Volume LII                                                                                                                                                                                                                                                                                                                                                                                                                         July 24, 2018
Bringing you complete, up-to-date Paralegal Division information since 2014.
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Ethics Tip - Ethics of Cloud Storage

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Paralegal Ethics Handbook - 2017 Edition

PD Merchandise - TAPS 2018 Items Available!

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Random Question Winner, Sponsors, and the Rules

Save the Date - TAPS 2018 - 9/26-28- Registration is Open
Sustaining Members

TAPS 2018 Scholarship

Texas Bar College

Texas Paralegal Journal - Summer 2018

Volunteer Spotlight

Webinar Presentations Wanted

- TAPS - September 26-28, 2018, Addison, TX - Registration is Open!


LinkedIn Discussion - PD

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The TPJ Summer 2018 Edition is available today!

The Summer Paralegal Division of the State Bar of Texas digital Texas Paralegal Journal (TPJ) is available!

This edition includes recognitions, awards, and certifications of our PD members, as well as updates about the upcoming Annual Meeting, TAPS, and more!

Please take the time to review the digital TPJ!

Summer 2018 Texas Paralegal Journal
TPJ Summer 2018


Take a look at prior TPJ editions HERE.
Order Your TAPS Merchandise Here

Click here for more information.  To register click here.

As a Paralegal Division member, you have access to the PD Job Bank!

Log in at txpd.org and check it out on the Members Only tab.

Paralegal Division CLE Calendar

The Paralegal Division website has a CLE calendar with events all over the State of Texas.

When looking for live events in your area, remember to visit our CLE calendar at https://txpd.org/calendar/calendar.asp.
Looking for affordable CLE?


Visit the PD On-Line CLE store for some of the most affordable
CLE around.


Obtain the CLE programs and many more!


Who is the Membership Committee Chair
for 2018-2019?

The Paralegal Ethics Handbook is a resource for all paralegals that addresses ethical
 considerations for 17 practice areas as well as considerations for in-house, corporate, freelance, administrative, governmental, and regulatory law paralegals.

How to Order and Save 10% - Order online at LegalSolutions.com, and at CHECKOUT enter Promotion Code 10ETHICS and the discount will be applied. Or order by phone at 1-800-344-5009. 10% discount applies to this book only; expires 06/30/2018.

This handbook:

  • Examines such topics as defining ethics, ethical obligations, and remaining ethical
  • Addresses ethical considerations for e-filing, e-discovery, and technology
  • Provides resources for state information and paralegal association ethics canons and related information
  • Contains rules and regulations for all 50 states and Washington, D.C.
  • Explains how to determine whether an action may be an ethical violation

CLE CEtoGo Podcasts and On Demand Programs
Presented by the Paralegal Division

Don’t have time to leave your desk for a CLE event? If you need CLE, the Paralegal Division offers Online CLE. The Online CLE catalog @ http://txpd.inreachce.com/ is a combination of past on-site CLE as well as webinars that have been presented by the Paralegal Division.

CLE topics are added monthly. View the catalog to see what may interest you. If you are a certified paralegal, this may just be the “go to” place to obtain your CLE. You may also download most of the CLE topics to a podcast so you can listen as you drive to work!

Go to the PD Online CLE tab to see a “New Year Bundle" that has been added to help you get ready for membership renewal. Purchase 3 items for 10% discount and 5 items for a 20% discount.


Have you seen an especially helpful CLE in your district?   If so, please let us know.  We are always looking for good presentations to present through webinar.

Please contact Shannon Shaw OnlineCLE@txpd.org to provide information about potential webinars.
Eligible paralegals can become members of the Texas Bar College. See here for details of member benefits and how to become a member.
Merianne Gaston has retired after 9 years with State Bar College.  Please contact Katherine Korrodi at Katherine.Korrodi@texasbar.com if you need assistance at State Bar College.
Mentors & Protégés
The Paralegal Division has an excellent mentorship program.  If you are new to the profession or an experienced paralegal venturing into a new field, our mentors would be happy to assist you in your transition.

