Our firm has an immediate opening for an Estates Law Clerk to join our busy Wills & Estates Department. This position will require a self-starter with the ability to manage multiple tasks and adapt to changing priorities. The successful candidate will have a minimum of 5 years relevant experience, including experience in dealing with estate administration matters with minimal supervision, and will demonstrate a strong client service approach.
Summary of Duties and Responsibilities:
- Organize and manage estate administration files, which includes the following:
- Prepare court documents for Certificate of Appointment of Estate Trustee applications and related estate administration documents;
- Conduct and report on wills notices, creditor and other searches;
- Maintain and supervise the ongoing administration of estates and trusts;
- Assist executors and trustees in the administration of estates and trusts, including the payment of debts and taxes, as well as the distribution of estate assets;
- Monitor estate administrations and flag potential issues for the solicitor in charge;
- Maintain direct communication and correspondence with clients, government ministries and/or agencies, financial institutions, and other third parties; and
- Draft correspondence and various estate documents;
- Review estate accounts prepared by external providers;
- Prepare court documents for applications to pass accounts of estate trustees, attorneys and guardians of property and of trustees;
- Assist litigation counsel in reviewing statements of account in contested proceedings;
- Participate in client meetings;
- Assist in the maintenance of our wills vault and manage progress charts related to ongoing and/or pending files; and
- Other duties as assigned.
- Minimum of 5 years’ relevant experience in a law firm setting;
- Experience in dealing with estate administration matters with minimal supervision;
- Law Clerk Diploma from a recognized post-secondary program;
- Institute of Law Clerks of Ontario Certified (ILCO) considered an asset;
- Certificate in Estate and Trust Administration (CETA) from STEP Canada considered an asset;
- Current working knowledge of estate related legislation, Superior Court of Justice Rules, and court probate practices and procedures;
- Demonstrated research and problem solving skills in determining solutions to resolve issues;
- Proven ability to build and maintain strong client relationships;
- Excellent organizational, communication and interpersonal skills;
- Ability to work independently and collaboratively within a team environment;
- Strong technical skills using Microsoft Office (Word, Excel, Outlook, and Calendar) and wills/estates software;
- Strong mathematical skills; and
- Ability to work efficiently and effectively under pressure while meeting multiple deadlines.
Fogler, Rubinoff LLP offers competitive salary and benefits and the opportunity to work part of your work week from home. We look forward to meeting the right career-minded candidate and having a long term relationship. In that regard, we are supportive of continued professional development and, in particular, STEP programs and education sessions. Interested candidates are invited to submit a detailed resume in confidence to firstname.lastname@example.org.
Fogler, Rubinoff LLP is an equal opportunity employer, committed to an inclusive and diverse workplace. We welcome applications from people with diverse backgrounds, identities, and cultures.
Fogler, Rubinoff LLP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
We thank all applicants for their interest, but only those candidates selected for an interview will be contacted.