Wills and Estate Law Support Professional

4 days ago


Toronto, Ontario, Canada ZSA Legal Recruitment Full time

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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