Real Estate Transaction Documents - The Paralegal's Guide
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Tue, Dec 01, 00:00 AM – 00:00 PM
Tue, Dec 01, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
or
Overview
From Initial Checklists to Closing Binders
Numerous documents need to be drafted, reviewed, organized, and recorded in real estate transactions - and much of that work falls on paralegals. This program will show you how to dot all your i's and cross all your t's when it comes to these documents. Know what to look for when combing through real estate contracts, learn how to read and write legal descriptions, review title and survey work, and much more. Ensure everything is in order for a smooth, problem-free closing - register today!
- Stay tidy - get practical insights on organizing real estate documents.
- Save time and avoid oversights by knowing exactly what to look for in different real estate contracts.
- Learn how to review title commitments, legal descriptions, and surveys for issues.
- Make sense of third-party reports, including appraisals and environmental site assessments.
- Hear how to prepare closing documents and tie up post-closing issues.
Abbreviated Agenda
- Closing Checklists and Document Management Insights
- Real Estate Financing Documentation
- How to Prepare Closing Documents and Binders
- Real Estate Contracts: What You Need to Know
- Reviewing Title Commitments and Land Surveys
- Reading and Writing Legal Descriptions and Deeds
- Examining Other Due Diligence Materials and Reports
- Ethics for Paralegals
Can't Attend Live?
Get the OnDemand instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Closing Checklists and Document Management Insights
- Closing Process and Timetable
- Closing Checklists (With Sample)
- Tracking the Case From Contract Through Closing
- Document Management Tips
-
Real Estate Financing Documentation
- The Commitment Letter
- Loan Agreement
- Promissory Note
- Security Agreement
- Mortgages/Deeds of Trust
- Guaranties and Other Documentation
-
How to Prepare Closing Documents and Binders
- Preparing Closing Packages for Residential Transactions
- Preparing Closing Packages for Commercial Transactions
- Recording Deeds and Mortgages
-
Real Estate Contracts: What You Need to Know
- Letter of Intent
- Purchase and Sale Agreement
- Escrow and Earnest Money Agreement
- Land Contracts and Lease Options
- Lease Agreement and Lease Abstract
- Easement Agreements
-
Reviewing Title Commitments and Land Surveys
- Title Searches and Reports
- The Title Commitment and Exception Documents
- Land Survey Review
- Title and Survey Objection Letters
- Curing Title Defects: Drafting Corrective Deeds, Affidavits, and More
-
Reading and Writing Legal Descriptions and Deeds
-
Examining Other Due Diligence Materials and Reports
- Seller's Disclosures
- Due Diligence Materials
- Appraisals
- Environmental Site Assessments
- Zoning Compliance
- Building/Engineering Reports
-
Ethics for Paralegals
- Avoiding UPL
- Preserving Confidentiality
- Communications
- Bookkeeping and Client Funds
Who Should Attend
This intermediate level course is designed to give attendees practical skills for drafting, reviewing, and recording real estate documents. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Richard J. Fox
is an attorney with the Law Office of Richard J. Fox PLLC, where his practice focuses on commercial and residential real estate. As legal counsel, he represents buyers, sellers, and lenders in residential and commercial real estate transactions, including title searches and closing. As a title insurance agent, Mr. Fox reviews title opinions and issues title insurance policies. He is admitted to practice in Vermont and Massachusetts, and before the U.S. District Court for the District of Massachusetts. Mr. Fox is a member of the Vermont, Massachusetts, and Chittenden County bar associations; and is an agent for Vermont Attorneys Title Corporation. He earned his B.A. degree from Rutgers College and his J.D. degree from The George Washington University Law School.
Speaker bio
Daniel B. Markind
is a shareholder at Flaster Greenberg PC. He has more than 40 years of experience as an airport, real estate, energy, and corporate transactional attorney. During that time, he has represented some of the largest companies in the United States in sophisticated purchase, sale, financing, leasing, zoning and land use, workout and development matters. He also has helped form numerous start-up and smaller entities and has assisted in their growth. Mr. Markind is the former chair of the Current Issues in Title Insurance subcommittee of the American Bar Association. He was named to the ESG Committee (Environmental, Social and Governance) of the Real Estate Section of the New York State Bar Association. He is assisting private companies and public agencies in developing their ESG Guidelines and regularly provides updates on recent events impacting the development of these guidelines. He is also the former general counsel of the Philadelphia International Airport. Currently, he serves as outside general counsel and outside specialty counsel to numerous airports both in the Northeast and across the nation. Additionally, he represents companies that are involved in aviation-related activities. Mr. Markind is heavily involved in the rebuilding of our nation's aviation infrastructure. He is working both with state and federal agencies to develop procedures in different states to allow infrastructure redevelopment using a mixture of private, local, state and federal funding. Mr. Markind is recognized as one of the nation's foremost authorities on the relationship of aviation law to energy law. He earned his B.S degree cum laude from University of Pennsylvania and his J.D degree from University of Pennsylvania Law School.
Speaker bio
Michael S. Greene
is the principal partner of Development Law Group. He concentrates his practice in the areas of real estate development and finance, real estate acquisition, sale and leasing, construction law, construction contracting and claims resolution, indoor environmental and disaster preparation and recovery, ADA and Accessibility Code, Fair Housing Act hospitality law, land use and zoning law, healthcare facilities (including nursing homes and senior living projects), trademark and copyrights for owners, design professionals and manufacturers, and alcoholic beverage licensing. Mr. Greene represents developers, institutional and entrepreneurial building owners, purchasers, sellers, landlords and tenants, contractors, mold assessors and remediators. He earned his Bachelor of Building Construction degree from University of Florida and his J.D. degree from University of Florida Frederic G. Levin College of Law. Mr. Greene was an advisory board member for the University of Florida's Bergstrom Center for Real Estate Studies 2008 -2023. He is admitted to practice in Florida.
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