Real Estate & Land Use

Paralegals' Checklist Guide to Real Estate Transactions

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
OnDemand
2 hours 58 minutes
Aimee LaTourette
Mary Giles
Paul Lanni
With Aimee D. LaTourette from Schulten Ward Turner & Weiss, LLP + 2 others
Recorded December 04, 2025.
Product ID 101338

Buy This Course

Course Includes
$219

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Eliminate the Stress of Uncertainty

Real estate transactions are complex, time-sensitive, and often filled with nuanced details that can make or break a deal. Having the right tools at your fingertips is crucial to ensuring everything runs smoothly, efficiently, and without costly mistakes. This practical paralegal guide will equip you with checklists for every stage of a real estate transaction - from drafting and reviewing contracts to navigating title issues, managing closings, and handling post-closing responsibilities. Prevent delays and post-closing surprises by ensuring all tasks are completed without missing a detail - register today!

  • Get master checklists for different types of transactions, from purchases to development.
  • Quickly home in on issues in purchase and sale contracts, loan documents, and leases.
  • Ensure that title is clear and ready for transfer with the help of handy checklists.
  • Keep track of all tasks that need to be completed before, during, and after closing day.

Abbreviated Agenda

  1. Master Checklists for Different Transactions
  2. Real Estate Contract Review Checklists
  3. Title and Survey Review Checklists
  4. Closing Checklists and Post-Closing To-Dos

Related Topics

Product ID 101338

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 3 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 3 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 3 Total Credits

Earn Until

OnDemand - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 3 Total Credits

Earn Until

OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 3 Total Credits

Earn Until

OnDemand - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 3 Total Credits

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Ohio Certified Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 3 Total Credits

Earn Until

OnDemand - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Video Download - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 3 Total Credits
  • 3 Real Estate Law

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: 3 - Real Estate Law

Video Download - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: 3 - Real Estate Law

Washington Paralegal Association Approved · 3 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Master Checklists for Different Transactions

    1. Sale and Purchase Transactions: Buyer vs. Seller
    2. Leasing Transactions
    3. Financing and Refinancing Transactions
    4. Short Sales and Foreclosures
    5. Development and Zoning

  2. Real Estate Contract Review Checklists

    1. Purchase and Sale Agreements
    2. Loan Documents
    3. Lease Agreement

  3. Title and Survey Review Checklists

    1. Title Search and Examination Checklist
    2. Title Commitment Review Checklist
    3. Survey Review Checklist
    4. Resolving Title and Survey Issues

  4. Closing Checklists and Post-Closing To-Dos

    1. Pre-Closing Checklist
    2. Closing Day Checklist
    3. Post-Closing and Follow-Up Checklists

Who Should Attend

This intermediate level course is designed to help participants stay organized, on task, and reduce errors in real estate transactions. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Aimee D LaTourette
Aimee D.
LaTourette
Schulten Ward Turner & Weiss, LLP
Mary W Giles
Mary W.
Giles
Sandberg Phoenix & von Gontard P.C.
Paul A Lanni
Paul A.
Lanni
Blodnick Fazio & Clark
Speaker bio
Aimee D LaTourette

Aimee D. LaTourette

Schulten Ward Turner & Weiss, LLP
Aimee LaTourette

is a partner at Schulten Ward Turner & Weiss, LLP. She is an accomplished commercial real estate and business attorney with an extensive background in matters involving the acquisition, disposition, leasing, financing, and development of real property. Ms. LaTourette represents buyers, sellers, lenders, landlords and tenants in all aspects of such transactions. She has also earned a reputation for producing exceptional results in complex title research, title examination, and title insurance matters. Ms. LaTourette also acts as a Georgia-licensed agent for national title insurance companies and a third-party escrow agent often advising on and facilitating deals involving multiple parties-in-interest and millions of dollars in investment capital. In addition to her real estate work, She represents clients in sophisticated business matters including entity formation, restructuring, mergers and acquisitions, corporate governance, and wind-up matters. Ms. LaTourette is an active member of the State Bar of Georgia and Atlanta Bar Association. She earned her B.B.A. degree from Kaplan University and her J.D. degree, summa cum laude, from Atlanta's John Marshall University Law School.

View full profile
Speaker bio
Mary W Giles

Mary W. Giles

Sandberg Phoenix & von Gontard P.C.
Mary Giles

is of counsel at Sandberg Phoenix & von Gontard P.C. She focuses her practice on real estate, title resolution, creditors' rights, business and employment related matters. With more than a decade and a half of title insurance and resolution experience, Ms. Giles is well-versed in handling all aspects and stages of the litigation of real property disputes. She routinely represents property owners, lenders and their insurers when faced with adverse claims that might affect title to their real property. Ms. Giles has experience litigating disputes concerning easements, property boundary lines, lien subrogation, lien priority and clouds on title. This experience includes litigating on behalf of the insurer when there is a dispute regarding coverage or breach of contract claims. In addition, Ms. Giles has litigated contested foreclosures and evictions for both lenders and post-foreclosure purchasers. She also represents business owners and assists them with everything from the start-up of their company to the preparation of operating agreements and employment manuals to resolving legal issues with their employees. In addition, Ms. Giles has assisted clients with drafting, reviewing, and revising franchise documentation, including federal disclosure documents and franchise agreements. She earned her B.A. degree from University of Missouri-Columbia and her J.D. degree from University of Dayton School of Law.

View full profile
Speaker bio
Paul A Lanni

Paul A. Lanni

Blodnick Fazio & Clark
Paul Lanni

is a general practice attorney and senior associate with the law firm of Blodnick Fazio & Clark. His practice areas include commercial litigation, general litigation, real estate and complex real estate workouts, mortgage modifications, landlord/tenant law, foreclosures, estate planning and litigation, matrimonial and family law, corporate law and business planning, personal injury, bankruptcy, and vehicle and traffic law. Mr. Lanni has been a CLE lecturer for the National Business Institute for various programs concerning issues on landlord/tenant, foreclosure, real estate purchase agreements and title issues, and civil litigation. He was admitted to the bar of the State of New York in 1997. Mr. Lanni has also been admitted to practice before the U.S. District Court for the Eastern and Southern districts of New York, as well as before the U.S. Federal Court of Claims. He earned his B.A. degree from SUNY at Stony Brook, his paralegal certificate from Adelphi University and his J.D. degree from Touro College, Jacob D. Fuchberg Law Center.

View full profile

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

Have more questions? Please Contact Us