Legal Assistant, Wills & Estates

Our client is recruiting for a Legal Assistant to join their Estates and Trusts group, who will contribute to the overall excellent level of service provided to our clients. The ideal candidate should be someone who takes pride in their work, is detail oriented, reliable, highly organized and has the ability to handle multiple priorities. This is a good position for someone with a strong administrative background and has a keen interest in Wills, Estates and Trusts.

Responsibilities:

• With another assistant, review and finalize estate planning documents including Wills, Powers of Attorney, Trusts and reporting documentation
• Schedule virtual and in-person meetings directly with clients and other advisors and maintain schedule
• Attend as a second witness for execution of Wills and Powers of Attorney (virtual and in-person)
• Prepare estate briefs and reports in hard copy and electronic format
• Scan, file and e-file a...