Mentoring knows no bounds, including geography! Be paired up with someone in the State of Texas and communicate by phone, email or face-to-face. We are currently accepting new applications, if you wish to become a mentor or a protégé. Please see the following criteria:

Mentors - Voting, active members in good standing, with at least seven (7) years of paralegal experience, are qualified to serve as Mentors. Mentors must complete the requisite application acknowledging Mentor has read and agrees to follow the Mentor Program Guidelines.

Protégés - Protégés must be Division student members in good standing, or active or associate paralegal members of the Division in good standing, with two (2) years or less of paralegal experience. Protégés must complete the requisite application acknowledging Protégé has read and agrees to follow the Mentor Program Guidelines.

Please fill out the Mentor and/or Protégé request form under the members-only area of the Paralegal Division website  - www.txpd.org.

Once completed, submit them to Deb Pointer, Mentor Program Coordinator, MentorProgram@txpd.org. If you have recently submitted an application but have not been contacted by anyone, please forward it to Deb so it can get processed promptly.
Frequently Asked Questions

Visit the PD's website for more FAQS regarding membership, ethics, and other topics - www.txpd.org and click on "FAQ" tab.


Need to replace your membership card?  Please send $25.00 made payable to the Paralegal Division along with a letter requesting a new membership card to:

Rhonda Brashears
Paralegal Division Coordinator
P.O. Box 19163
Amarillo, TX 79114

The Paralegal Division
of the State Bar of Texas
P. O. Box 19163
Amarillo, TX 79114
Email:  pd@txpd.org
Phone:  (806) 443-2209

The Paralegal Division announces its 2018-2019 Board of Directors, Standing Committee Chairs, Special and Ad Hoc Committee Chairs.
You can learn more about these PD members on the PD website at https://txpd.org/contacts.asp

2018-2019 Board of Directors
Executive Committee:
Stephanie Sterling, TBLS-BCP - President
Megan Goor, TBLS-BCP - President-Elect
Javan Johnson, ACP, TBLS-BCP - Treasurer
Sherylyne Hollinger , RP, PHP- Secretary
Edna W. Garza, TBLS-BCP - Parliamentarian

District Directors:
Sherylyne Hollinger , RP, PHP - District 1 Director
Eugene Alcala - District 2 Director
Mary Wintermote - District 3 Director
Francesca Romans, ACP - District 4 Director
Susi Boss - District 5 Director
Sharla Fowler, CP - District 7 Director
Jennafer Persinger - District 10 Director
Sandra Seutter, CP - District 11 Director
Lisa Pittman - District 12 Director
Javan Johnson, ACP, TBLS-BCP - District 14 Director
Edna W. Garza, TBLS-BCP - District 15 Director
Rebecca Lopez - District 16 Director

2018-2019 Standing Committee Chairs
Jennifer Hutchinson, CP, TBLS-BCP - Continuing Legal Education
Kara O’Shaughnessy - Online CLE
Martha Ramirez, TBLS-BCP - Elections
Alice Lineberry, PLS, CP - Membership
Megan Goor, TBLS-BCP - Procedures Manual
Carli Collins - Professional Development
Ellen Lockwood, ACP, RP - Professional Ethics
Erica Anderson, ACP - Public Relations
Melanie Langford - Blog Coordinator
Megan Goor, TBLS-BCP - Publications

2018-2019 Special and Ad-Hoc Committee Chairs
Joncilee Davis, ACP - PD Ambassadors
Kimberly McDonald, TBLS-BCP - E-Group Policy
Brenda Colvin, TBLS-BCP and Gabriela Warner - E-Newsletter
Deb Pointer - Member Renewal Spot Audit
Deb Pointer - Mentor Program
Ellen Lockwood, ACP, RP - Ethics Handbook
Shanna Mello, ACP - Pro Bono
Mona Hart Tucker, ACP - TAPS 2018 Planning Committee
Javan Johnson, ACP, TBLS-BCP - TBLS Examination Helpful Hints Guide
Jena Parker, CP - State Bar College Membership Application Review
Susan Davis, TBLS-BCP - Sustaining Member/Vendor Liaison
Pamela M Etie, ACP - Website Development

