Wills & Estates Law Clerk – Independent, Client‑Facing

Urban Legal Recruitment Inc.; Calgary; On-site; CAD 60,000 - 90,000; Full time

Job summary

Urban Legal Recruitment Inc. is seeking an experienced Law Clerk to join a well-established boutique national law firm in Calgary, supporting the Wills & Estates practice.

The role offers independence, client interaction and a collaborative team. You will manage files, draft estate planning documents for Alberta, Ontario and British Columbia, and handle probate and administration tasks while maintaining organized digital and paper files.

Qualifications

• Law Clerk certification from a recognized college or university.
• 5–7 years of experience in Wills & Estates preferred.
• Experience with estate planning and estate administration matters.
• The ability to build positive working relationships with lawyers and staff, both in person and remotely.
• Superior organizational and time-management skills.
• Excellent attention to detail and reading comprehension.
• Strong verbal and written communication skills.
• A proactive, reliable and independent approach to work.
• A high level of professionalism, confidentiality and discretion.
• The ability to work effectively under pressure, manage competing priorities and meet deadlines.
• Strong knowledge of Microsoft Office, including Outlook, Word and Excel, as well as Adobe Acrobat.
• Experience with Clio and NetDocuments would be considered an asset.

Responsibilities

• Opening, closing and billing files.
• Managing calendars for intake calls, conferences and general meetings as required.
• Liaising directly with clients to obtain information for estate planning and wills.
• Preparing first drafts of estate planning documents for Alberta, Ontario and British Columbia.
• Revising estate planning documents in accordance with client instructions.
• Preparing for and witnessing Will signings.
• Scanning, saving and providing copies of executed documents.
• Preparing reporting letters and handling post-execution matters.
• Maintaining lawyer emails and client files electronically.
• Corresponding with banks and other institutions to collect information for estate administration matters.
• Preparing probate applications.
• Preparing documents required for the administration of estates, including releases, consents and indemnities.
• Maintaining organized electronic client files and hard-copy files when required.
• Updating and maintaining the inventory of the Wills vault.
• Assisting with the creation and maintenance of precedents for estate planning documents and estate administration checklists.
• Assisting with overflow clerk work for other practice areas as required

Skills

Attention to detail

Organization

Verbal and written communication

Independent work

Confidentiality

Education

Law Clerk certification

Tools

Microsoft Office

Outlook

Excel

Clio

NetDocuments

Adobe Acrobat

Job description

Urban Legal Recruitment Inc. is seeking an experienced Law Clerk to join a well-established boutique national law firm in Calgary, supporting the Wills & Estates practice.

The role offers independence, client interaction and a collaborative team. You will manage files, draft estate planning documents for Alberta, Ontario and British Columbia, and handle probate and administration tasks while maintaining organized digital and paper files.