Wills Clerk

We are currently seeking a full time Wills Clerk. The job entails:

- Drafting Wills and Powers of Attorney;
- Organising and attending meetings for execution;
- Managing advertising for creditors;
- Preparing Estate Trustee/guardian/attorney accounts: all in court passing form;
- Assisting in assembling information on assets and liabilities for estate administration purposes, including correspondence with financial institutions, CRA, executors, beneficiaries, and others;
- Preparing releases, receipts, directions and other documents routinely used in estate administrations;
- Managing on-going record keeping and preparing timelines and task lists for estate administrations;
- Coordinating, scheduling of court dates and other procedural matters with estates courts;
- Managing and/or assisting with the organisation and maintenance of the Wills Storage and addressing all requests pertaining to storing or retrieving Wills and other estate planning documents;
- Preparing Estate Information Returns;
- Communicating with banks, investment advisors, accountants and others in the administration of Estates;
- Engaging in file management (e.g. opening files, file reviews and etc.);
- Contacting clients and opposing counsel for scheduling and information gathering;
- General administrative duties, including but not limited to scanning, filing, printing, photocopying, scheduling appointments, performing administrative duties with respect to opening and closing files, etc.)
- Welcoming clients, answering the telephone, routing callers, taking messages and providing routine information to callers;
- Other duties as assigned.

If you have experience of this, we look forward to having sight of your CV for our consideration.

Pay: £28,000.00-£30,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person