Seeking a Law Clerk with 5+ years of experience to support estate planning and estate administration matters in Toronto. The ideal candidate has strong document-drafting, probate, file-management, and client-service skills, with the ability to work independently in an in-person boutique office environment.
Responsibilities
- Open, close, and bill files; manage calendars for client intake calls, conferences, and meetings
- Liaise directly with clients to gather information for wills and estate planning
- Draft and revise estate planning documents for Ontario, Alberta, and British Columbia
- Coordinate and witness Will signings and manage post-execution documentation
- Prepare reporting letters and distribute executed documents
- Maintain electronic and physical client files, including lawyer correspondence
- Communicate with banks and other institutions for estate administration matters
- Prepare probate applications and estate administration documents, including releases, consents, and indemnities
- Maintain the Wills vault inventory and assist with precedents and estate administration checklists
- Support overflow work in other practice areas and general Toronto office administration
Qualifications
- Law Clerk certification from a recognized college or university
- 5+ years of Wills and Estates experience preferred
- Strong knowledge of estate planning, probate, and estate administration procedures
- Excellent communication, organizational, and time-management skills
- Exceptional attention to detail and reading comprehension
- Proactive, reliable, and able to work independently and collaboratively
- High level of professionalism, confidentiality, and discretion
- Ability to manage competing deadlines and work under pressureProficiency with Microsoft Outlook, Word, Excel, and Adobe Acrobat
- Experience with Clio and NetDocuments (NetDocs) preferred