In-House Training Program:

Course Title: Certificate in Legal Technician Management

Course Description: This is an intensive 2 day live seminar that covers every thing you need to know about managing a successful legal document preparation business. This on-line course and manual is designed to support both the live seminar and as a continue reference manual to support on-going operations. There are links to other legal resources in this web space as well as to on-line Power Point presentations that can be used to train new and existing members of your staff.

To access this web space each staff member must register, as this web space is totally secure and private, and access needs to be controlled.

In addition to the resource materials published, members have access to our Forum/Conferencing Space where questions can be posted and answered by any one in the system about any of the topics that are the subject of this training.  The Forum space is design to enable each trainee to access on-line materials that we used in the live training session.

Training Fee: $5,000.00 for up to 10 trainees plus travel. Includes materials and access to on-line training space.

Introduction

Part I: Creating and Operating Your Legal Document Preparation Business

Unit 1: Background and History of the Document Preparation Industry

• The difference between legal advice and legal information
• Training Presentation -How to deliver legal information without violating UPL

Unit 2: Best Practices: Delivering Legal Information to Customers

• Legal Resources on the Internet
• The Over-the-Counter Transaction: Building Trust
• Waiver and Agreement for Document Preparation Services
• Managing You Staff
• Records to Maintain
• Insurance issues

Unit 3: Marketing Your Business

• Media

• Signage

• Collateral Materials

• Community Group Referrals

• The Internet and the role of a Web Site

• Other Marketing Techniques and Technologies

Unit 4: Rapidocs Technology

• How to Use the Rapidocs DirectLaw Service
• What you need to know about Rapidocs and Rapidocs file types.
• What you need to know about Adobe .PDF file types
• How to use Adobe Acrobat or Scan Soft .pdf Convert to save information in Adobe forms
• What additional software programs do you need in your office to prepare documents.?

Part II. Legal Products and Substantive Law 

Unit 5: Chapter 7 Bankruptcy

• Bankruptcy Law Guide: Requirements of the new Bankruptcy Reform Act
• How to satisfy the new requirements

Unit 6: Divorce

• No-Fault Divorce- The Concept
• Uncontested Divorce: Forms and Instructions.
• Service of Process and Filing Issues.

Unit 7: Wills, Powers of Attorney (Durable and Financial), Living Wills and Health Care Powers of Attorney, and Living Trusts

• Wills Guide
• More Information on Wills
• Why Everyone Should Have A will, Living Wills, And Powers of Attorney- The Basic Package,
• Living Wills, Health Care, and the Health Care Power of Attorney
• Living Trust Frequently Asked Questions

• Which Living Trust Should I use?

• Living Trusts Instructions (Adobe .pdf format) Print out and deliver to customer with final documents.

Unit 8: Name Change Products

• Issues in Name Change Forms and Procedure
• How to Prepare Name Change Forms using the DirectLaw Templates

Unit 9: Incorporations and Limited Liability Companies

• Incorporations and LCC's- Organization
• Incorporation and LLC Guide

• Agreements and Contracts

Unit 10: Consumer Documents

• Identity Theft Kit

• Other Consumer Related Documents

Unit 11: Real Estate

• Deeds

• Leases

• Real Estate Agreements

Unit 12: Civil Litigation

•    Small Claims Court

Unit 13: Immigration