Paralegal Division

2018-2019 Membership Renewals (Online Only) and CLE Requirements

The membership renewal process for all current 2017-2018 members of the Paralegal Division whose current membership expires on May 31, 2018 is entirely online.  Members will NOT receive a paper renewal form.  Online renewals were available as of May 1, 2018.  Visit www.txpd.org under the "Members Only" tab to complete your renewal application.  A late fee of $25.00 will apply to renewals submitted after July 1, 2018.


CLE Requirements for Active or Associate Members:

If you are a current 2017-2018 Active or Associate member (membership expiring on May 31, 2018), you are required to obtain at least 6 hours of CLE, 1 hour of which must be legal ethics (2 hours can be self-study) between June 1, 2017 and May 31, 2018 to renew your 2018-2019 membership. The Standing Rules of the Paralegal Division states that each Active and/or Associate member must obtain at least 6 CLE hours to renew membership for the following fiscal year (June 1 – May 31).  Substantive continuing legal education completed during any membership year in excess of the minimum six (6) hour requirement for such period may be applied to the following membership year’s requirement so long as the CLE was obtained in the membership year in which a person was an Active or Associate member. The carryover provision applies to one (1) year only and does not include legal ethics hours. (If you applied for membership after February 25, 2018 you DO NOT need to renew until May 31, 2019.)

Tracking your Required CLE:

Renewing Active and Associate members must document required CLE PRIOR TO completing the online membership renewal application.  You may enter your CLE by accessing the page found on the PD website at www.txpd.org (Go to the Members Only>Manage My CLE Records and log in). Go online and enter your CLE today!

Need Help tracking your CLE? View HERE for an easy way!

Qualifying CLE:

The Paralegal Division will accept substantive law CLE presented or approved by the MCLE Department of the State Bar of Texas, the Texas Board of Legal Specialization, the National Association of Legal Assistants, the National Federation of Paralegal Associations, and/or presented by the Paralegal Division, local bar associations, paralegal associations, or law firms for credit towards the Paralegal Division's mandatory membership renewal CLE requirement.

If the CLE course is not accredited by any of the above-referenced groups, the Division will accept a seminar, if it is a substantive law course offered by a qualified presenter that would qualify for approval if submitted to one of the above organizations. “Substantive Law Course” means an organized program of legal education dealing with: 1) substantive or procedural subjects of law; 2) legal skills and techniques; 3) legal ethics and/or legal professional responsibility; or 4) alternative dispute resolution. Additionally, law office management programs accredited by the State Bar of Texas will be accepted.

If the requested CLE hours are in connection with auditing or attending a substantive law class, the CLE hours allowed shall be limited to the number of semester hours (usually a three-hour course) rather than the number of clock hours attended.

For a complete detailed list of CLE Requirements, view Standing Rules HERE on page 10.

TAPS 2018 - SEPTEMBER 26-28, 2018
Registration Began June 1st

TAPS 2018 ... Click to Register Online!Today!

    I am very honored and excited to represent you as the 2018-2019 President of the Paralegal Division. There is a remarkable group of esteemed paralegals serving on the Executive Committee, as District Directors, and Committee Chairs this term. Please visit the PD website HERE and get to know your 2018-2019 association leadership. I feel privileged to be able to serve with each of them. We have some sensational plans and great ideas in store for the membership this year. Please be sure to read more in detail about those plans in my President’s Message in the Fall Texas Paralegal Journal (TPJ).

