Law Clerk (Peterborough)

Gauvreaucpa; Peterborough; On-site; CAD 45,000 - 60,000; Full time

Job summary

Gauvreau Accounting Tax Law Advisory in Peterborough seeks a Law Clerk to support wills, powers of attorney, trusts, and other estate planning documents.

You will assist with probate and estate administration, maintain accurate records, coordinate with clients and third parties, and ensure compliance with legal and regulatory requirements. This is a hands-on role in a collaborative, multidisciplinary firm offering growth opportunities.

Qualifications

• Diploma in Legal Administration or Law Clerk program preferred.
• Minimum 3 years’ experience in a corporate clerk role within a legal environment.
• Experience with Clio, Teraview and government search platforms.

Responsibilities

• Prepare wills, powers of attorney, trusts, and other estate planning documents.
• Assist with estate administration and probate matters, including supporting documentation.
• Gather and organize information about assets, liabilities, and beneficiaries.
• Prepare correspondence and communicate with clients, trustees, and third parties.
• Assist with transfer, sale, and distribution of estate assets and related filings.
• Research and interpret procedures related to wills, estates, probate, and trusts.

Skills

Excellent communication

Detail oriented

Initiative under pressure

Team collaboration

Education

Diploma in Legal Administration and/or Law Clerk program

Tools

Microsoft Office

Clio

Teraview

Notice Connect

Ecore

Treefort

Ministry/Government search platforms

Job description

We are currently seeking a Law Clerk to join ourPeterboroughoffice.

Who We Are

At Gauvreau Accounting Tax Law Advisory, we're passionate about helping entrepreneurs achieve their goals. By bringing together professionals across accounting, tax, law, and advisory, we support business owners at every stage of their journey. This is a unique opportunity to join our small, collaborative legal service line, where you'll take on meaningful work, build trusted client relationships, and play an integral role in delivering exceptional service to clients, all while benefiting from the expertise and resources of a multidisciplinary practice.

Role (Overview of the Position)

The Wills & Estates Law Clerk plays a critical role in supporting lawyers with a wide range of estate planning and administration matters. Key areas of focus include preparing wills, powers of attorney and other estate planning documents; assisting with probate and estate administration; maintaining accurate records; coordinating with clients and third parties; and ensuring compliance with applicable legal and regulatory requirements.

Responsibilities (Tasks Associated with the Role)

• Assist with the preparation and execution of wills, powers of attorney, trusts, and other estate planning documents.
• Assist with estate administration and probate matters, including preparing applications and supporting documentation, maintaining checklists, tracking deadlines, and organizing estate files.
• Gather and organize information relating to estate assets, liabilities, beneficiaries, and testamentary documents, including conducting searches through relevant government agencies, financial institutions, land registries, and corporate registries.
• Assist with estate accounting, including preparing statements of assets and liabilities, receipts and releases, distributions, and other related documentation.
• Prepare correspondence and communicate with clients, estate trustees, beneficiaries, financial institutions, government agencies, accountants, and other third parties to obtain information, provide updates, and coordinate estate matters.
• Assist with the transfer, sale, and distribution of estate assets, including real property, corporate interests, investments, and personal property.
• Assist with estate tax matters and clearance certificate applications, including coordinating with accountants and the Canada Revenue Agency as required.
• Research and interpret legal procedures, statutes, rules, and regulations relating to wills, estates, probate, and trusts.
• Provide administrative support to lawyers, including organizing files, preparing signature packages, coordinating will signings, scheduling meetings, and managing correspondence.
• Maintain accurate records of estate assets, distributions, undertakings, deadlines, and outstanding matters, and assist with the preparation of reporting and closing documentation.
• Maintain and update wills and estates precedents under the supervision of a lawyer to standardize processes and improve operational efficiency.

This job description is not all-inclusive and certain activities, duties or responsibilities may be required of the employee as needed.

Qualifications/Skills & Experience

• A diploma in a related Legal Administration and/or Law Clerk program is preferred.
• A minimum of 3 years’ experience in a corporate clerk role, within a legal environment.
• Have experience in or knowledge of the following programs: Microsoft Office, Ecore, Treefort, Clio, Teraview, Notice Connect, and Ministry/Government search and registration platforms.
• Excellent communication skills (verbal and written).
• Detail oriented with strong multi-tasking and problem-solving skills.
• Ability to take initiative and work under pressure with minimal supervision.

We have Five Core Values at Our Firm:

1. All In (passion for what you do and a commitment to excellence)
2. Own It (solutions oriented, owning outcomes)
3. Choose Opportunity (willingness to innovate)
4. Relentless Excellence (redefining expectations)
5. Better Together (teamwork drives the best results)

Existing Vacancy:

Internal and External

Compensation:

This position offers a starting salary range of $45,000 to $60,000per year. Final compensation will be determined based on the successful candidate’s education, relevant experience, and skills.

Use of Artificial Intelligence (AI):

Applicants are advised that AI may be used to support aspects of the recruitment process, such as application screening or scheduling

Learn more about us here: https://gauvreaucpa.ca/join-us/and in this video: https://www.youtube.com/watch?v=XuJBnoF5lpY

Do our core values resonate with you?

Does your skillset align with this role?