Law Clerk (Wills & Estates)
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What you'll do
- 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.)
What they're looking for
- Law Clerk certification from a recognized college or university
- 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
Nice to have
- 5 – 7 years of experience in Wills and Estates preferred
- Preference will be given to those with knowledge of Clio and NetDocs
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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.
Company
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