Senior Law Clerk - Wills and Estates

Job summary

The role involves drafting estate planning documents and managing estate administration files, including applications and tax returns. The clerk will also serve as a primary client contact and manage deadlines using PracticePanther.

Job details

WILLS & ESTATES SENIOR LAW CLERK The Opportunity Laredo Law Professional Corporation is a highly regarded boutique firm specializing in Estate Planning and Estate Administration. As we enter an exciting period of growth, we’re looking for an experienced Wills & Estates Senior Law Clerk who wants to become an important part of the firm and build a long-term career with us. This is an opportunity for an accomplished clerk who enjoys meaningful responsibility, takes pride in excellent work and wants the opportunity to grow professionally as the practice expands. What You’ll Be Doing • Estate Planning - drafting Wills, Trusts and Powers of Attorney; attending client meetings; managing execution and returning original documents to clients • Estate Administration - preparing Estate Trustee applications, Estate accounts and Estate Information Returns; corresponding with financial institutions, CRA and beneficiaries • Client & Office Support - serving as a first point of contact for clients, managing files and deadlines, and supporting practice management in PracticePanther You’ll have meaningful responsibility for your files - anticipating next steps, solving problems and keeping matters moving while knowing when lawyer input is required. What We’re Looking For • 5+ years of hands-on experience as a Wills & Estates Law Clerk • Strong working knowledge of Wills, Estates and Trust Law • Demonstrated experience independently managing estate planning and administration files from opening through completion • Exemplary time-management and organizational skills, with the ability to prioritize effectively and manage multiple files and deadlines • Strong attention to detail and consistently high-quality work • Sound judgment, initiative and a positive, solutions-oriented approach • Excellent written and verbal communication skills and a professional, empathetic approach with clients • Proficiency with Microsoft Office, Outlook and practice management software; PracticePanther experience is an asset Why Laredo Law We’re a boutique firm by design; small enough that your contribution is visible and valued, yet established enough to offer meaningful, sophisticated work. You’ll have the autonomy expected of a Senior Law Clerk within a collegial team that values excellence, sound judgment, and collaboration. With plans to grow the practice substantially in the coming years, the right person will have the opportunity to take on greater responsibility and play a meaningful role in the firm’s future. Compensation & Benefits • Salary range of $80,000–$88,000, commensurate with experience • Benefits eligibility after three months of employment • Full-time, in-person position in Midtown Toronto How to Apply Please submit a cover letter and résumé outlining your Wills & Estates Law Clerk experience and the types of files you have managed independently.

What you’ll do

The role involves drafting estate planning documents and managing estate administration files, including applications and tax returns. The clerk will also serve as a primary client contact and manage deadlines using PracticePanther.

Requirements

Candidates must have over 5 years of hands-on experience as a Wills & Estates Law Clerk with strong knowledge of trust law. Proficiency in Microsoft Office and experience independently managing files from opening to completion are required.

Benefits

• Benefits eligibility after three months of employment

Listed skills

• Time management · Preferred
• Microsoft Office · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Estate Planning
• Estate Administration
• Drafting Wills
• Drafting Trusts
• Powers Of Attorney
• Estate Trustee Applications
• Estate Accounts
• Estate Information Returns
• PracticePanther
• Microsoft Office
• Outlook
• Time Management
• Organizational Skills
• Client Communication
• File Management

Job areas

• Legal
• Administrative