       You will notice that the Paralegal Pulse e-newsletter will be including some different features this term, such as a District Director of the Month, a Volunteer Spotlight and a Member Spotlight. The purpose of these new sections is so that you can get to know your incredible colleagues from around the state who make up this great profession of ours and are dedicated to continuing the advancement of the paralegal profession.

      We are a “Division with a Vision…Empowering Paralegals.” Please feel free to reach out to me anytime with suggestions for CLEs or other events, member benefits, as well as certification, career or volunteerism advice. You are important to me!

Thank you for being a PD member!!
Stephanie Sterling
~ Stephanie
Stephanie R. Sterling, TBLS-BCP
President 2018-2019
Paralegal Division
The Paralegal Division would not be the remarkable association it is today without each and every one of its volunteers (past and present). Every volunteer makes invaluable contributions and it is because of this that we would like to recognize outstanding volunteerism (Directors, Committee Chairs, District Committee Sub-Chairs and Committee Members).
Lisa Pittman
Lisa Pittman - District 12 Director
The July Director of the Month is Lisa Pittman – District 12 Director (Denton)
Lisa and her District 12 Sub-Chairs have already been hard at work over the last month scheduling a webinar, welcoming new members and communicating quickly and promptly with her members in District 12.
Congratulations, Lisa! Great job! Thank you for your commitment and dedication to the members of District 12 and the Paralegal Division.

You can learn more about Lisa HERE.
 VOLUNTEER SPOTLIGHT: “Your PD Members Caught in Action Volunteering”

Please meet Marnee Bolen, TBLS-BCP (District 4 – Austin)
Marnee Bolen
Marnee Bolen, Volunteer of the Month

Marnee was part of the Annual Meeting 2018 planning committee helping to plan a great Annual Meeting for the membership just recently. She has also volunteered as a Publications Committee member for District 4 and is currently serving as one of the Online CLE Committee Sub-Chairs for District 4.

Thank you to Marnee for her dedication and commitment to the Paralegal Division and the paralegal profession!

Marnee has shared a little about herself below:

“I have been working in the legal profession since 2005. I landed in the legal profession by happenchance and finally found my calling. As a child of divorced parents and a divorcee myself, I feel I bring a unique perspective in working with my clients. I see people at one of the worst times in their life and help them through the darkness.

I have been a member of the Paralegal Division of the State Bar of Texas since 2015 and board certified in Family Law since 2017. I am honored to work with such an amazing firm and feel so blessed to be able to love what I do. I have an amazing, soon-to-be, 16-year old daughter and enjoy spending time with her and attending her various activities. In my spare time, I enjoy traveling, reading and relaxing by the pool.

Quote: Life’s too short not to love what you do!”
Thank you Marnee for your support of the Paralegal Division!

       The Paralegal Division owes a great debt of gratitude to the following sustaining members of the month:
Haag Engineering

Sandoval + Associates
CTL, Inc



Thank you for
your support of the Paralegal Division!

               For more information about the sustaining members of the month, please visit our

        webpage at http://txpd.org/vendors.asp.
                                  If you would like to be a sustaining member or have a recommendation, please contact Susan Davis at vendors@txpd.org.
  MEMBER SPOTLIGHT: “Meet your fellow PD Members From Around the State.”

Each member is important to the Paralegal Division and our members make this an excellent association as well as provide invaluable contributions to the paralegal profession. It is in this spirit that we would like feature a fellow PD member to allow you to get to know your colleagues from around the state.
This month we would like to introduce you to PD member: 

Kristina “Kris” Kennedy, ACP, TBLS-BCP (District 4 – Austin)
Kris Kennedy
Kris Kennedy

