Senior Legal Assistant - Wills, Trusts and Estates

Our client is a boutique legal practice located in Surrey / White Rock area. They are looking for a Senior Legal Assistant, Wills, Trusts and Estates.

JOB SUMMARY

The Senior Legal Assistant, Wills, Trusts & Estates provides full-scope legal administrative functions and duties to support the Estate Planning practice area, ensuring the successful completion of all tasks in a fast-paced environment.

JOB RESPONSIBILITIES

• Provide legal administrative support to lawyers, including but not limited to, opening, preparing and organizing files and drafting correspondence
• Deal with clients directly to obtain information and answer any client queries
• Prepare, draft and manage legal documentation including, but not limited to, preliminary drafting of wills and other estate planning documents, reporting letters, ensuring accuracy
• Draft and prepare legal documentation related to estates including but not limited to probate and estate administration documents, resealing applications, notice to creditors, and estate distribution documentation including the executor/administrator statement of accounts
• Liaise with lawyers on file progress, identifying risks and/or red flags
• Obtain, sort, file and verify documents for completion
• Handle estate planning cold calls
• Conduct wills searches, tax, land title and other legal searches
• Transcribe dictation
• Attend on witnessing execution of Wills
• Handle accounts receivables by following-up with clients on outstanding invoices, cheques and debt collections
• Manage calendar to schedule meetings and appointments with legal team and clients
• Manage electronic and paper client files, ensuring up-to-date client information in system

REQUIRED EXPERIENCE AND CREDENTIALS

• Minimum of 5+ years of experience in a legal administrative capacity in estate planning and estate administration
• Working towards or completion of a recognized legal assistant program or equivalent experience and training
• Strong technical skills and proficiency with Microsoft Office Suite products including Excel, Word, and Outlook
• Previous experience with legal software and programs such as Soluno/PC Law, BC Online, and Land Title and Survey Authority (LTSA)