Lawyer

Job summary

Review clients’ preparation forms, prepare estate documents using established templates, and explain each document during scheduled appointments. Ensure documents are properly signed and witnessed, and that clients leave with legally complete estate planning documents.

Job details

Company Description Wills Made Easy is a Canadian estate planning platform that makes getting your affairs in order simple, affordable, and fast. We connect Canadians with licensed legal professionals for flat-fee estate document preparation. No hourly billing, no surprise costs, no legwork. Clients book online in minutes, complete a short preparation form, then meet with a lawyer for one appointment and walk out with everything signed, witnessed, and complete: a Will, Power of Attorney, Healthcare Directive, and Guardian Appointment. Estate planning has a reputation for being complicated, expensive, and easy to put off. We're changing that one hour at a time. With a growing network of partner lawyers, we're making professional estate planning accessible to families across the country. One hour. Four documents. Everything signed and complete. Learn more at willsmadeeasy.ca. Role Description As a Wills Made Easy partner lawyer, you provide professional, client-focused estate document preparation on a flexible, appointment-based schedule. Clients come to you through our platform already booked, prepared, and ready to complete their documents. In a typical appointment, you review the client's preparation form, prepare their documents using our established templates, and walk them through each one so they understand what they're signing. Each appointment covers up to four documents: a Will, Power of Attorney, Healthcare Directive, and Guardian Appointment. The goal is simple: every client leaves with everything signed, witnessed, and legally complete- confident and at ease. This role fits well at any stage of a legal career. Newer lawyers use it to build client experience and steady income without business development overhead. Experienced practitioners use it to scale back hours, ease toward retirement, or keep serving clients on their own terms. You control your availability; we handle the client flow, booking, and preparation materials. Qualifications Licensed lawyer in good standing with a provincial law society (Alberta, BC, Ontario, Nova Scotia, Manitoba, Saskatchewan, New Brunswick, PEI, or Newfoundland and Labrador) Experience in wills and estate planning, or a strong willingness to learn with our templates and training Comfortable working with templated documents and a defined preparation workflow Strong Communication skills — able to maintain excellent reviews from clients. Strong attention to detail and commitment to formal execution requirements (witnessing, signing, capacity) Professional liability insurance as required by your law society Reliable availability for scheduled client appointments Comfortable using our online platform for booking details and client preparation forms (basic tech fluency)

What you’ll do

Review clients’ preparation forms, prepare estate documents using established templates, and explain each document during scheduled appointments. Ensure documents are properly signed and witnessed, and that clients leave with legally complete estate planning documents.

Requirements

Applicants must be licensed and in good standing with a provincial law society in one of the listed Canadian provinces, and have estate planning experience or a strong willingness to learn. They must be comfortable with templated workflows, communicate effectively, pay close attention to execution requirements, maintain required professional liability insurance, and use the online platform.

Listed skills

• Customer service · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wills And Estate Planning
• Legal Document Preparation
• Client Communication
• Attention To Detail
• Witnessing And Signing Requirements
• Capacity Assessment
• Client Service
• Use Of Document Templates
• Appointment Management
• Online Platform Proficiency

Job areas

• Legal
• Customer Service & Support