Paralegal Mistake #4: Trust Account Mismanagement When a client retains the services of an attorney, they are usually asked to sign a retainer agreement and provide an initial retainer fee. The fee is then placed in the attorney’s trust account for safekeeping. What is a trust account? It is a business checking account into which… Continue reading Paralegal Mistake #4: Trust Account Mismanagement
Tag: mistake
Paralegal Mistake #3: Notarize Documents Without Proper Identification
Paralegal Mistake #3: Notarize Documents Without Proper Identification Notarize Documents Without Proper Identification There are normally two choices when notarizing a document: If the person signing the document is unknown to the assistant, an official I.D. must be presented; or If the person signing the document is personally known to the assistant, no identification is… Continue reading Paralegal Mistake #3: Notarize Documents Without Proper Identification
Paralegal Mistake #2: Neglecting Your Continuing Education
Paralegal Mistake #2: Neglecting Your Continuing Education Once you land your first legal job (and no…school is not necessary to enter this career!), the temptation may be to place future education on the back burner. BEFORE you apply for a paralegal position, be sure to check out my class: Paralegal Inner Circle Class (Get on… Continue reading Paralegal Mistake #2: Neglecting Your Continuing Education
Paralegal Mistake #1: Lack of Proofreading
Paralegal Mistake #1: Lack of Proofreading I’ve discussed this topic with many of my colleagues in the paralegal field. The question is, “Who’s ultimately responsible for proofreading – the assistant or the attorney?” Some of my colleagues held the notion that the attorney was the primary proofreader. I disagree. It’s simply not the attorney’s role.… Continue reading Paralegal Mistake #1: Lack of Proofreading