Wills, Powers of Attorney, and Estates Law Clerk/Legal Assistant
1 week ago
Job Summary
We are currently seeking an experienced Law Clerk/Legal Assistant with a focus on Wills, Powers of Attorney, and Estate Administration to join our friendly and dedicated team.
This position involves working directly with clients and lawyers to support all aspects of estate planning and administration. The ideal candidate is detail-oriented, organized, and comfortable managing files independently while providing compassionate, efficient service to our clients during important life events.
Responsibilities
- Preparing and finalizing Wills and Powers of Attorney, including initial drafts, execution packages, and reporting letters
- Coordinating client meetings, maintaining communication with clients, executors, and beneficiaries throughout the process
- Preparing probate applications and related court materials, including Certificates of Appointment of Estate Trustee (with or without a Will)
- Communicating with financial institutions, accountants, and government offices regarding estate assets, clearances, and tax matters
Qualifications
- Minimum of 2-3 years experience in Wills, Estates, or related areas of law
- Thorough understanding of estate administration and probate procedures
- Strong attention to detail with the ability to work independently and manage multiple files effectively
- Excellent written and verbal communication skills with a professional, client-focused manner
- Proficiency in Microsoft Office (Word, Outlook, Excel) and familiarity with legal software such as E-State Planner
- A positive attitude and ability to contribute to a supportive and collaborative team environment
We are a small local firm that values professionalism, integrity, and a personal approach to client service. We offer a collegial work environment where your contribution is recognized, and your role has a direct impact on the people we serve. Compensation will be commensurate with experience.
Job Type: Full-time
Pay: $40,000.00-$65,000.00 per year
Benefits:
- Dental care
- Extended health care
- Life insurance
Experience:
- Wills/Power of Attorney: 2 years (required)
Work Location: In person
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