Senior Legal Assistant - Wills, Trusts and Estates

Targeted Talent; White Rock, Vancouver; On-site; CAD 60,000 - 75,000; Full time

Job summary

A legal practice in Surrey/White Rock is seeking an experienced Senior Legal Assistant specializing in Wills, Trusts, and Estates. This role involves providing comprehensive administrative support, drafting legal documents, and client interactions. Candidates must have at least 5 years of experience in a legal administrative position and skills in Microsoft Office and legal software.

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 including Excel, Word, and Outlook.
• Previous experience with legal software and programs.

Responsibilities

• Provide legal administrative support to lawyers by preparing and organizing files.
• Draft and prepare legal documentation related to estates.
• Manage electronic and paper client files.

Skills

Legal administrative support

Client communication

Document drafting

Organization

Proficiency in Microsoft Office

Education

Legal assistant program or equivalent experience

Tools

Soluno/PC Law

BC Online

Land Title and Survey Authority (LTSA)

Job description

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)