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Law Clerk, Wills
3 days ago
With offices in London, Toronto, Strathroy and Kitchener, Lerners provides a full range of legal services throughout Southwestern Ontario. Lerners maintains an attractive work environment with excellent support services and state-of-the-art technology. Lerners’ employees enjoy a fast-paced work environment and a supportive, collegial culture. Our positions are best suited to individuals who take pride in their work and understand the importance of exceptional client service.
**Primary Responsibilities**:
- Administering estate and power of attorney files including:
- Dealing with clients for information and obtaining death certificate.
- Contacting banks and investment companies to obtain asset information.
- Locating insurance policies and preparing claim forms for benefits.
- Advertising for creditors and mail re-direction.
- Obtaining information and paying any debts of the estate.
- Assisting client in sale or transfer of estate assets.
- Arrange for sub-search and preparation of real estate property transfers.
- Closing out bank and investment accounts, liquidating assets (CSBs, shares, etc.) and depositing proceeds to trust account.
- Opening estate investment trust accounts.
- Corresponding with the Court Office.
- Arranging for preparation and filing income tax returns.
- Preparing estate and power of attorney accounting in Excel.
- Calculating executors’ compensation.
- Preparing Court documents to pass accounts.
- Completing Estate Information Returns and filings with the Ministry of Finance.
- Prepare reports to clients.
- Arranging appointments; meet with clients, locate documents.
- Prepare notarial copies of documents.
- Maintain an effective BF system.
**Qualifications**:
- At least three (3) years of experience as a Law Clerk.
- Experience in Wills and Estates is preferred.
- A keen attention to detail and strong organizational skills.
- A strong work ethic.
- The ability to work effectively on a team and individually.
- Excellent communication skills.
- Experience with technology and working in a remote/ hybrid environment.
- Strong technical skills using MS Office.
**How to Apply**:
**Benefits of Working at Lerners**:
Working at Lerners is both challenging and rewarding.
Our skilled Learning and Development team provides training and continued support to all firm members. Lerners is proud to offer a competitive salary and benefits package:
**Salary**:
Commensurate with skill level and years of experience.
**Benefits**:
- Health, Extended Health, Dental and Vision Care
- LTD insurance
- Life insurance
- Parking/Transit reimbursement
- RRSP matching program
- Paid Volunteer Time
- Referral Bonus
- Employee Assistance Program
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