Zachary Westmoreland is a North Carolina State Bar Certified Paralegal working in the Real Estate Finance Practice Group at Winstead PC, a Dallas-based law firm with national practices serving clients across the country. Zachary works at the Charlotte office, where he supports a team that primarily serves as lenders’ counsel on transactions ranging from eight to nine figures.
The Charlotte office is a small team of roughly twenty people, including attorneys and support staff. Zachary works on-site most days, and most of his day is devoted to due diligence. Zachary provides transactional support in different ways. He reviews contracts, purchase agreements, leases, and corporate governance documents; drafts and abstracts and lengthy loan documents; assists with title and survey review; and helps prepare ancillary loan documents that move a deal from diligence to closing.
In an era defined by relentless digital evolution, law firms are entrusted not only with safeguarding justice but also with safeguarding data. From confidential client files to privileged communications and sensitive financial records, legal practitioners hold a treasure trove of information that cybercriminals are increasingly targeting.
The consequences of a breach can be severe — legal, financial, reputational. That’s why cybersecurity and data privacy are no longer IT issues; they are critical governance concerns at the heart of legal practice.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2026-01-07 13:37:542026-01-07 13:37:54Protecting the Digital Fortress: Data Privacy and Cybersecurity in Today’s Law Firm
In my experience working with estate planning, estate administration, and real estate attorneys, I have found that the discussion and use of Lady Bird Deeds, also known as Enhanced Life Estate Deeds, often divides practitioners in North Carolina. Some attorneys use them regularly and view them as effective tools for estate or Medicaid planning, while others avoid them due to differing interpretations of North Carolina law, case precedent, or the absence of direct authority in certain opinions. I have worked with attorneys who would only prepare such deeds in states where they were expressly codified by statute, which does not include North Carolina. I subsequently worked for an attorney who saw no issues with the use of Lady Bird Deeds in North Carolina and had me prepare several, citing supporting case law as discussed in this post. Given these contrasting perspectives, I believe this is a valuable topic to explore.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-12-08 10:22:132025-12-08 10:33:11Enhanced Life Estate “Lady Bird” Deeds in North Carolina: Historical Roots and Defining Their Legal Validity
The holidays are about more than finding the perfect gift or recipe, hanging decorations, or counting down the days until time off. They are about connection, gratitude, and community — and for that, we celebrate each of you.
As a Division family, we are here to support one another, to celebrate our successes, to be there for each other during our sorrows, and to make a meaningful difference in the greater legal community.
Every paralegal learns about confidentiality, avoiding conflicts of interest, and never giving legal advice. These are the non-negotiables that keep our legal system fair and our clients protected. But beyond these, each of us brings something extra to the table—our own sense of right and wrong, the values we learned growing up, and the way we instinctively strive to do good. In my case, I grew up in a catholic family where we had to be the best version of ourselves every day, not only for ourselves, but for the community.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-10-20 13:05:472026-01-30 10:20:04The Moral Compass: Guiding Your Paralegal Journey
Yolanda Smith is a paralegal extraordinaire. Her paralegal career spans more than 25 years across law firms, state government, a university and Fortune 500 corporate legal departments. In 1997, she began her paralegal career by working for a solo practitioner. While those early years shaped the thoughtful, capable professional she is today, they came with long hours, steep learning curves and the need to wear multiple hats.
From Private Practice to In-House Roles
Smith worked more than a decade in private practice as a litigation paralegal before transitioning to the public sector, where she worked in the legal department at North Carolina State University and later at the NC Department of Justice. She eventually moved into in-house corporate legal roles at Advance Auto Parts and Builders FirstSource (BFS), two Fortune 500 companies, managing everything from labor and employment issues to construction claims.
“Working in law firms helped me develop my skills,” she says, “but working in-house taught me how to advocate for what I need to do my job well.”
Comparing Legal Worlds: Firms vs. Corporations vs. Government
Having worked in many legal environments, including a solo firm, law offices, government agencies, and corporate legal departments, Smith shared her perspective on what each setting offers in lessons and takeaways:
Law firms offered camaraderie and support for bar activities but often required long hours, personal sacrifices, and billable hours targets.
Government roles brought stability but often lacked resources. “We didn’t get a color copier at the Department of Justice for three years,” she recalls with a laugh.
Corporate departments vary. Some are well-funded and structured, while others are surprisingly lean and frugal.
Yolanda enjoys skydiving with her family and friends at Cadence Sky Sports.
Workload andWellness:Lessons Learned
No matter the setting, the demands of the work carried a constant weight: the pressure to perform, which eventually caught up with her. She had an anxiety attack that she mistook for a heart attack. This moment was a wake-up call that forced her to reevaluate how she worked and to prioritize her well-being alongside her professional commitments.
Her advice to others? “Communicate. If your workload is unmanageable, don’t wait until it affects your health.”
“I didn’t speak up. I never told my boss how burned out I was,” she admits. “If I had, he probably would have helped me reprioritize. I just didn’t give him the chance.”
Yolanda and her son, Ben, delight in creating new memories together.
The Value of Saying No
One of the most profound lessons Smith learned along the way was how to say no and mean it. After years of overcommitting, she finally embraced prioritization.
“In the past, I would juggle to avoid disappointing anyone. Now, I say, ‘I’d love to help, but here’s what I already have on my plate. What can be reassigned?”
She encourages newer paralegals to do the same:
“If you’re overwhelmed, don’t just internalize it. Lay it out. Share your bandwidth. Ask your supervisor to help you reprioritize.”
What Matters Most Now
When asked what she values most in a role, Smith doesn’t hesitate:
Interesting work that keeps her mentally engaged
A financially stable company
Personal time that is respected
“It took me a long time to learn this,” she says. “But once I did, I stopped trying to be everything to everyone. I focus on what matters, and I advocate for myself.”
