Wills & Estates Law Clerk
ID: 7999
Job Description
Wills & Estates Law Clerk
Our Client, a boutique law firm with exceptional service, is looking for a Wills & Estate Law Clerk to join their Barrie office. Close-knit, and known to take care of their employees, this firm will give you the ‘at-home’ feel when you are in office. They are looking for an individual who shares their passion and dedication to the field, with a minimum of three years’ relevant experience. Take your expertise to a firm that will value you – apply now! Competitive salary and benefits offered.
Key Responsibilities
- Drafting Wills, Powers of Attorney, Trusts and other estate planning documents;
- Preparing estate planning documents for execution by clients and attending signing appointments;
- Managing and/or assisting with the organization and maintenance of the Wills’ Vault and addressing all requests pertaining to storing or retrieving Wills and other estate planning documents;
- Organizing and attending meetings for execution of documents;
- Preparing applications for Certificates of Appointment of Estate Trustee;
- Managing advertising for creditors;
- Preparing Estate Trustee/guardian/attorney accounts: all in court passing format;
- Assisting in assembling information on assets and liabilities for estate administration purposes, including correspondence with financial institutions, CRA, executors, beneficiaries, and others;
- Preparing releases, receipts, directions and other documents routinely used in estate administrations;
- Managing on-going record keeping and preparing timelines and task lists for estate administrations;
- Preparing Estate Information Returns;
- Communicating with banks, investment advisors, accountants and others in the administration of Estates;
- Preparing file reporting letters;
- Engaging in file management (e.g. opening files, file reviews and etc.);
- Contacting clients for scheduling and information gathering;
- Preparing, and editing emails, correspondence, memoranda, reports, authorizations and directions, retainers, forms and other documentation;
- General administrative duties, including but not limited to scanning, filing, printing, photocopying, scheduling appointments, generating billing reports, performing administrative duties with respect to opening and closing files, etc.;
- Answering the telephone, taking messages and providing routine information to callers;
- Other duties as assigned.
Qualifications
- Minimum 3 years’ experience in Wills and Estates law
- Law Clerk Diploma;
- Highly organized, detail-oriented with strong proofreading skills;
- Strong verbal and written communication skills;
- Ability to work well under pressure and to work well in a team environment;
- Ability to manage multiple priorities while paying attention to detail;
- Confident and dependable, with strong initiative and ability to work both independently and in a team-oriented atmosphere;
- Technical skills (MS Office, Estate-a-base, PClaw);
- A professional attitude and commitment to confidentiality is essential.
To apply, please forward your resume to: Zaheeda Merali Manager – Law Clerk Search at zaheeda@cartelinc.com
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