We are currently looking for a Wills & Estates Administration Law Clerk to join our firm. We are looking to grow and are seeking new talent with exceptional qualities.
Working Hours: 8:30am – 5:00pm or 9:00am – 5:30pm
Start Date: Immediate.
Responsibilities:
- Drafting Wills and Powers of Attorney;
- Organizing and attending meetings for execution;
- Preparing applications for Certificates of Appointment of Estate Trustees;
- Managing advertising for creditors;
- Preparing Estate Trustee/guardian/attorney accounts: all in court passing form;
- Assisting in assembling information on assets and liabilities for estate administration purposes, including correspondence with financial institutions, CRA, executors, beneficiaries, and others;
- Preparing releases, receipts, directions and other documents routinely used in estate administrations;
- Managing on-going record keeping and preparing timelines and task lists for estate administrations;
- Preparing and collating various pleadings and court documents (including drafting application records, motions for direction, affidavits and other documents involved in estate litigation, etc.);
- Coordinating, scheduling of court dates and other procedural matters with estates courts;
- Managing and/or assisting with the organization and maintenance of the Wills Vault and addressing all requests pertaining to storing or retrieving Wills and other estate planning documents;
- Preparing Estate Information Returns;
- Communicating with banks, investment advisors, accountants and others in the administration of Estates;
- Engaging in file management (e.g. opening files, file reviews and etc.);
- Contacting clients and opposing counsel for scheduling and information gathering;
- Preparing, and editing emails, correspondence, memoranda, reports, authorizations and directions, retainers, forms and other documentation;
- General administrative duties, including but not limited to scanning, filing, printing, photocopying, scheduling appointments, performing administrative duties with respect to opening and closing files, etc.)
- Welcoming clients, answering the telephone, routing callers, taking messages and providing routine information to callers;
- Other duties as assigned.
Education and Experience:
- Preferably 5 – 7 years of relevant experience in a professional service environment;
- Experience with software: Excel, PCLaw, Word and Outlook
- A keen understanding of Wills & Estate Administration
- Ability to provide exceptional legal and administrative support
- Detail-oriented individual with strong proofreading skills
- Ability to work independently with minimal supervision
- Works well under pressure, manage priorities and meet deadlines
- Strong teamwork skills and positive work attitude
- Excellent written and verbal communication skills
- Professional attitude and confidentiality