Senior Legal Assistant - Wills, Trusts and Estates

Targeted Talent; Canada; Remote; CAD 55,000 - 75,000; Full time

Job summary

A specialized legal recruitment agency is looking for a Senior Legal Assistant focused on Wills, Trusts, and Estates. The role involves providing full-scope legal administrative support to lawyers, including managing legal documentation and client communication. The ideal candidate will have over 5 years of experience in estate planning and proficiency in relevant software. This position is essential for maintaining workflow in a fast-paced legal environment.

Qualifications

• Minimum of 5+ years of experience in a legal administrative capacity in estate planning and estate administration.
• Strong technical skills and proficiency with Microsoft Office Suite products.

Responsibilities

• Provide legal administrative support to lawyers.
• Prepare, draft and manage legal documentation.
• Conduct wills searches, tax, land title and other legal searches.
• Manage electronic and paper client files.

Skills

Legal administration

Client communication

Document drafting

Proficiency in Microsoft Office Suite

Legal software knowledge

Education

Completion of a recognized legal assistant program or equivalent experience

Tools

Soluno/PC Law

BC Online

Land Title and Survey Authority (LTSA)

Job description

Overview

Our client is a boutique legal practice located in Surrey / White Rock area. They are looking for a Senior Legal Assistant, Wills, Trusts and Estates.

JOB SUMMARY

The Senior Legal Assistant, Wills, Trusts & Estates provides full-scope legal administrative functions and duties to support the Estate Planning practice area, ensuring the successful completion of all tasks in a fast-paced environment.

JOB RESPONSIBILITIES

• Provide legal administrative support to lawyers, including but not limited to, opening, preparing and organizing files and drafting correspondence
• Deal with clients directly to obtain information and answer any client queries
• Prepare, draft and manage legal documentation including, but not limited to, preliminary drafting of wills and other estate planning documents, reporting letters, ensuring accuracy
• Draft and prepare legal documentation related to estates including but not limited to probate and estate administration documents, resealing applications, notice to creditors, and estate distribution documentation including the executor/administrator statement of accounts
• Liaise with lawyers on file progress, identifying risks and/or red flags
• Obtain, sort, file and verify documents for completion
• Handle estate planning cold calls
• Conduct wills searches, tax, land title and other legal searches
• Transcribe dictation
• Attend on witnessing execution of Wills
• Handle accounts receivables by following-up with clients on outstanding invoices, cheques and debt collections
• Manage calendar to schedule meetings and appointments with legal team and clients
• Manage electronic and paper client files, ensuring up-to-date client information in system

REQUIRED EXPERIENCE AND CREDENTIALS

• Minimum of 5+ years of experience in a legal administrative capacity in estate planning and estate administration
• Working towards or completion of a recognized legal assistant program or equivalent experience and training
• Strong technical skills and proficiency with Microsoft Office Suite products including Excel, Word, and Outlook
• Previous experience with legal software and programs such as Soluno/PC Law, BC Online, and Land Title and Survey Authority (LTSA)