Wills and Estate Law Support Professional
4 days ago
Job Description
We are seeking an experienced Estates Law Clerk to join a boutique law firm specializing in residential real estate, wills, and estate law. The ideal candidate will possess strong organizational skills, attention to detail, and excellent communication skills.
Responsibilities
- Assist with the preparation, drafting, and revision of legal documents, estate forms, correspondence, and reporting letters independently with minimal supervision.
- Strong knowledge of steps required for applying for Certificate of Appointment of Estate Trustee with or without a Will.
- Strong knowledge of Wills & Power of Attorney documents.
- Ensure that estate documents and procedures are completed in a timely manner, including forwarding draft documents to the lawyer and clients for review.
- Follow up with clients for outstanding information, coordinating the flow of documents between clients and the office.
- Respond to initial phone calls and emails from prospective clients.
- Schedule appointments, follow-ups, and signing meetings, and manage lawyers' calendars and deadlines.
- Open, organize, and close files.
- Order and conduct preliminary review of any due diligence searches, including title sub-searches.
- Prepare all other administrative and practice management documentation, including retainer agreements, draft and final statements of accounts, reporting letters, acknowledgements, and directions.
- Effectively use software including Estateably, Teraview, Microsoft Office, and Adobe Acrobat.
Requirements
The ideal candidate will possess:
- Experience working in a law firm environment.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office and Adobe Acrobat.
How to Apply
If you are a motivated and detail-oriented individual with a passion for administrative work, please submit your resume for consideration.
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