Paralegal

Job summary

Manage Wills and Estates files, communicate with clients and institutions, and prepare estate planning documents, probate applications, and estate administration materials. Handle file opening, closing, billing, scheduling, document execution and storage, and contribute to precedents and checklists.

Job details

Our valued client, a well-established boutique national law firm, is looking for an experienced Law Clerk to join its Calgary office and support its Wills & Estates practice. This is an excellent opportunity for an experienced Wills & Estates professional who enjoys managing files with a high degree of independence, working directly with clients, and being part of a collaborative and professional team. Responsibilities The successful candidate will be responsible for: Opening, closing and billing files Managing calendars for intake calls, conferences and general meetings as required Liaising directly with clients to obtain pertinent information for estate planning and wills Preparing first drafts of estate planning documents for Alberta, Ontario and British Columbia Revising estate planning documents in accordance with client instructions Preparing for and witnessing Will signings Scanning, saving and providing copies of executed documents Preparing reporting letters and handling post-execution matters Maintaining lawyer emails and client files electronically Corresponding with banks and other institutions to collect information for estate administration matters Preparing probate applications Preparing documents required for the administration of estates, including releases, consents and indemnities Maintaining organized electronic client files and hard-copy files when required Updating and maintaining the inventory of the Wills vault Assisting with the creation and maintenance of precedents for estate planning documents and estate administration checklists Assisting with overflow clerk work for other practice areas as required Qualifications The ideal candidate will bring: Law Clerk certification from a recognized college or university 5–7 years of experience in Wills & Estates preferred Strong experience with estate planning and estate administration matters The ability to build positive working relationships with lawyers and staff, both in person and remotely Superior organizational and time-management skills Excellent attention to detail and reading comprehension Strong verbal and written communication skills A proactive, reliable and independent approach to work A high level of professionalism, confidentiality and discretion The ability to work effectively under pressure, manage competing priorities and meet deadlines Strong knowledge of Microsoft Office, including Outlook, Word and Excel, as well as Adobe Acrobat Experience with Clio and NetDocuments would be considered an asset About Our Client Our valued client is a boutique national law firm with offices in Calgary, Toronto and Vancouver. The firm has a business-focused clientele and practices primarily in the areas of Tax, Corporate, Estate & Trust, and Family Law. The firm offers a collaborative and professional environment where talented individuals are given the opportunity to take ownership of their work, contribute to the team and grow their careers. Interested in learning more? Please apply through this posting or contact Shona Tischner at shona@urbanlegal.ca for a confidential conversation. At Urban Legal Recruitment, we handle every application with complete discretion and confidentiality. We appreciate all interest; however, only those selected for an interview will be contacted.

What you’ll do

Manage Wills and Estates files, communicate with clients and institutions, and prepare estate planning documents, probate applications, and estate administration materials. Handle file opening, closing, billing, scheduling, document execution and storage, and contribute to precedents and checklists.

Requirements

A Law Clerk certification and preferably 5–7 years of Wills and Estates experience are sought, with strong knowledge of estate planning and administration. The candidate should be organized, detail-oriented, professional, discreet, able to manage competing priorities, and proficient with Microsoft Office and Adobe Acrobat; Clio and NetDocuments experience is an asset.

Listed skills

• Attention to detail · Preferred
• Time management · Preferred
• Microsoft Office · Preferred
• Microsoft Outlook · Preferred
• Microsoft Word · Preferred
• Microsoft Excel · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wills And Estates
• Estate Planning
• Estate Administration
• Preparing Probate Applications
• Drafting Legal Documents
• Client Communication
• File Management
• Calendar Management
• Document Management
• Attention To Detail
• Time Management
• Confidentiality
• Microsoft Office
• Outlook
• Word
• Excel

Job areas

• Legal
• Administrative

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