. Do you have the knowledge and skills to navigate these obstacles and ensure projects progress toward positive outcomes? Discover how you can provide strategic support and facilitate smooth and efficient execution. Expand your skill set - register today!

  • Identify title, zoning, and environmental issues that will hamper the project.
  • Learn how to secure land use approvals, development permits, and environmental clearances.
  • Foster productive relationships with government agencies to expedite approvals.
  • Get tips for reviewing contracts critical to the real estate development process.

  Abbreviated Agenda

  1. Development Due Diligence Insights: Title and Zoning Analysis
  2. Securing Permits, Zoning Approvals, and Environmental Clearances
  3. Contract Quick Tips: Key Terms and Pointers for Review

  Show details
• Clever Ways to Assist Attorneys at Trial

  • When
    07/15/2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100616

  Overview

  Become a Pivotal, Behind-the-Scenes Player at Your Next Trial

  When the pressure is on and your attorney is laser-focused on their presentation, it's your moment to truly shine as a paralegal. Will you be the one who ensures every document, piece of evidence, and witness is exactly where they need to be, right when they're needed? Will you spot crucial details or opportunities that others may miss? And when unexpected issues arise, will you be ready to help troubleshoot and keep the case on track? While you may not be in the spotlight, you are the unsung hero behind a smooth and successful trial. Our expert faculty will show you how to become indispensable in the eyes of your attorney - proving your value, contributing meaningfully to the case, and helping deliver results that truly matter. Register today!

  • Get organizational tips to ensure everything is at your team's fingertips.
  • Coordinate witnesses with confidence and manage exhibits like a pro.
  • Be ready with effective solutions to unexpected issues and courtroom curveballs.

  Abbreviated Agenda

  1. Tips for Organizing Case Materials and Trial Binders
  2. Coordinating Witnesses and Managing Exhibits and Documents
  3. Staying Organized Under Trial Pressure
  4. Strategic Notetaking: Capturing Key Details
  5. Assisting With the Unexpected: Proactive Solutions to Issues That Can Crop Up

  Show details
• Taming Toxic, Emotional and Uncooperative Clients in Family Law: What You Need to Know as a Paralegal

  • When
    07/16/2025
  •  
    8:00 AM - 3:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100575

  Overview

  Critical Legal Strategies for Working With Challenging Clients

  Picture this: You're assisting your attorney with a custody case, and the client struggles with substance use issues. You are trying to collect key documents from the client, but they're highly emotional and not cooperating. What's the best next step to take?

   

  Now imagine yourself in another situation where the client is trying to escape an abusive relationship. You and your supervising attorney have built trust with this client, and they're in a dangerous situation. As a paralegal, what are your obligations concerning the client's safety?

   

  If you're not sure how to proceed in these types of situations, this course is here to make things easier. Join our expert faculty as they discuss the legal essentials of managing high-need or vulnerable clients in family law cases. Determine how to streamline the intake process for clients with mental health disorders, discover tips for addressing parental alienation, and much more. Don't miss out - register today!

   

  • Examine best practices for addressing client mental health concerns.
  • Uncover practical guidance for dealing with parental alienation.
  • Find out how to manage substance use issues in family law cases.
  • Formulate tactics for handling domestic abuse concerns.
  • Develop strategies for fighting false accusations.

  Show details
• Taming Toxic, Emotional, and Uncooperative Clients in Family Law: what You need to know as a Paralegal

  • When
    07/16/2025
  •  
    8:00 AM - 3:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100575

  Overview

  Critical Legal Strategies for Working With Challenging Clients

  Picture this: You're assisting your attorney with a custody case, and the client struggles with substance use issues. You are trying to collect key documents from the client, but they're highly emotional and not cooperating. What's the best next step to take?

   

  Now imagine yourself in another situation where the client is trying to escape an abusive relationship. You and your supervising attorney have built trust with this client, and they're in a dangerous situation. As a paralegal, what are your obligations concerning the client's safety?

   

  If you're not sure how to proceed in these types of situations, this course is here to make things easier. Join our expert faculty as they discuss the legal essentials of managing high-need or vulnerable clients in family law cases. Determine how to streamline the intake process for clients with mental health disorders, discover tips for addressing parental alienation, and much more. Don't miss out - register today!

   

  • Examine best practices for addressing client mental health concerns.
  • Uncover practical guidance for dealing with parental alienation.
  • Find out how to manage substance use issues in family law cases.
  • Formulate tactics for handling domestic abuse concerns.
  • Develop strategies for fighting false accusations.

  Show details
• Write On: Paralegal Tips for Clear Writing and Strong Client Communications

  • When
    07/17/2025
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100615

  Overview

  Say “Goodbye” to Clunky Writing and “Hello” to Polished Paralegal Work

  What if you could improve your legal writing skills in just one hour? This course makes it possible! Join our expert faculty as they spill their tried-and-true techniques for ensuring legal documents, client emails, and more are polished and easy to understand. What do you have to lose? Register today!

