what document can a paralegal do in florida without a lawyer

by Katrine Nienow 9 min read

In Florida, anyone who is not an attorney and who prepares documents for consumers, may not legally refer to himself as a “paralegal”; not even as an “independent paralegal”. I am not a paralegal Florida Paralegal Defined Only legal practitioners who work under the supervision of an attorney may use the term “paralegal”.

Full Answer

Can I become a Florida Registered Paralegal without a paralegal license?

No, to be registered as a Florida Registered Paralegal you must currently be working as a paralegal for a member of The Florida Bar and primarily performing paralegal duties. Can I get a refund of my application fee if my application is rejected?

What kind of paperwork does a paralegal write?

The paperwork can consist of contracts, pleadings, court motions, share holder agreements, and many other types of documents. A paralegal is involved in writing different legal agreements and forms.

Can a paralegal sign a document without the Attorney’s signature?

All of those duties are the sole responsibility of the lawyer. Another thing a paralegal cannot do is sign any type of legal document with the attorney’s signature. Even if the paralegal has the attorney’s permission to sign the document it’s still illegal for them to do so.

What counts as work experience for a Florida paralegal?

Only paralegal work experience under the supervision of a member of The Florida Bar counts toward the work experience requirement. If you were working for a member of The Florida Bar in the other state, you can count that paralegal work experience.

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What are paralegals allowed to do in Florida?

A paralegal may perform any task which is properly delegated and supervised by an attorney, as long as the attorney is ultimately responsible to the client, maintains a direct relationship with the client, and assumes professional responsibility for the work product.

Can paralegals give legal advice in Florida?

A paralegal cannot conduct any legal proceedings on behalf of a client.

What are four things that a paralegal Cannot do?

Paralegals are also not allowed to set the amount of a fee to be charged for legal services; represent clients in court; provide legal advice and opinions (although they can relay information given to them by their supervising attorneys); hold themselves out as attorneys; or make unsupervised legal judgments.

What is one thing a paralegal Cannot do?

Paralegals must avoid the unauthorized practice of law. Generally, paralegals may not represent clients in court, take depositions, or sign pleadings. Some federal and state administrative agencies, however, do permit nonlawyer practice.

Can anyone call themselves a paralegal?

In order to become a paralegal in California, those coming from out of state must meet the qualifications of California paralegals, unless they are working with their law firm on a temporary or loan basis.

Does Florida require paralegals to be certified?

You must be certified by National Association of Legal Assistants (NALA) or National Federation of Paralegal Associations (NFPA) and currently working as a paralegal to meet the certification qualifying criteria.

What types of tasks can legally be performed by paralegals?

What can paralegals do?Manage client communication.Review and organize client files.Conduct legal research.Prepare legal documents.Interview clients and witnesses.Assist at closings and trials.Help your practice save time and do more billable work.Increase law firm efficiency.More items...•

Who is responsible if a paralegal is unethical?

Appropriate supervision is key because a lawyer is ultimately responsible for all the actions of any paralegal under their employ.

What does Nala stand for paralegal?

The National Association of Legal AssistantsThe National Association of Legal Assistants (NALA) advocates for and encourages diversity, equity, and inclusion within the paralegal profession.

What kind of services a paralegal can provide?

Duties of a ParalegalCollecting the documents, like evidence or affidavits.Researching on the case, through online or on fieldwork.Writing research papers or reports for the law firm they work in.Draft pleadings for submission in courts.Prepare documents like Sale contracts, property transfer papers, or wills,More items...•

Can paralegals give legal advice in us?

A paralegal is allowed to do some legal tasks as long as an attorney is carefully supervising their work. However, paralegals are never authorized to give legal advice to clients, set fees, or accept cases. They must also clearly indicate to the other party that they are not an attorney.

Do paralegals have rights of audience?

