Wills and Estates Senior Law Clerk

4 weeks ago

Toronto Ontario, Ontario, Canada TotalHR Full time

Wills andEstates Senior Law Clerk


A highly regarded boutique law firm specializing in Estate Planning and Estate Administration is seeking an in-person Wills and Estates Senior Law Clerk to add to its growing Midtown Toronto team.


In this position, you will have three primary roles:


Estate Planning:

  • Drafting Wills, Trusts, and Powers of Attorney based on lawyer and client instructions;
  • Attending client meetings to take notes or to obtain further instructions/ information on the file;
  • Corresponding with clients;
  • Reviewing drafts;
  • Managing and/or assisting with the maintenance of the Wills Vault and addressing all requests pertaining to storing or retrieving Wills and other Estate Planning documents.


Estate Administration:

  • Preparing applications for Certificates of Appointment of Estate Trustees;
  • Assisting in assembling information on assets and liabilities for estate administration purposes, including correspondence with financial institutions, CRA, executors, beneficiaries, and others;
  • Managing advertising for creditors;
  • Preparing Estate Trustee/guardian/attorney accounts;
  • Preparing releases, receipts, directions and other documents routinely used in estate administrations;
  • Ensuring complete and accurate filing (hard copy and electronic copy) of all documents;
  • Preparing Estate Information Returns;
  • Communicating with banks, investment advisors, accountants, and others in the administration of Estates;
  • Following up with Estates Courts or other courts, as necessary;


Support (as needed):

  • Managing on-going record keeping and preparing timelines and task lists for estate administrations and Estate Planning;
  • Organizing and attending meetings for execution of documents;
  • Meeting with lawyers regularly to ensure all files are up to date;
  • Keeping informed on new policies, legislation and Rules, and providing oral and written updated communications to the lawyers and the staff;
  • Preparing and editing emails, correspondence, memoranda, reports, authorizations and directions, retainers, forms, and other documentation;
  • Some general administrative duties, including but not limited to printing, scheduling appointments, docketing, billing, etc.;
  • Other duties as assigned.


The ideal candidate is a bright, communicative, and self-motivated Wills and Estates

Law Clerk exhibiting high standards and excellent communication skills.


A strong ability to take charge and prioritize deadlines will ensure your success in this role.


Requirements:


  • Minimum 7 + years of hands-on experience as a Wills & Estates Law Clerk,
  • Strong technical skills using Microsoft Office, Outlook, and applicable software such as Practice Panther;
  • A keen understanding of Wills, Estates, and Trust Law,
  • Ability to work independently with minimal supervision,
  • Work well under pressure, manage priorities, and meet deadlines,
  • Excellent written and verbal communication skills.
  • Experience with real estate is an asset.

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