A professional services firm is seeking an experienced Paralegal to support attorneys and clients within its Real Estate and Private Client practice areas. This role focuses on real estate matters related to estate administration, trust funding, and lifetime planning. Responsibilities include preparing and reviewing legal documents, coordinating transactions, conducting title and property research, and ensuring accurate transfer and documentation of real property assets in compliance with applicable laws.

All employees are expected to deliver high-quality client service and maintain a strong commitment to professionalism and confidentiality.

Key Responsibilities:

Real Estate & Private Client Support

• Conduct research and analysis of recorded documents through county land records systems.
• Utilize geographic information systems (GIS) and related tools to locate and identify real property.
• Order and review title commitments, ownership reports, and surveys.
• Examine recorded and unrecorded documents to confirm ownership, legal descriptions, and title exceptions.
• Assist in resolving title issues in coordination with attorneys and third parties.
• Communicate with title companies, surveyors, county offices, and other stakeholders.
• Support registration and conveyance processes, including matters involving specialized property systems (e.g., Torrens).
• Manage document recording processes (electronic and physical filings).
• Maintain systems to track transactions, deadlines, and project status.

Private Client (Estate Planning & Administration)

• Review client asset information to confirm proper real estate titling.
• Prepare summaries of client real property holdings.
• Coordinate property transfers in accordance with estate plans and court directives.
• Draft real estate documents including deeds, affidavits, assignments, financing documents, and related instruments.
• Review and summarize residential purchase agreements and related documents.
• Assist in drafting purchase agreements and provide summaries for attorney and client review.

Real Estate Transactions (Commercial & Residential)

• Review title commitments and surveys.
• Prepare title and survey analysis memoranda.
• Draft transactional documents for commercial real estate matters, including deeds, assignments, and financing-related documents.
• Prepare closing documentation such as checklists, settlement statements, certifications, and instruction letters.

Client & Administrative Support

• Communicate with clients regarding transactions, document execution, and status updates.
• Maintain organized and accurate client records (electronic and physical).
• Track recording confirmations, receipts, and closing documentation.
• Ensure compliance with internal procedures, legal requirements, and ethical standards.
• Handle sensitive client information with discretion.

Qualifications

• Associate’s or Bachelor’s degree required; Paralegal certification preferred
• Minimum 3 years of paralegal experience, with a strong focus on real estate transactions
• Experience with estate planning, probate, or trust administration preferred
• Strong knowledge of real estate documentation, title review, and recording processes
• Proficiency in legal software and Microsoft Office applications

Key Skills & Competencies

• High attention to detail and accuracy
• Strong organizational and time management skills
• Ability to research applicable laws and title standards
• Ability to manage multiple projects and deadlines
• Effective communication skills with clients, attorneys, and external parties
• Strong problem-solving capabilities, particularly in resolving title issues
• Ability to work in a fast-paced environment, including time-sensitive transactions
• Demonstrated discretion and professionalism in handling confidential information