Kristina “Kris” Kennedy began her paralegal career in 1994. She has a Bachelor of Arts and a Bachelor of Journalism from the University of Texas at Austin. She is Board Certified in both Family Law and Civil Trial Law by the Texas Board of Legal Specialization. Additionally, she is designated as an Advanced Certified Paralegal through NALA, The Paralegal Association, in both Family Law and Discovery.
Kris is an active member of the Paralegal Division of the State Bar of Texas and the Capital Area Paralegal Association (CAPA). She served as the Paralegal Division Director of District 4 for the 2012-2014 term. She was named Paralegal of the Year by CAPA in 2011 and is serving as the CAPA President for the 2018-2019 term.
She has been active in CASA (Court Appointed Special Advocates) for over 15 years, and she enjoys traveling to Central America with Austin Smiles as a volunteer photographer on their medical mission trips.
Congratulations, Linda!
Congratulations, Linda! You are the July Random Question Winner!

June Random Question Sponsor

Express Records

Find the random question in this month's newsletter; and send an email with the subject line "Random Question" and the correct answer to e-newsletter@txpd.org no later than midnight, August 10, 2018. The names of all members who respond with the correct answer (by the deadline) will be placed in a random drawing, and the winner will receive a $25 gift card from the sponsoring sustaining member. The winner will receive notification of the award and the prize, and his/her name will be announced in the next volume of The Pulse. Winning participants are ineligible to win again for the next 2 consecutive months.
Ethics of Utilizing Cloud Storage
Submitted by Ellen Lockwood, ACP, RP

While cloud storage providers do offer many protections for documents, including encryption and restricted access, one of the primary areas of concern is when documents are downloaded, particularly onto mobile devices. Mobile devices, including laptops, are often not secured very well and are frequently lost or stolen. Users may also forward downloaded documents from their mobile devices to others, whether intentionally or accidentally. Most cloud storage systems have no method for tracking this kind of activity.

If a firm chooses to store documents in cloud, the firm will continue to have the responsibility of ensuring that they have taken reasonable steps and precautions to protect that information from unauthorized access. This includes researching all security features of cloud storage providers and determining what additional precautions, if any, must be taken, and how those precautions will be handled and enforced.
Deadline EXTENDED - AUG. 3rd



New 2017 ed.
Share your talents with your colleagues!
Each month, in our DID YOU KNOW... section, we strive to bring you useful tips and tricks contributed by paralegals like you, specifically for fellow paralegals.

The best tips and tricks are learned by practicing paralegalism. Please share your wealth of knowledge...send your comments, suggestions, and advice to us at e-newsletter@txpd.org, and you too can be featured in the Paralegal Pulse!

Thank you for your participation!

 Did you know that ...
You can check to see whether an individual is on active military duty, go to this web site https://scra.dmdc.osd.mil/scra/#/home and click on the “Single Record Request” tab.  Note:  You need either a SSN or DOB to do the search. [submitted by Montye Holmes, Houston, TX]

Attorneys can register to view and print/download free unofficial PDF copies from the Harris County District Clerk’s office. Registration link is https://www.hcdistrictclerk.com/eDocs/Secure/Registration.aspx. [submitted by Montye Holmes, Houston, TX]

Every year the Texas Comptroller's office compiles a report listing the fees charged by sheriffs' and constables' offices in the state of Texas.  Now information will be easier to understand using the newly launched Sheriff's and Constables' Fees Data Visualization Tool . This tool allows you to explore the various fees, compare fees between counties and view fee trends over time.  To help you get started, view the tutorials  If you have any questions about the tool or the fees listing, contact the Comptroller’s office via email or at 800-531-5441, ext. 6-8530, or 512-463-4679. [submitted by Joni Bures, Austin, TX]
If you have any suggestions or questions, feel free to email us anytime. We hope to hear from you soon! Our email address is e-newsletter@txpd.org.

Best regards,

Brenda Colvin, TBLS-BCP
Gabriela Warner
Co-Chairs, PD E-Newsletter Ad Hoc Committee
Paralegal Division of the State Bar of Texas
Email: e-newsletter@txpd.org

Paralegal Division Blog

Paralegal Pulse Archive