As point #1, except that the paralegal attending court is employed by a third-party solicitors' clerk firm. Where the court uses its discretion to allow the paralegal to exercise a right of audience (e.g. allowing a McKenzie Friend to act as advocate)

Who investigates UPL in Florida?

Be aware that no matter how unfair you think it is, the Florida Bar is authorized by the Florida Supreme Court to investigate UPL. Learn the Florida Bar Rules and follow them.

Can you refer to yourself as a paralegal?

It would be simple and obvious to refer to ourselves as paralegals, unfortunately it is forbidden. It is not unusual for attorneys, judges, and consumers to refer to us (legal document preparers) as paralegals. It also happens that it is the judges and the attorneys who forbid us to use that title. In Florida, anyone who is not an attorney ...

Is Florida a paralegal state?

The Florida Bar Association “owns” the word “paralegal”; and they are very protective of it. I caution Florida legal document preparers to refrain from using the term "paralegal" or "Florida paralegal" in any of your advertisements. For your own protection, and to avoid harassment from the Florida Bar Association use a different term.

Can a paralegal be a legal assistant?

Only legal practitioners who work under the supervision of an attorney may use the term “paralegal”. I’m also not quite clear as to whether someone in the business of preparing legal documents is allowed to use the term “legal practitioner”; although I am sure that “ legal assistant” along with “paralegal” is disallowed.

Can a paralegal be an independent in Florida?

In Florida, anyone who is not an attorney and who prepares documents for consumers, may not legally refer to himself as a “paralegal”; not even as an “independent paralegal”. If playback doesn't begin shortly, try restarting your device.

Is a consumer complaint required for the Florida Bar Association?

“Legal document preparer” seems to pass muster. A consumer complaint is not required for the Florida Bar Association to initiate an investigation against you for the unli censed practice of law .

Do paralegals have to be supervised by an attorney?

Paralegals are supervised by an attorney, and legal document preparers are not required to be supervised by an attorney. Use robust disclaimers. The disclaimer and disclosure on www.faldp.org was adapted from California's required disclosure/ disclaimer for Legal Document Assistants.

What is a Florida registered paralegal?

A Florida Registered Paralegal (FRP) is a paralegal who has met the education, training, certification and work experience required for voluntary registration as set forth in Chapter 20 of the Rules Regulating the Florida Bar. The Florida Registered Paralegal Eligibility and Compliance Committee is charged with assisting in ...

How many hours of CE do you need to be a paralegal in Florida?

FRPs must complete a minimum of 33 hours of CE every three years to maintain their status. Of the 33 hours, five (5) hours must be in ethics or professionalism and three (3) hours in technology.

What is the Florida Registered Paralegal Enrichment Committee?

The Florida Registered Paralegal Enrichment Committee is charged with developing education programming, creating networking and social events to foster camaraderie among FRPs, and raising awareness of the FRP program and the benefits of FRP membership. Email staff liaison Francisco Digon-Greer with questions or call 850-561-5793.

How many hours of continuing education do you need to become a paralegal in Florida?

The criteria for becoming a Florida Registered Paralegal are above and beyond what is required to do paralegal work in Florida. FRPs must also take 33 hours of continuing education every three years to maintain their status. These distinctions help set FRPs apart from their peers.

What happens if you don't have an inventory attorney?

Second, if there is no inventory attorney, you can provide an attestation from someone else in the firm with knowledge of your employment.

Can I become a paralegal in Florida?

No, you may not register as a Florida Registered Paralegal. In addition, you may not use the title paralegal in providing services directly to the public . Doing so constitutes the unlicensed practice of law. I am not currently working as a paralegal.

Do I need to be certified as a paralegal?

No. You must be certified by National Association of Legal Assistants (NALA) or National Federation of Paralegal Associations (NFPA) and currently working as a paralegal to meet the certification qualifying criteria. I have worked for my current supervising attorney for two years but I need four years to qualify.

What is a paralegal in Arizona?

