Wills and Estate Clerk

Salary: $60,000-75,000 (Based on experience)

Our client in Perth, ON is seeking a Senior Corporate Law Clerk to join their growing team. The successful candidate will be an ambitious professional who is passionate about growing their career.

Key Responsibilities:

• Schedule and attend meetings with lawyers and clients regarding estate administration and planning.
• Coordinate with various financial institutions, banks and pension administrators regarding estate assets and liabilities.
• Assist the Wills & Estates Group with client valuation, collection, realization and management of estate assets.
• Prepare and file various court forms for applications of certificates of appointment of estate trustee with supporting documentation.
• Liaise with the CRA and accountants with regards to fulfilling income tax obligations for trusts and estates.
• Assist with estate planning documents such as, preparation of drafts of Wills and Powers of Attorney.
• Maintain the safekeeping of Wills and Powers of Attorney records in accordance with firm procedures.
• Produce releases for beneficiaries to sign prior to distribution of estate assets.
• Assist in distribution of estate assets to beneficiaries.
• Preparation and filing of estate accounts in accordance with the Rules of Civil Procedure for Passing of Accounts.
• Support the Wills & Estates Manager with preparation of various trust documentation, such as, Deeds of Retirement and Appointment, Deeds of Substitution of Trustee, Blind Trust Agreements, etc. Produce and submit reports to the Conflict of Interest and Ethics Commissioner on general trust activity.

Qualifications

• Law Clerk Diploma from college or suitable combination of education and experience.
• Minimum Five years of law clerk experience.
• Relies on experience and sound judgment to plan and accomplish goals.
• Strong verbal and written communication skills.
• Strong interpersonal skills and professional presentation Skills Required.
• Solid knowledge of legal procedures and statutes with respect to Wills and Estates.
• Ability to plan, organize and prioritize job tasks in order to meet tight deadlines.
• Ability to respond effectively and professionally to changes in schedules and priorities.
• Ability to ensure consistent attention to details
• Ability to work independently within a team environment.
• Ability to exercise discretion when dealing with sensitive information.
• A positive, supportive and professional attitude.

Key Perks:

• Health, dental, life insurance, LTD
• Employee Assistance Program
• Generous PTO (paid time off)

Please note only candidates who match the requirements will be contacted for this role. We are consistently reviewing applications to identify a potential match with any of the other various opportunities we are working on.