Estate Planning and Administration Lawyer
Top Benefits
About the role
If you are passionate about helping individuals and families navigate some of life’s most important decisions and ready for your next leap, apply.
Sabio Law LLP is growing and looking for a dedicated Estate Planning and Administration Lawyer to join our team.
In this role, you’ll work closely with a diverse and engaged client base to create personalized, tax-efficient estate plans that reflect their values and goals. From wills and trusts to incapacity planning and probate, you’ll provide comprehensive legal advice and build strong client relationships.
Your responsibilities will include:
• Meet with clients to understand their goals for asset distribution, health care directives, and overall estate and
incapacity planning.
• Provide clear, concise legal advice on available options and their implications.
• Conduct in-depth legal research to stay updated on relevant estate planning, incapacity, and estate administration laws and regulations.
• Draft and review customized estate planning documents tailored to the needs of individuals and families.
• Collaborate with financial advisors, tax professionals, and family members to create comprehensive, tax- efficient estate plans.
• Assist clients in identifying and designating appropriate beneficiaries.
• Support clients in establishing and managing trusts, including revocable living trusts and irrevocable trusts.
• Oversee estate administration processes, including preparing and submitting probate applications.
• Guide clients through the probate court process and address related legal requirements.
• Advise fiduciaries and beneficiaries on their legal rights and responsibilities.
• Ensure all deadlines, legal requirements, and record-keeping obligations are met during estate administration.
• Assist with estate management tasks such as collecting insurance proceeds, settling debts and taxes, and distributing remaining assets.
• Ensure compliance with the Law Society of Ontario's rules and best practices for client service and file management.
• Perform additional client advisory, management, and executional responsibilities as needed.
This is an opportunity to be part of a collaborative, very experienced legal team committed to excellence and client care.
Requirements and skills
• A licensed member in standing with the Law Society of Ontario.
• 3+ years of experience.
• Strong written communications skills.
Benefits-
• On-site parking
• Commission pay
• Paid Time Off
About Sabio Law LLP
We are built on core value to understand our clients and their needs. We believe in customized solutions and find value in knowing about you and your business. Our lawyers take pride in providing contemporary pricing, strategies and methods to our clients.
Our value proposition:
- We love what we do
- Client-centric approach
- Empathy and compassion
- Alternative fee arrangments
- Your growth
- Contemporary methods
- Technology-driven (Still learning)
- Pre-litigation advisory (we will try our best to save you from tedious court process)
- A coffee/lunch*/video call (for now) with you and make valuable relations
What we do-
Civil and commercial litigation- Dispute resolution.
Real Estate Law- we deal in both commercial and residential real estate transactions.
Business Law- Agreements, asset sale and purchase, acquisitions, intellectual property rights, start up advisory.
Alternative fee arrangements-
Flat fees- Yes, it is possible to do litigation on a flat-fee basis.
Capped - We charge hourly but cap the fees/hours to provide your certainty of cost.
Hourly- We will do it if you want us to do it.
Unbundled- We have the ability to unbundle the entire litigation process and charge you accordingly. Yes, once again, you will have the certainty of cost.
Click the link below and feel free to contact us to discuss your business, disputes, problems and most importantly you. Obviously, we do not charge for making friends.
- In post COVID era
Estate Planning and Administration Lawyer
Top Benefits
About the role
If you are passionate about helping individuals and families navigate some of life’s most important decisions and ready for your next leap, apply.
Sabio Law LLP is growing and looking for a dedicated Estate Planning and Administration Lawyer to join our team.
In this role, you’ll work closely with a diverse and engaged client base to create personalized, tax-efficient estate plans that reflect their values and goals. From wills and trusts to incapacity planning and probate, you’ll provide comprehensive legal advice and build strong client relationships.
Your responsibilities will include:
• Meet with clients to understand their goals for asset distribution, health care directives, and overall estate and
incapacity planning.
• Provide clear, concise legal advice on available options and their implications.
• Conduct in-depth legal research to stay updated on relevant estate planning, incapacity, and estate administration laws and regulations.
• Draft and review customized estate planning documents tailored to the needs of individuals and families.
• Collaborate with financial advisors, tax professionals, and family members to create comprehensive, tax- efficient estate plans.
• Assist clients in identifying and designating appropriate beneficiaries.
• Support clients in establishing and managing trusts, including revocable living trusts and irrevocable trusts.
• Oversee estate administration processes, including preparing and submitting probate applications.
• Guide clients through the probate court process and address related legal requirements.
• Advise fiduciaries and beneficiaries on their legal rights and responsibilities.
• Ensure all deadlines, legal requirements, and record-keeping obligations are met during estate administration.
• Assist with estate management tasks such as collecting insurance proceeds, settling debts and taxes, and distributing remaining assets.
• Ensure compliance with the Law Society of Ontario's rules and best practices for client service and file management.
• Perform additional client advisory, management, and executional responsibilities as needed.
This is an opportunity to be part of a collaborative, very experienced legal team committed to excellence and client care.
Requirements and skills
• A licensed member in standing with the Law Society of Ontario.
• 3+ years of experience.
• Strong written communications skills.
Benefits-
• On-site parking
• Commission pay
• Paid Time Off
About Sabio Law LLP
We are built on core value to understand our clients and their needs. We believe in customized solutions and find value in knowing about you and your business. Our lawyers take pride in providing contemporary pricing, strategies and methods to our clients.
Our value proposition:
- We love what we do
- Client-centric approach
- Empathy and compassion
- Alternative fee arrangments
- Your growth
- Contemporary methods
- Technology-driven (Still learning)
- Pre-litigation advisory (we will try our best to save you from tedious court process)
- A coffee/lunch*/video call (for now) with you and make valuable relations
What we do-
Civil and commercial litigation- Dispute resolution.
Real Estate Law- we deal in both commercial and residential real estate transactions.
Business Law- Agreements, asset sale and purchase, acquisitions, intellectual property rights, start up advisory.
Alternative fee arrangements-
Flat fees- Yes, it is possible to do litigation on a flat-fee basis.
Capped - We charge hourly but cap the fees/hours to provide your certainty of cost.
Hourly- We will do it if you want us to do it.
Unbundled- We have the ability to unbundle the entire litigation process and charge you accordingly. Yes, once again, you will have the certainty of cost.
Click the link below and feel free to contact us to discuss your business, disputes, problems and most importantly you. Obviously, we do not charge for making friends.
- In post COVID era