By definition, under Arizona law, a paralegal is someone that is supervised by an attorney. Even in this capacity, a paralegal cannot represent someone in court, or a deposition, or give legal advice. Everything a paralegal does must be signed off on by the attorney...

Can you give legal advice?

You can be a document preparer who fills out the paperwork from the information your receive from the person. You cannot give legal advice because that is considered the unauthorized practice of law. I would keep looking for a job with a law firm.

What are the advantages of removing attorney supervision?

A direct advantage of removing attorney supervision, is that those that are for licensing and against mandated attorney supervision, is that it can open up the level of legal care available to lower class, lower income parties.

Do attorneys have to pass a bar exam?

The central belief behind this mandate is that attorneys are licensed, having passed a local bar exam, and are ultimately responsible for the strategy implemented that directs paralegals, and who must ultimately place their name on any work completed by a paralegal, thus giving them a level of ownership by oversight.

Can a paralegal practice outside of an attorney's supervision?

However, there are jurisdictions where paralegals have historically been allowed to practice outside of an attorney’s supervision, usually in the role of aiding in document preparation. Very few jurisdictions have gone on to license independent paralegals, with California being the main example in its licensing of Legal Document Assistants, ...

Can a paralegal work without an attorney?

Since paralegals are often unlicensed, and thus unregulated, they are usually defined in somewhat reductive terms, mainly in the means by which their actions in the legal industry are restrained and restricted.

What is a paralegal?

By definition a paralegal is supervised directly by an attorney.

What is a Florida legal document preparer?

In Florida, legal document preparers are lay practitioners who provide document preparation services directly to the public. There is no specific licensing or education requirement to become a Florida legal document preparer.

Do people learn legal survival skills?

Consumers face multiple hurdles when faced with a legal task. First, most people don't learn legal survival skills in school. In fact, many legal document preparers started their formal academic training only after graduating from the school of hard knocks.

What can a paralegal do?

Some of the different types of matters that a paralegal may be able to help with include estate planning, probate filings, powers of attorney, bankruptcy petitions, straightforward uncontested divorce forms.

What is an independent paralegal?

An independent paralegal, which may also be referred to as a freelance professional, is a non-attorney legal professional who provides different types of legal document services to patrons for a fee without being under the supervision of a licensed attorney.

Can a paralegal practice law?

Since the paralegal is not working directly under an attorney, there are some strict limitations as to what they are lawfully allowed to do. They cannot actually practice law but they can help individuals with less complicated matters that do not create the need for legal advice.

Can a paralegal be a legal matter?

In order for your need to qualify as something that can be handled by a paralegal, it needs to be a legal matter that you already know what you want and just need an experienced legal professional to help you locate the forms and fill them out properly.

Can a paralegal prepare pleadings?

A paralegal that is not being supervised cannot prepare pleadings when information that is not common knowledge must be provided.

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Florida Paralegal Defined

  • Only legal practitioners who work under the supervision of an attorney may use the term “paralegal”. I’m also not quite clear as to whether someone in the business of preparing legal documents is allowed to use the term “legal practitioner”; although I am sure that “legal assistant” along with “paralegal” is disallowed. The preferred term, accordin...
See more on faldp.org

The Rule of Law

  • Confucius said that if he were to rule the world, the first thing he would do is to rename everything. Words are important. We use words to think. Without words our cognitive processes fall short. The names of things are fundamental to our perceptions. Members of a powerful group naming and thereby defining members of a less powerful group has been a technique used thro…
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Nonlawyer Discrimination?

