ETMD EP Paralegals study materials
ETMD EP Paralegals study resources

ETMD EP Paralegals study plan

ETMD EP Paralegals · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Ethics, Professional Responsibility, and Unauthorized Practice of Law & Legal Document Preparation, Drafting, and Filing

  • Define unauthorized practice of law (UPL) and distinguish it from permissible paralegal tasks under the ETMD EP framework.

  • List at least five duties of confidentiality and conflicts of interest, and explain how each applies to a paralegal's daily work.

  • Identify the components of a properly formatted legal document (caption, title, body, signature block, certificate of service) by drafting a sample pleading.

  • Apply ethical rules to three hypothetical scenarios involving client communication, document preparation, and supervision.

  • Create a checklist for ethical document review before filing.

Your checkpoint

Draft a one-page ethics quick-reference sheet and a sample civil complaint with correct formatting, then self-assess against a provided rubric.

Week 2

Ethics, Professional Responsibility, and Unauthorized Practice of Law & Client Communication, Interviewing, and Office Administration

  • Explain the paralegal's role in client interviews, including how to gather facts without giving legal advice.

  • Demonstrate active listening and questioning techniques by conducting a mock client interview and documenting key facts.

  • Outline office administration procedures for file management, calendaring, and client communication logs.

  • Analyze a case study where a paralegal must balance client confidentiality with a supervisor's request for information.

  • Draft a client engagement letter and a follow-up email that avoid legal advice while providing status updates.

Your checkpoint

Record a 10-minute mock client interview and submit a fact memo plus a client communication log for evaluation.

Week 3

Civil Litigation and Pre-Trial Procedure & Legal Terminology, Court Structure, and Jurisdiction

  • Map the civil litigation process from complaint to trial, identifying key deadlines and documents at each stage.

  • Draft a summons, complaint, and answer using proper court formatting and jurisdictional statements.

  • Differentiate between subject matter and personal jurisdiction, and apply the concepts to three fact patterns.

  • Explain the structure of federal and state courts, including the roles of trial and appellate courts.

  • Prepare a discovery plan for a hypothetical case, listing interrogatories and document requests.

Your checkpoint

Assemble a complete pre-trial document packet (complaint, answer, discovery requests) for a simulated case, with a cover memo explaining jurisdictional basis.

Week 4

Civil Litigation and Pre-Trial Procedure & Legal Research, Citation, and Writing

  • Cite at least ten legal authorities correctly using Bluebook or local citation rules.

  • Draft a motion with a supporting brief that includes proper citations and a persuasive argument.

  • Use online legal research databases to locate statutes and case law on a given issue, and summarize findings.

  • Create a timeline of pre-trial motions and explain the purpose of each.

  • Proofread and edit a sample legal memorandum for clarity, citation accuracy, and formatting.

Your checkpoint

Submit a 3–5 page motion and brief with correct citations, plus a research log showing sources consulted.

Week 5

Criminal Law and Procedure & Contracts and Business Organizations

  • Outline the stages of criminal procedure from arrest to appeal, including constitutional rights at each stage.

  • Draft a sample indictment and a motion to suppress, identifying key legal standards.

  • Explain the elements of contract formation (offer, acceptance, consideration) and identify defenses to enforceability.

  • Compare business entities (sole proprietorship, partnership, LLC, corporation) and their liability and tax implications.

  • Draft a simple contract and a demand letter for breach, incorporating appropriate legal language.

Your checkpoint

Create a side-by-side comparison chart of criminal vs. civil procedure and a contract draft with a breach analysis memo.

Week 6

Torts, Real Property, and Estates & Family Law and Domestic Relations

  • Identify the elements of negligence, intentional torts, and strict liability, and apply them to fact patterns.

  • Explain real property concepts such as easements, deeds, and landlord-tenant law, and draft a simple deed.

  • Summarize the intestacy rules and the components of a valid will, and draft a basic will.

  • Outline the grounds for divorce and the process of property division and child custody in family law.

  • Draft a parenting plan and a property settlement agreement outline.

Your checkpoint

Prepare a torts case brief, a sample deed, and a family law document (parenting plan or settlement outline) for review.

Week 7

Legal Research, Citation, and Writing & Legal Document Preparation, Drafting, and Filing

  • Revise and finalize a legal memorandum incorporating feedback on citation, analysis, and structure.

  • Prepare a set of documents for filing, including a notice of filing and certificate of service, following court rules.

  • Use e-filing protocols and checklists to ensure compliance with local rules.

  • Draft a client letter explaining a legal document in plain language.

  • Create a document assembly checklist for common pleadings.

Your checkpoint

Submit a finalized legal memorandum and a complete filing packet with all required certificates and a client cover letter.

Week 8

Ethics, Professional Responsibility, and Unauthorized Practice of Law & Client Communication, Interviewing, and Office Administration & Civil Litigation and Pre-Trial Procedure & Criminal Law and Procedure & Contracts and Business Organizations & Torts, Real Property, and Estates & Family Law and Domestic Relations

  • Complete a comprehensive practice exam covering all domains, scoring at least 80% overall.

  • Review incorrect answers and create flashcards for weak areas.

  • Simulate a timed essay or document drafting exercise under exam conditions.

  • Revisit ethics and client communication scenarios to reinforce best practices.

  • Develop a personal exam-day strategy, including time management and stress reduction techniques.

Your checkpoint

Achieve a passing score on a full-length practice test and submit a reflection log identifying three strengths and three areas for further review.

Milestones

Week 4: Complete a mid-point assessment: score at least 75% on a quiz covering ethics, civil litigation, and legal research, and receive feedback on the motion and brief.

Week 8: Pass a comprehensive final practice exam with a score of 80% or higher, and submit all deliverables for portfolio review.