Trust, Wills, Estates, and Charities Law Clerk

2 weeks ago

Toronto, Canada Fasken SLP Full time

Reporting to the Senior Director, Paraprofessionals and E-Discovery Services in our Toronto office, the TWEC paraprofessional will coordinate and assist in complex legal and administrative matters relating to Estate Planning and Administration.
Hours of work are from 9 am to 5 pm. Occasional pre authorized overtime may be required to meet client needs.
**At Fasken, success means**:

- Having a strong client service approach - you’re ready, willing, and able to put our clients first and exceed their expectations
- Caring about one another - you possess strong interpersonal skills and the ability to build harmonious working relationships within your immediate team, across other departments in the firm, and the community
- Working collaboratively - you’re a self starter who values working in a collaborative team based environment
- Possessing exceptional communication skills (both verbal and written) when dealing with lawyers, clients, staff and third parties
- Approaching your work with agility and the willingness to learn and utilise new technology
- Being adaptable to changing priorities in a fast-paced environment while being organized and maintaining accuracy with a high attention to detail
- Demonstrating strong research, investigative and problem solving skills with the ability to exercise judgement to resolve issues
- Treating sensitive and confidential matters with discretion and diplomacy at all times

**Primary Responsibilities**
- Meeti with clients and/or legal professionals to obtain instructions
- Work with clients to gather required information for Will and POA preparation
- Draft Wills and Powers of Attorney and drafting Trust documents
- Draft Marriage Contract materials as required
- Draft other Estate Planning materials as required
- Interview executors for particulars of deceased and assets of the estate
- Assess the necessity of obtaining valuations of assets including securities and real property and making recommendations relating thereto
- Review the deceased’s will and preparing summary
- Prepare estate information returns
- Arrange publication of notices to creditors and related tasks
- Prepare resolutions and releases and indemnities on the winding up of estates and trusts and distributing assets to beneficiaries
- Maintain ongoing administration of estates and trusts
- Provide day-to-day support to individuals acting on behalf of incompetent persons either as attorneys under continuing powers of attorney or guardians pursuant to court orders
- Draft various documentation and correspondence
- Provide support to the lawyers in the practice group
- Assist in the ongoing development and maintenance of estate administration precedent system
- Identify and mitigate potential issues and communicating these issues to impacted Partners and Associates.
- Other duties as assigned

**Required Knowledge and Experience**:

- College diploma in Law Clerk studies
- A minimum of 5-7 years of Wills and Estates experience in the law firm environment
- Proficiency with MS Office (Word, Outlook, Excel, Teams), ACL, Emergent, and Wills / Estates software
- Skillful drafting and proficient mathematical skills are required
- Working knowledge of relevant legislation, Superior Court Rules, and probate registry practice and procedures
- Knowledgeable in after death tax returns and consideration of elections to be made under the Income Tax Act
- Experience drafting wills, powers of attorney and codicils along with organizing and attending meetings for execution would be an asset
- Member in good standing with the Institute of Law Clerks of Ontario would be an asset
- Certificate in Estate and Trust Administration (CETA) from STEP Canada would also be an asset

**Diversity and Inclusion**
At Fasken we are committed to creating a diverse, equitable and inclusive Firm. Our commitment includes ensuring equitable access to employment and equitable opportunities to advance and succeed at the Firm.
**Accessibility and Accommodation**
**Background and Reference Checks**
Any offer of employment may be conditional upon references and full background checks including a criminal record check, a credit check, employment and educational verifications.
**Your Application**
**NO AGENCIES, PLEASE.

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