  • Many of the name labels for minorities are no longer acceptable. Everyday terminology has evolved to reflect women in the work force -- mail carrier not mailman; firefighter not fireman; police officer not policeman. Feminists and members of minority groups pushed for the changes in our language; choosing to name and define themselves rather than have others do it for them…
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Avoiding A UPL Investigation

  1. Be aware that no matter how unfair you think it is, the Florida Bar is authorized by the Florida Supreme Court to investigate UPL. Learn the Florida Bar Rules and follow them.
  2. Avoid obvious red flags. Do not refer to yourself as a paralegal or legal assistant. If a consumer asks you if you're a paralegal, explain that no, not exactly - in Florida we are not allowed to re...
  1. Be aware that no matter how unfair you think it is, the Florida Bar is authorized by the Florida Supreme Court to investigate UPL. Learn the Florida Bar Rules and follow them.
  2. Avoid obvious red flags. Do not refer to yourself as a paralegal or legal assistant. If a consumer asks you if you're a paralegal, explain that no, not exactly - in Florida we are not allowed to re...
  3. Use robust disclaimers. The disclaimer and disclosure on www.faldp.org  was adapted from California's required disclosure/ disclaimer for Legal Document Assistants. (Legal Document Assistant or LDA...
  4. Include the language on your ads and website - we are not attorneys and do not provide legal advice or representation.

The Paralegal Role in The Legal Profession

  • 1. What is a paralegal?
    1. A paralegal is a person, qualified by education, training or work experience who is employed or retained by a lawyer, law office, corporation, governmental agency or other entity and who performs specifically delegated substantive legal work for which a lawyer is responsible. (ABA H…
  • 2. How are paralegals regulated?
    1. Paralegals currently are not licensed as lawyers are, nor subject to any other regulatory scheme. California, however, requires a certain level of education of persons using the title “paralegal.”
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Paralegal Work Assignments

  • 5. What can paralegals do?
    1. Paralegals can be delegated any task normally performed by a lawyer, as long as the lawyer supervises the work, except those proscribed by law. See the ABA Model Guidelines for the Utilization of Paralegal Services (PDF). 2. For example, paralegals can review and organize clien…
  • 6. How would a paralegal improve my practice?
    1. Your costs would be reduced. 2. You would be able to lower your legal fees. 3. Your clients would also appreciate increased contact with your practice through your paralegal.
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Ethical Considerations

  • 9. What are my ethical responsibilities in employing a paralegal?
    1. Lawyers are ultimately responsible for the work product of paralegals. 2. Lawyers are responsible for the ethical conduct of the paralegals whom they employ. Any transgressions by the paralegals may subject the lawyer to professional discipline. See, Rule 5.3of the Model Rule…
  • 10. What are my paralegal’s ethical responsibilities?
    1. Paralegals are not directly subject to any rules of professional conduct promulgated by courts, legislatures, or government agencies. 2. Paralegals who are members of national and/or local paralegal associations are required to follow the ethical codes of those associations, such as th…
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Fees & Compensation Issues

  • 13. What fee should I charge for my paralegal’s work?
    1. Your paralegal’s substantive legal work (i.e., not clerical work) may be billed directly to the client just as an attorney’s work is billed, or considered in setting a flat fee just as an attorney’s work would be. 2. A profitable paralegal generates more revenue than it costs to maintain the paraleg…
  • 14. How do I compensate my paralegal?
    1. Attorneys may compensate paralegals based on the quantity and quality of their work and the value of that work to the law practice. See, Guideline 9 of the ABA ABA Model Guidelines for the Utilization of Paralegal Services (PDF). 2. Paralegals may be paid discretionary bonuses based o…
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Recruitment & Education

  • 16. How do I recruit and hire a well-qualified paralegal?
    1. Determine the appropriate functions and desired qualifications of a paralegal for your practice. 2. Contact paralegal education programs. An ABA-approved paralegal programhas met the stringent quality Guidelines established by the Standing Committee on Paralegals. 3. Contact na…
  • 17. What qualities should I look for in hiring a paralegal?
    1. You want a person with excellent organizational skills, who is detail minded and able to multi-task. 2. Good communication skills, both oral and written, are essential. 3. A paralegal with a genuine interest in law and empathy with clients’ problems will be a valuable member of the lega…
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