Wills & Estates Law Clerk

Toronto | 5 + Years
Our client is a boutique law firm, attracting top talent at the top of their game. Their offices cover Toronto, Calgary and Vancouver. They practice predominantly in the areas of Tax, Corporate, Estate and Trust, and Family Law. They are growing, and if you are up for it, they would love for you to join their amazing team.
Responsibilities   Open, close and bill all files
Manage calendars for intake calls, conferences, and general meetings as required
Liaison with clients directly for pertinent information for estate planning and wills
Prepare first drafts of estate planning documents
Revise estate planning documents in accordance with client instructions
Prepare and witness Wills and POAs signings
Scanning, saving and emailing executed Wills & POAs
Digital file maintenance of lawyer emails and client files
Correspond with banks and other institutions to collect information for estate administration matters
Prepare probate applications
Prepare various documents required for the administration of estates (releases, consents, indemnities, etc.)
Maintain organized client files electronically, and in hard copy when required
Update and maintain inventory of will vault
Assist with creation of precedents for estate planning documents and estate administration checklists
Assist with overflow clerk work for other practice areas
Qualifying Attributes   Law Clerk certification from a recognized college or university
5 – 7 years of experience in Wills and Estates preferred
Team player, able to build a positive rapport with other staff and lawyers
Superior communication, organizational and time management skills
Excellent attention to detail and reading comprehension
Advanced verbal and written communication skills
Proactive, reliable, independent, and detail oriented
High level of professionalism, confidentiality and discretion
Ability to work well under pressure, meet unexpected and sometimes competing deadlines, and exhibit sound judgment
Strong knowledge of Microsoft Office products (Outlook, Word, Excel) and Adobe Acrobat
Preference will be given to those with knowledge of Clio and Net Docs
Salary Range: $78,000 -$88,000
Please note that the salary range included is a guideline only. The salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.
The recruiting efforts for this role are intended to fill a vacant position.
Tagged as:
Intermediate, Private Practice