  • Find out how to communicate legal info in client-friendly language.
  • Uncover practical guidance for writing more concisely.
  • Formulate effective proofreading strategies to enhance your writing.

  *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. Simplifying Legal Writing for Stronger Client Understanding
  2. Tips and Tricks for Making Your Writing More Concise
  3. Documenting Client Interactions for Effective Case Management
  4. Determining When a Client's Question Requires Escalation to the Attorney
  5. Practical Proofreading Tips and Tools for Paralegal Success

  Show details
• Document Prep Tips from Experienced Trusts and Estates Paralegals

  • When
    07/22/2025
  •  
    10:00 AM - 1:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100596

  Overview

  Ensure Estate Plans Are Cohesive and Well-Crafted

  Paralegals play a pivotal role in helping attorneys structure estate planning documents, from drafting simple POAs and recording transfers to valuation and inventory of the clients' assets. This legal course offers practical knowledge to help paralegals improve their drafting and document handling skills. Become indispensable - register today!

  • Help attorneys draft and organize asset transfer documents that work well together.
  • Ensure you accurately assess the estate's value.
  • Organize your probate document prep process for greater efficiency.
  • Get tips for effective communication with various stakeholders.

  Abbreviated Agenda

  1. Refining Estate Plan Case Intake Documents: Tips From the Pros
  2. Wills, Trusts, and Other Critical Estate Planning Documents
  3. Asset Valuation and Inventory Tips
  4. Post-Drafting Recordkeeping and Probate Document Management
  5. Communication With Fiduciaries, Beneficiaries, and Third Parties

  Show details
• Emotional Intelligence 101: How Paralegals Can Improve Client Relationships

  • When
    07/24/2025
  •  
    10:00 AM - 11:00 AM
  • Location
    WEBCAST

  Register: https://ipe-sems.com/products/100605

  Overview

  Effective Approaches to Building Trust With Clients

  Ever wonder how you can stand out and boost client services? Emotional intelligence (EI/EQ) is the answer! In this paralegal-focused program, our seasoned faculty reveal the power of EI and share creative ways to use it to enhance relationships with clients and colleagues. Build your understanding of how you can turn good client experiences into positive legal outcomes, formulate tactics for building rapport, and discuss the crucial role of EI in managing client expectations. Register today!

  • Discover how EI can strengthen paralegal-client communications.
  • Develop techniques for using empathy and social skills to build rapport.
  • Uncover EI strategies for enhancing relationships in the legal workplace.

  Abbreviated Agenda

  1. What Is Emotional Intelligence (EI/EQ)? Core Concepts, Components, and Misconceptions
  2. How Client Experience Shapes Results in the Legal World
  3. How You Can Strengthen Client Communication With EI and Self-Awareness
  4. Building Rapport Through Social Skills and Empathy
  5. The Role of EI in Managing Client Expectations
  6. Practical Applications of EI: Enhancing Workplace Relationships

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• Message Mayhem: Top 6 Ethics Mistakes Paralegals Make in Emails and Texts

  • When
    07/31/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100577

  Overview

  Actionable Strategies for Averting Common Ethics Errors

  “An error doesn't become a mistake until you refuse to correct it.” -Orlando Aloysius Battista

  Reputational damage, client harm, and loss of employment - this illustrates just a fraction of the negative consequences that can result from failing to address an ethical error. Do you really want to risk it? In this paralegal-focused course, our distinguished faculty present best practices for preventing and resolving the top ethical errors paralegals make with texts and emails. Take action now - register today!

  • Find out the risks of failing to identify yourself as a paralegal in electronic communications.
  • Identify the importance of protecting confidentiality when texting with clients.
  • Gather strategies for preventing and mitigating cybersecurity threats.
  • Uncover the pitfalls and perils of using “Reply All” and “CC.”

  Abbreviated Agenda

  1. Failure to Identify Yourself and Clarify Your Role
  2. Failure to Safeguard Confidentiality When Texting and Emailing Clients
  3. Inadvertent Disclosures: Top Errors to Avoid
  4. Public Wi-Fi: Sidestepping Landmines and Protecting Client Info
  5. Ignoring Cybersecurity Threats: Words of Advice on Prevention and Client Notification
  6. Missteps in Messaging: Perils of “CC,” “Reply All,” and Group Messages

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• SSDI Planning Guide for Paralegals

  • When
    08/18/2025
  •  
    9:00 AM - 12:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100682

  Overview

  Support SSDI Clients and Attorneys and Keep Claims on Track

  Social Security Disability paralegals carry a heavy burden on their shoulders: the SSA allows non-attorneys to represent claimants, so where do paralegal duties end and the attorney's job begin? This legal guide will help you improve your SSDI claim practices and tame the madness of endless client calls, hectic hearing schedules, and endless volumes of supporting documents. Update your knowledge and hone your organizational skills to improve claim outcomes - 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 intricacies.
  • Establish effective SSA and client communications practices.

