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17 Cards in this Set
- Front
- Back
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Legal assistants often work ______, but could also be _____ |
one-on-one with a single lawyer
handling real estate transactions for a number of lawyers |
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Possible roles of LA |
Arrange for searches •Review encumbrances •Arrange for surveyor to produce Real Property Report •Review Mortgagee’s instructions •Review Vendor’s lawyer’s trust letter |
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One of the first tasks of a legal assistant is to become |
familiar with the systems and methods that their law firm (and lawyer!) employs |
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Each firm has its own accounting system
•Examples: ➢ |
PCLaw ➢Legal Vision ➢Elite |
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_______ may be in charge of disbursements and trust funds, or ____ may be assigned that responsibility directly |
The accounting department the legal assistant |
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Neither the lawyer nor the legal assistant can |
divulge to anyone the nature of the business being undertaken by a client except as is reasonably necessary to conduct that business |
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Confidentiality
•Statement of Principle: ➢“ |
A lawyer has a duty to keep confidential information concerning a client’s business, interests and affairs acquired in the course of the professional relationship.” |
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A lawyer must take reasonable steps to ensure |
the maintenance of confidentiality of all persons engaged or employed by the lawyer.” |
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The rules that apply to lawyers also _____
•It would be improper for a legal assistant to discuss the |
apply to legal assistants
nature of any real estate transaction outside the four corners of that transaction
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You can talk to your family and friends about how your day went, but you cannot _____.
•This INCLUDES the |
give specifics as to particular matters
identity of the client and the nature of the transaction |
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Responsibility the firm to the client |
The lawyer has a duty to provide informed, independent, and competent advice and to obtain and implement the client’s property instructions |
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The lawyer has a duty to follow all of the client’s instructions within
•The lawyer’s judgment and fidelity to the client’s interest must be free from |
the constraints of the law and professional ethics
compromising influences |
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The lawyer and the law firm (including all legal assistants) owe the client a duty of utmost good faith |
– they must provide the best service possible and must keep the client’s interests foremost |
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Conflict of interest |
Lawyers cannot represent opposing parties in a dispute and must not act for more than one party in a potential conflict situation |
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If they will be acting for both, ____ and it must be ____. •_____ must be signed. |
all parties must consent in the best interest of the parties to do so
A Conflict of Interest letter |
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Although you act in your client’s best interest, it would be unethical to ______, even if it benefits your client. |
take advantage of an error made by another lawyer or legal assistant |
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Treat All Parties with |
Courtesy and Respect |
