Job Opening

Wills and Estates Senior Law Clerk

 

A highly regarded boutique law firm specializing in Estate Planning and Estate Administration is seeking an in-person Wills and Estates Senior Law Clerk to add to its growing Midtown Toronto team.

 

In this position, you will have three primary roles:

 

Estate Planning:

• Drafting Wills, Trusts, and Powers of Attorney based on lawyer and client instructions;

• Attending client meetings to take notes or to obtain further instructions/ information on the file;

• Corresponding with clients;

• Reviewing drafts;

• Managing and/or assisting with the maintenance of the Wills Vault and addressing all requests pertaining to storing or retrieving Wills and other Estate Planning documents.

 

Estate Administration:

• Preparing applications for Certificates of Appointment of Estate Trustees;

• Assisting in assembling information on assets and liabilities for estate administration purposes, including correspondence with financial institutions, CRA, executors, beneficiaries, and others;

• Managing advertising for creditors;

• Preparing Estate Trustee/guardian/attorney accounts;

• Preparing releases, receipts, directions and other documents routinely used in estate administrations;

• Ensuring complete and accurate filing (hard copy and electronic copy) of all documents;

• Preparing Estate Information Returns;

• Communicating with banks, investment advisors, accountants, and others in the administration of Estates;

• Following up with Estates Courts or other courts, as necessary;

 

Support (as needed):

• Managing on-going record keeping and preparing timelines and task lists for estate administrations and Estate Planning; 

• Organizing and attending meetings for execution of documents;

• Meeting with lawyers regularly to ensure all files are up to date;

• Keeping informed on new policies, legislation and Rules, and providing oral and written updated communications to the lawyers and the staff;

• Preparing and editing emails, correspondence, memoranda, reports, authorizations and directions, retainers, forms, and other documentation;

• Some general administrative duties, including but not limited to printing, scheduling appointments, docketing, billing, etc.;

• Other duties as assigned.

 

The ideal candidate is a bright, communicative, and self-motivated Wills and Estates

Law Clerk exhibiting high standards and excellent communication skills.

 

A strong ability to take charge and prioritize deadlines will ensure your success in this role.

 

Requirements:

 

• Minimum 7 + years of hands-on experience as a Wills & Estates Law Clerk,

• Strong technical skills using Microsoft Office, Outlook, and applicable software such as Practice Panther;

• A keen understanding of Wills, Estates, and Trust Law,

• Ability to work independently with minimal supervision,

• Work well under pressure, manage priorities, and meet deadlines,

• Excellent written and verbal communication skills.

• Experience with real estate is an asset.