  Abbreviated Agenda

  1. Social Security Benefits, Eligibility Criteria, and Claim Process Overview
  2. Claim Evaluation and Issues Impacting Disability Determination
  3. Your Most Important Role - Client Contact
  4. Obtaining Relevant Records and Organizing the Case File: Tips From the Pro Paralegals
  5. SSA Forms and Communication: Get to Know Your BSO (And Other Cool Things You Can Do Online)
  6. The Hearing Process in Summary: Requests, Briefs, and Matters Addressed

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• Government and Administrative Law for Paralegals

  • When
    08/20/2025
  •  
    8:00 AM - 11:15 AM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100659

  Overview

  Rulemaking Insights, Legal Research Tips, Public Records Requests, and Administrative Hearings

  Whether you're new to administrative law or seeking a refresher, this program is for you! Step into the world of government regulations and agency actions with this information-packed program. We'll show you how to track rulemaking processes so your team can stay ahead. You will also learn how to quickly track down key resources, handle public records requests, and prepare for administrative hearings and appeals. Build your knowledge and value - register today!

  • Discover how to effectively track and analyze rulemaking and agency actions.
  • Hear where to find agency interpretations, administrative dockets and databases, and other information.
  • Navigate public records laws and document release protocols.
  • Receive essential skills for preparing for administrative hearings and appeals.

  Abbreviated Agenda

  1. Understanding Government Structure and the Role of Administrative Agencies
  2. Navigating Administrative Rulemaking and Compliance Processes
  3. Legal Research in Administrative Law: Know Your Resources
  4. Handling FOIA or Public Records Requests: Essential Insights
  5. The Paralegal's Role in Administrative Procedures and Appeals

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• Metadata for Paralegals: How to Find, Preserve, Produce, and Scrub It

  • When
    08/26/2025
  •  
    10:00 AM - 1:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100681

  Overview

  Send Only What You Intend

  Whether you're involved in document review, e-discovery, or simply need to ensure secure handling of legal files, knowing how to properly handle metadata is an absolute must. This comprehensive program will dive into everything you need to know about metadata - from the basics of what it is and where to find it, to the best practices for preserving, redacting, and managing metadata in documents. Get essential know-how and incorporate best practices to avoid accidental disclosure and other pitfalls - register today!

  *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. Where to Find Metadata and How to Use it
  2. How to Preserve and Produce Metadata
  3. How to Remove or Redact Metadata
  4. Demonstrations of Metadata Management Tools

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• Reputation at Risk: Paralegal Ethics Tips for Avoiding Administrative Pitfalls

  • When
    08/27/2025
  •  
    9:00 AM - 11:15 AM
  • Location
    Webcast

  register: https://ipe-sems.com/products/100646

  Overview

  Are Your Errors Damaging the Client's Case - and the Firm's Reputation?

  Avoid the stress of a malpractice claim or disciplinary action by learning from someone else's mistakes! In this paralegal-focused course, our distinguished faculty outline the ethical risks of making administrative blunders in daily practice. Discover the pitfalls of workflow mismanagement, avert common billing and trust accounting errors, and much more. Register today!

  • Unearth the consequences of inadequate client screens and conflict checks.
  • Avoid miscommunication by managing client expectations from the get-go.
  • Tamp down data security risks in the law firm with tried-and-true strategies.
  • Find out the top social media mistakes that paralegals are making right now.

  Abbreviated Agenda

  1. Inadequate Client Screening and Documentation of Conflict Checks
  2. Preventing Miscommunication: How to Manage Client Expectations
  3. Sidestepping Data Security and File Management Landmines
  4. Failure to Manage Workflow Efficiently: Traps Supervising Paralegals Set for Junior Paralegals
  5. The High Cost of Trust Account Errors, Billing Mistakes, and Misstatements
  6. Social Media Missteps: What Paralegals Need to Watch Out For

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• Paralegals' Guide to Guardianships and Conservatorships

  • When
    09/04/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100815

  Overview

  Capacity, Creation, Reformation, and More!

  Guardianships and conservatorships are an indelible part of elder law practice. Do you have all the skills you need to handle all the research and document preparation that goes into their creation and reformation? This practical course offers a breakdown of what you'll typically be expected to know and do to assist with adult guardianships and conservatorships, from verifying capacity to case file management. Register today!

  • Master the legal principles, including unique terminology and the difference between proxy options.
  • Gather and organize supporting documentation, including medical records, financial statements, and social work reports.
  • Maintain case files, track deadlines, and keep track of hearings with tips from the pros.
  • Learn to provide compassionate and professional support to clients and their families.

  Abbreviated Agenda

  1. The General Principles: Distinguishing Guardianships and Conservatorships
  2. Researching Capacity and Benefit Needs
  3. Preparing Documentation and Court Filings
  4. Unopposed vs. Contested Guardianships
  5. Guardian/Conservator Choice, Duties, Powers, and Limits
  6. Reformation and Restoration of Rights
  7. Case Management and Financial Recordkeeping

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