Law Clerk (Wills & Estates)

Linmac LLP; Toronto; Hybrid; CAD 60,000 - 90,000; Full time

Job summary

Linmac LLP is seeking an experienced Law Clerk for our Toronto office, supporting the Wills and Estates practice both in person in Toronto and remotely from Calgary. The role involves managing files, drafting estate planning documents across Ontario, Alberta, and BC, and coordinating with clients and banks for probate matters.

Ideal candidates have 5–7 years of Wills and Estates experience, strong communication and organizational skills, and proficiency in Microsoft Office, Clio, NetDocs, and

Qualifications

• Law Clerk certification from a recognized college or university.
• 5 - 7 years of experience in Wills and Estates preferred.
• Superior communication, organizational and time management skills.
• Proactive, reliable, independent, and detail-oriented.
• Able to work under pressure with deadlines; good judgment.
• Strong knowledge of Microsoft Office products and Adobe Acrobat.
• Preference given to knowledge of Clio and NetDocs.

Responsibilities

• Open, close and bill all files.
• Manage calendars for intake calls, conferences, and meetings.
• Liaise with clients for information on estate planning and wills.
• Prepare first drafts of estate planning documents (Ontario, Alberta, BC).
• Revise estate planning documents per client instructions.
• Prepare and witness Will signings.
• Scan, save and provide copies of documents.
• Handle post-execution matters and reporting letters.
• Maintain electronic and hard-copy client files.

Education

Law Clerk certification

Tools

Microsoft Office

Clio

NetDocs

Adobe Acrobat

Job description

Role

Law Clerk

Location

Toronto

Why Linmac?

We empower our people and create opportunities for them to flourish.We offer a boutique office work environment and a clientele that is business focused.

The role:

We are currently looking for an experienced Law Clerk to join our Toronto office supporting our Wills and Estates practice in person (Toronto) and remotely (Calgary).

Responsibilities:

• Open, close and bill all files
• Manage calendars for intake calls, conferences, and general meetings as required
• Liaise with clients directly for pertinent information for estate planning and wills
• Prepare first drafts of estate planning documents (Ontario, Alberta, and British Columbia)
• Revise estate planning documents in accordance with client instructions
• Prepare and witness Will signings
• Scanning, saving and providing copies of executed documents
• Preparation of reporting letters and handling all other post-execution matters
• 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 Wills vault
• Assist with creation of precedents for estate planning documents and estate administration checklists
• Assist with overflow clerk work for other practice areas
• Manage Toronto office administrative duties as required

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 both in-person and remotely
• 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 NetDocs

About Linmac

We are a boutique law firm, attracting top talent at the top of their game. Our offices cover Toronto, Calgary and Vancouver. We practice predominantly in the areas of Tax, Corporate, Estate and Trust, and Family Law. We are growing, and if you are up for it, we'd love for you to join our amazing team.