Wills and Estates Law Clerk

1 week ago

Burlington, Canada Cass & Bishop Professional Corporation Full time

As a Wills and Estates Law Clerk, you will be given the rare opportunity to learn from highly experienced lawyers and law clerks. Cass & Bishop is one of the most well-established law firms in Halton region. This position is open because our senior Wills and Estates Law Clerk is extraordinarily busy and looking to reduce their work schedule with a view to future retirement.

Cass & Bishop is a diverse, modern office with a teamwork approach to serving its clients. We keep equipment and facilities up-to-date, and everyone helps each other. Treating colleagues with respect is part of our contract. In addition, the firm has a dedicated General / Human Resource (HR) Manager (along with an HR assistant) and competitive salaries with employee health benefits. Here, you always have someone to go to. It simply is not good business to have high turnover and the way to prevent that is with fair wages, fair treatment of co-workers, and by providing growth opportunities in a pleasant work environment.

Please read the detailed job description below. We have an excellent, positive group. We look forward to hearing from you and potentially adding you to our team.

**Detailed Job Description**
- Daily Tasks_
- Receiving phone calls from clients;
- Gathering preliminary client information (e.g., names and addresses);
- Photocopying, filing, binding of documents, as required;
- Managing the physical and electronic client files in accordance with firm policies and procedures;
- Keeping up on all current and active files;
- Docketing time daily;
- Maintaining accurate billing records;
- Maintaining currency with Ontario Wills and Estates Law rules and regulations;
- Maintaining up-to-date knowledge of the court protocols, practice directions and new COVID-19 practice directions.
- Developing and maintaining a positive relationship with clients and other professionals;
- Independently and effectively managing a high volume of Wills and Estates matters;
- Continually developing knowledge and familiarity with "Estate-a-base," "Estateably" or other related wills and/or estates software;
- Providing timely, comprehensive and strategic legal assistance to clients;
- Serving and filing court documents including online through the appropriate portals;
- Handling multiple matters simultaneously;
- Maintaining client confidentiality;
- Wills Specific Daily Tasks (Some as Noted Above)_
- Arranging intake appointments with lawyers;
- Sending Will and Power of Attorney instructions to clients;
- Arranging time for lawyers to approve drafts;
- Forwarding approved drafts to clients for review;
- Corresponding with clients and lawyers regarding draft changes;
- Printing final drafts;
- Making appointments for clients to sign documents;
- Completing affidavits of execution;
- Preparing accounts;
- Filing original documents;
- Obtaining signed receipts for original documents that are kept by clients;
- Recording deaths;
- Providing copies to clients;
- Making notarial copies;
- Helping (and being helped by) other estates assistants or clerks when experiencing a high volume of business;
- General Tasks_
- Communicating your work hours and availability to clients and co-workers such that others know when where to reach you;
- Taking initiative with regard to your own training and skill building;
- Assisting lawyers with the drafting and production of wills;
- Following the directions of lawyers and managers precisely as instructed;
- Reviewing intake forms and lawyer’s notes carefully, inputting the data required by lawyers and managers accurately and verifying that the data has been entered correctly;
- Communicating with clients, client family members, client spouses or former spouses, courts, court administrators and officers, and other lawyers in a timely and professional manner;
- Commuting to the office so that you are present for your working hours;
- Maintaining a consistently professional and polite demeanour such that C&B employees, clients, and business contacts feel that they are treated with dignity and respect at all times;
- Assisting lawyers, administrative assistants, clients of C&B, and business contacts of C&B with their wills needs as they relate to the daily business operations of C&B, and working cooperatively with them;
- Following all C&B policies including health and safety policies pertaining to the COVID-19 pandemic or other serious public health issues that may arise;

**Job Types**: Full-time, Permanent

Pay: $45,500.00-$69,750.00 per year

Additional pay:

- Bonus pay
- Overtime pay

**Benefits**:

- Commuter benefits
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- On-site parking
- Paid time off
- Vision care
- Wellness program
- Work from home

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- BURLINGTON, ON L7N 3P2: reliably commute or plan to relocate before start

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