Deed and Title Clerk

On-site    Bradenton, Florida, United States    New Business    Full time


As a Deed and Title Clerk, you will play a crucial role in our estate planning services team. Incorporating a deed into an estate plan involves several critical steps, aimed at ensuring that real property is smoothly and effectively transferred according to the individual's wishes upon their death. This process can vary depending on the type of deed used and the specific goals of the estate plan. Your work will directly contribute to the accuracy and efficiency of our estate planning processes.


Explore some of the key responsibilities integral to this role:

  • Determine the appropriate type of deed
  • Collaborate with county offices, public record databases, and other resources to gather necessary information
  • Verify the accuracy and authenticity of retrieved documents
  • Analyze and interpret legal descriptions, encumbrances, and other property-related details
  • Coordinate with estate planning documents
  • Prepare comprehensive reports summarizing research findings for use in estate planning


Here are some of the essential qualifications for this role:

  • Proven experience in property deed research and retrieval, preferably within estate planning or real estate industry
  • Strong understanding of property law, legal terminology, and land records
  • Stay up-to-date with relevant regulations and guidelines pertaining to deeds in different states
  • Proficiency in utilizing online databases, public records, and other research tools
  • Experience and proficiency with data entry
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Bachelor's degree in Business Administration, Legal Studies, or related field is a plus
  • Prior experience in the retirement solutions industry or legal field is preferred but not required


Embark on a rewarding career journey with a comprehensive suite of benefits.

  • W-2 Compensation paid weekly
  • Health, Dental, Vision, and Life Insurance after 90 Days
  • Holiday Pay, PTO and Vacation
  • 401K w/ Company Match

Join us in shaping a fulfilling career where your talents thrive and your contributions matter.