We are looking for a full-time, self-motivated Wills and Estates Legal Assistant/Paralegal. The successful candidate needs to be able to work independently in a fast-paced, deadline-driven, demanding environment. The successful candidate must have a minimum of three years’ experience in Estate Administration and be a team player.

The responsibilities of the Legal Assistant/Paralegal would be Estate Administration matters from Probate to Final Distribution as well as preparation of Wills & Estate Planning Documents.

The responsibilities may include but are not limited to:
– Communicating with the executor(s) and lending facilities
– Closing all bank accounts/investment accounts, collecting all assets of the Estate
– Preparing the necessary documents for Probate
– Paying outstanding debts on behalf of the Estate
– Arranging for the filing of all appropriate tax returns
– Arranging payment of any necessary taxes owing
– Requesting Final Tax Clearance Certificates
– Preparing releases and tracking their return from the beneficiaries
– Scheduling appointments
– Preparing correspondence
– Preparing the Plan of Interim Distribution and Plan of Final Distribution
– Invoicing for our services rendered
– Dictation to a high quality and accuracy with attention to details
– Diarize files and follow up with financial institutions and accountants
– Land Title searches
– Will, EPA and PD preparation

Experience Expectations:
At least three or more years experience working with Will and Estate files, with a high level of professionalism, and an understanding of discretion and client confidentiality.

Required Skills:
The ability to handle multiple tasks and prioritize appropriately. To be able to complete the administration of the Estate accurately and with minimal supervision from start to finish.
Proficient in Microsoft Office (Word, Excel, and Outlook), dictation and general office equipment. Strong communication and organizational skills, strong proofreading skills, and able to work with tight deadlines.

How to Apply:
Interested and qualified candidates are encouraged to send resumes, cover letters and references to Linda Manning, Office Manager at Applications submitted without all required information will not be considered.