Real Estate & Land Use

Title Commitment and Survey Review Guide for Paralegals: With Samples and Checklists

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
3 hours 3 minutes
Shane Sclichter
Duane Wunsch
With Shane D Sclichter from Vorys, Sater, Seymour and Pease LLP + 1 other
Recorded April 16, 2024
Product ID 98427

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$219

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Overview

What Problems Will You Find?

Encroachments, easements, liens - what secrets is the property hiding? To find out, you need to know how to effectively review title and surveys. This practical paralegal guide will provide you with sample title commitments, surveys, and handy checklists so you can learn through example and quickly home in on title issues. Be an effective problem spotter (and solver) in real estate transactions - register today!

  • Find out what a title search and report will and will not reveal.
  • Discover exactly what you should be looking for on the title commitment and how to dig deeper.
  • Learn how to read and review maps and survey reports.
  • Get tips for working with title companies and resolving the issues that have been found.

Abbreviated Agenda

  1. Title Search and Examination Checklists
  2. Title Commitment Review Insights and Checklists
  3. Reviewing Land Surveys: With Examples and Checklists
  4. Coordinating With Title Companies and Resolving Title Issues

Related Topics

Product ID 98427

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Title Search and Examination Checklists

    1. Key Documents
    2. Resources/Websites and Title Search Software
    3. Verification of Property Information
    4. Legal Description Evaluation
    5. Chain of Title Assessment
    6. Issues That Usually Aren't Caught in a Title Search

  2. Title Commitment Review Insights and Checklists

    1. The Anatomy of a Title Commitment
      1. Schedule A
      2. Schedule B-I
      3. Exceptions and Exclusions
    2. Encumbrance Analysis
    3. Identifying Exceptions and Liens
    4. Recognizing Red Flags vs. Harmless or Minor Issues

  3. Reviewing Land Surveys: With Examples and Checklists

    1. Types of Land Surveys
    2. ALTA/NSPS Surveys and Standards
    3. Tips for Coordinating and Communicating With Surveyors
    4. How to Read and Review Maps and Survey Reports
    5. Checklist of Survey Issues to Watch Out for
    6. Cross-Reading the Title Report and Survey

  4. Coordinating With Title Companies and Resolving Title Issues

Who Should Attend

This intermediate level course will provide attendees with practical skills for reviewing title and land surveys for title defects and encumbrances. Those who should attend include:

  • Paralegals
  • Legal Assistants
  • Legal Support Staff

Speakers

Shane D Sclichter
Shane
Sclichter
Vorys, Sater, Seymour and Pease LLP
Duane H Wunsch
Duane
Wunsch
Fidelity National Title Group
Speaker bio
Shane D Sclichter

Shane Sclichter

Vorys, Sater, Seymour and Pease LLP
Shane Sclichter

is a partner in the law firm of Vorys, Sater, Seymour and Pease LLP, where he is a member of the finance, energy and real estate group. He has nearly two decades of experience in banking and commercial finance law. In his practice, Mr. Sclichter primarily represents commercial banks and borrowers in a wide range of multi-lender and single lender secured and unsecured financing transactions, including real estate development and construction financing, asset-based lending facilities, acquisition financings, equipment financings, mezzanine financings, and intercreditor and subordination agreements. He also has experience with real estate sales and acquisitions (commercial and residential), including purchase and sales agreements, title insurance matters, inspection issues, transfer tax issues, survey requirements, and leasing issues. Prior to joining the firm, Mr. Sclichter was senior counsel at First Niagara Bank. He earned his B.A. degree from The Citadel, the Military College of South Carolina, and his J.D. degree from the Duquesne University School of Law. He is a member of The West Virginia Bar Association, Pennsylvania Bar Association and New Jersey State Bar Association.

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Speaker bio
Duane H Wunsch

Duane Wunsch

Fidelity National Title Group
Duane Wunsch

is vice president and Wisconsin state counsel for Fidelity National Title Group. He has more than 30 years of experience, including searching and examining titles, closing transactions, and handling title insurance claims. Mr. Wunsch is a member of the Milwaukee Bar Association, Wisconsin Land Title Association and State Bar of Wisconsin. He earned his B.A degree from the University of Wisconsin, Madison and his J.D. degree from Emory University School of Law.

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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.
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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.

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