Yolanda loves traveling to new places, especially if sand and water are involved. This picture was taken on a recent trip to Key West, Fla.
Longevity and Leadership
Learning to set those boundaries didn’t limit Smith’s career. It gave her the clarity to carve out a career that balances work, personal well-being, and professional influence. Her path reflects not only longevity but leadership. She currently serves on the NC State Bar’s Grievance Committee, having previously served on the NC State Bar Board of Paralegal Certification and the Appeals Subcommittee. Smith has also held various leadership positions within the Paralegal Division and the North Carolina Paralegal Association. In 2015, Smith received the Distinguished Paralegal award.
Life Beyond the Law
While Smith’s professional impact is impressive, she’s equally committed to the things that bring balance and joy outside of work. Smith is an avid reader who enjoys attending reader/author events, traveling, skydiving, and exploring local restaurants. Chinese dramas are her guilty pleasure, and she is learning Mandarin to watch them without subtitles. Smith has been “learning” to knit since 2007. Her current unfinished projects are a scarf and a baby blanket. The blanket’s intended recipient started fifth grade this year.
To New Paralegals: Stay Open, Stay Curious, Speak Up
Smith’s journey is proof that your first paralegal job doesn’t define your career. If you’re stuck, she advises: “Look around. One challenging job isn’t the whole profession. Keep learning, keep speaking up, and keep growing.”
Her career isn’t just about legal work. It’s about knowing your value, challenging the norms, and knowing when to say yes and when to say no.
Lakisha Chichester, ACP, NCCP, is a certified paralegal and real estate broker in Durham, NC. With over a decade of experience in legal and regulatory compliance, real estate, and corporate governance, she is passionate about staying at the forefront of legal and real estate trends. When not working, Lakisha enjoys reading, spending time outdoors, and making memories with her six grandchildren.
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The Paralegal Division Blog is managed by the Division’s Communications Committee. Via the blog, the Communications Committee provides information written by attorneys, paralegals, and other experts designed specifically for paralegals in the areas of substantive law, ethics, technology, paralegal practice advice, and more. If you are interested in signing up to submit a blog post on a future date, you can do so here. When you are ready to submit a blog post, you can do so by using this form.
Work-life balance was the number one reason I began to think about the concept of being a freelance paralegal. At the time, I wasn’t even sure if it was a thing. After doing some research, I found a few people who had already started their businesses, and I was glad to know that, even though working as a freelance paralegal was a fairly new concept in the legal world, it existed!
We all have things in life that really make it hard to be physically present at an office between 8 a.m. and 5 p.m. Whether it’s caring for a terminally ill family member, having children or competitive hobbies that require attendance on some days of the week, there’s always something to interrupt the work day! I have personally experienced all three during my life, and even as children grow older, being a mom doesn’t get easier as the demand for your presence gets harder to juggle.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-09-23 09:13:412025-09-23 09:18:11Beyond the 9-to-5: Why Freelancing Could Be the Future of Work
Sarah Maha began her career path at Meredith College in the Legal Assistant Program in Raleigh. After completing the program, she gained invaluable experience at a small law firm in Sarasota, Florida, where she wore many hats. She handled wills, estates, probate, real estate, and more.
While her Florida firm gave her a strong foundation, Sarah returned to North Carolina to build on her legal career. In 1997, she joined the legal department at BASF, where she spent many years honing her expertise.
In 2013, Sarah joined Workplace Options, a company she has proudly called home ever since. On May 1, 2025, Workplace Options was purchased by TELUS Health, Inc., a transition that brought both new opportunities and challenges as the two companies merged.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-09-15 11:32:062025-09-15 11:32:06Paralegal Spotlight: Sarah Maha
Greetings, my fellow Paralegal Division members, and welcome to the 2025-2026 bar year! I have the privilege of serving as your Paralegal Division Chair and am excited for the year to come. I would like to take some time to discuss our theme for the year and highlight some of the benefits that come with your membership. It is also my honor to introduce you to this year’s Executive Officers, Council Members, and Committee Co-chairs.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-09-08 16:45:192025-09-08 17:00:31Elevating Excellence Through Education, Empowerment, and Service
From the Courthouse to the Client’s Corner: A Seamless Shift
After more than three decades of service in the Clerk of Court’s Office, Bernice Kendall was poised for retirement. But just one hour into her newfound freedom, a phone call changed everything. A local attorney reached out with an offer: join his law firm as a paralegal.
“I didn’t have a post-retirement plan, no real hobby, and he caught me before I got too comfortable,” Bernice says. She took the month of May to herself, but by June, she was back at it, this time on the private practice side of estate administration. That was eight years ago.
Tech-Savvy and Task-Oriented
Bernice’s extensive experience at the clerk’s office didn’t just prepare her for the transition; it gave her a distinct advantage. She understood what the court expected from estate filings because she had once been the one reviewing them. Working primarily in estate administration at Trusts and Estates Law Group (formerly Brady Cobin Law Group), Bernice’s knowledge and experience has been key in reducing rejections and streamlining processes.
She manages up to 60 open matters at a time. It may sound daunting, but with tools like Clio and Microsoft Teams, she handles the caseload with remarkable precision. She uses time-blocking techniques, including daily “focus time,” to prioritize tasks, keep filings on track, and ensure no detail is overlooked. I can be remote and still function exactly as I would in the office.”
Zachary Westmoreland is a North Carolina State Bar Certified Paralegal working in the Real Estate Finance Practice Group at Winstead PC, a Dallas-based law firm with national practices serving clients across the country. Zachary works at the Charlotte office, where he supports a team that primarily serves as lenders’ counsel on transactions ranging from eight to nine figures.
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