Wills & Estates Administration Clerk

 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.



  • 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