Paralegal

Our valued client, a well-established boutique national law firm, is looking for an experienced Law Clerk to join its Calgary office and support its Wills & Estates practice.

This is an excellent opportunity for an experienced Wills & Estates professional who enjoys managing files with a high degree of independence, working directly with clients, and being part of a collaborative and professional team.

The successful candidate will be responsible for:

• Opening, closing and billing files
• Managing calendars for intake calls, conferences and general meetings as required
• Liaising directly with clients to obtain pertinent information for estate planning and wills
• Preparing first drafts of estate planning documents for Alberta, Ontario and British Columbia
• Revising estate planning documents in accordance with client instructions
• Preparing for and witnessing Will signings
• Scanning, saving and providing copies of executed documents
• Preparing reporting letters and handling post-execution matters
• Maintaining lawyer emails and client files electronically
• Corresponding with banks and other institutions to collect information for estate administration matters
• Preparing probate applications
• Preparing documents required for the administration of estates, including releases, consents and indemnities
• Maintaining organized electronic client files and hard-copy files when required
• Updating and maintaining the inventory of the Wills vault
• Assisting with the creation and maintenance of precedents for estate planning documents and estate administration checklists
• Assisting with overflow clerk work for other practice areas as required

The ideal candidate will bring:

• Law Clerk certification from a recognized college or university
• 5–7 years of experience in Wills & Estates preferred
• Strong experience with estate planning and estate administration matters
• The ability to build positive working relationships with lawyers and staff, both in person and remotely
• Superior organizational and time-management skills
• Excellent attention to detail and reading comprehension
• Strong verbal and written communication skills
• A proactive, reliable and independent approach to work
• A high level of professionalism, confidentiality and discretion
• The ability to work effectively under pressure, manage competing priorities and meet deadlines
• Strong knowledge of Microsoft Office, including Outlook, Word and Excel, as well as Adobe Acrobat
• Experience with Clio and Net Documents would be considered an asset

Our valued client is a boutique national law firm with offices in Calgary, Toronto and Vancouver. The firm has a business-focused clientele and practices primarily in the areas of Tax, Corporate, Estate & Trust, and Family Law.

The firm offers a collaborative and professional environment where talented individuals are given the opportunity to take ownership of their work, contribute to the team and grow their careers.