Wills & Estates Law Clerk

ZSA Legal Recruitment Limited; Toronto; In loco; CAD 78.000 - 88.000; Tempo pieno

Descrizione del lavoro

ZSA Legal Recruitment Limited is seeking a seasoned paralegal/estate clerk for a boutique law firm serving Toronto clients and with offices in Calgary and Vancouver. You will manage estate planning files, drafts, and signings while coordinating with banks and clients to ensure timely estate administration.

The role requires 5–7 years in Wills & Estates, Law Clerk certification, and strong MS Office skills. Clio/NetDocs familiarity is a plus; confidentiality and professionalism are essential.

Competenze

• Law Clerk certification from a recognized college or university.
• 5–7 years of experience in Wills and Estates.
• Strong knowledge of Microsoft Office and Adobe Acrobat.
• Familiarity with Clio and NetDocs preferred.
• Excellent communication and organizational skills.

Mansioni

• Open, close and bill all files
• Manage calendars for intake calls, conferences, and general meetings as required
• Liaison with clients directly for pertinent information for estate planning and wills
• Prepare first drafts of estate planning documents
• Revise estate planning documents in accordance with client instructions
• Prepare and witness Wills and POAs signings
• Scanning, saving and emailing executed Wills & POAs
• 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 will vault
• Assist with creation of precedents for estate planning documents and estate administration checklists
• Assist with overflow clerk work for other practice areas

Conoscenze

Team player

Attention to detail

Verbal and written communication

Time management

Discretion and professionalism

Formazione

Law Clerk certification

Strumenti

Microsoft Office

Adobe Acrobat

Clio

NetDocs

Descrizione del lavoro

Toronto | 5 + Years

Our client is a boutique law firm, attracting top talent at the top of their game. Their offices cover Toronto, Calgary and Vancouver. They practice predominantly in the areas of Tax, Corporate, Estate and Trust, and Family Law. They are growing, and if you are up for it, they would love for you to join their amazing team.

Responsibilities

• Open, close and bill all files
• Manage calendars for intake calls, conferences, and general meetings as required
• Liaison with clients directly for pertinent information for estate planning and wills
• Prepare first drafts of estate planning documents
• Revise estate planning documents in accordance with client instructions
• Prepare and witness Wills and POAs signings
• Scanning, saving and emailing executed Wills & POAs
• 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 will vault
• Assist with creation of precedents for estate planning documents and estate administration checklists
• Assist with overflow clerk work for other practice areas

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
• 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

Salary Range: $78,000 -$88,000

Please note that the salary range included is a guideline only. The salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

The recruiting efforts for this role are intended to fill a vacant position.

Tagged as: Intermediate, Private Practice