Real Estate & Land Use

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Real Estate Transaction Documents - The Paralegal's Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Live Online
6 hours
Richard Fox
Daniel Markind
Michael Greene
With Richard J. Fox from Law Office of Richard J. Fox PLLC + 2 others

Tue, Dec 01, 00:00 AM – 00:00 PM

Product ID 102748

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

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

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

  1. Closing Checklists and Document Management Insights
  2. Real Estate Financing Documentation
  3. How to Prepare Closing Documents and Binders
  4. Real Estate Contracts: What You Need to Know
  5. Reviewing Title Commitments and Land Surveys
  6. Reading and Writing Legal Descriptions and Deeds
  7. Examining Other Due Diligence Materials and Reports
  8. 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.

Related Topics

Product ID 102748

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total

Credit Details by Jurisdiction

Live Webinar Registration

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits
  • 1 Ethics

Live - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 6 Total Credits
  • 1 Ethics

Live - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits
  • 1 Ethics

Live - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 6 Total Credits
  • 1 Ethics

Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 6 Total Credits
  • 1 Ethics

Live - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 4.5 substantive, 0.5 non-substantive and 1.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 6 Total Credits
  • 1 Ethics

Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of paralegal CLE credit, including 1.0 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 · 6 Total Credits
  • 1 Professional Responsibility

Live - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 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 · 6 Total Credits
  • 1 Ethics

Live - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general and 1.0 ethics (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits
  • 1 Ethics

Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits
  • 1 Ethics

Live - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 1.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits
  • 6 Real Estate Law
  • 1 Ethics

Live - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 CLE credit hours, including 1.0 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: 6 - Real Estate Law

Washington Paralegal Association Approved · 6 Total Credits

Live - Washington Paralegal Association - 6: Approved for 6.0 CLE credits by the Washington State Paralegal Association (WSPA).

OnDemand Video

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 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 - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 4.5 substantive, 0.5 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 4.5 substantive, 0.5 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 6: 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 6.0 hours, of which 1.0 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 · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits
  • 6 Real Estate Law
  • 1 Ethics

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 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: 6 - Real Estate Law

Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 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: 6 - Real Estate Law

Washington Paralegal Association Approved · 6 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Closing Checklists and Document Management Insights

    1. Closing Process and Timetable
    2. Closing Checklists (With Sample)
    3. Tracking the Case From Contract Through Closing
    4. Document Management Tips

  2. Real Estate Financing Documentation

    1. The Commitment Letter
    2. Loan Agreement
    3. Promissory Note
    4. Security Agreement
    5. Mortgages/Deeds of Trust
    6. Guaranties and Other Documentation

  3. How to Prepare Closing Documents and Binders

    1. Preparing Closing Packages for Residential Transactions
    2. Preparing Closing Packages for Commercial Transactions
    3. Recording Deeds and Mortgages

  4. Real Estate Contracts: What You Need to Know

    1. Letter of Intent
    2. Purchase and Sale Agreement
    3. Escrow and Earnest Money Agreement
    4. Land Contracts and Lease Options
    5. Lease Agreement and Lease Abstract
    6. Easement Agreements

  5. Reviewing Title Commitments and Land Surveys

    1. Title Searches and Reports
    2. The Title Commitment and Exception Documents
    3. Land Survey Review
    4. Title and Survey Objection Letters
    5. Curing Title Defects: Drafting Corrective Deeds, Affidavits, and More

  6. Reading and Writing Legal Descriptions and Deeds

  7. Examining Other Due Diligence Materials and Reports

    1. Seller's Disclosures
    2. Due Diligence Materials
    3. Appraisals
    4. Environmental Site Assessments
    5. Zoning Compliance
    6. Building/Engineering Reports

  8. Ethics for Paralegals

    1. Avoiding UPL
    2. Preserving Confidentiality
    3. Communications
    4. 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

Richard J Fox
Richard J.
Fox
Law Office of Richard J. Fox PLLC
Daniel B Markind
Daniel B.
Markind
Flaster Greenberg PC
Michael S Greene
Michael S.
Greene
Development Law Group
Speaker bio
Richard J Fox

Richard J. Fox

Law Office of Richard J. Fox PLLC
Richard 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.

View full profile
Speaker bio
Daniel B Markind

Daniel B. Markind

Flaster Greenberg PC
Daniel 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.

View full profile
Speaker bio
Michael S Greene

Michael S. Greene

Development Law Group
Michael 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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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