Senior Legal Assistant - Wills, Trusts and Estates

Job Description

<h3>Job Description</h3><p>Job Description<p><p><p>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.</p><p></p><p><strong>JOB SUMMARY</strong></p><p></p><p>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.</p><p></p><p><strong>JOB RESPONSIBILITIES</strong></p><p></p><ul><li> Provide legal administrative support to lawyers, including but not limited to, opening, preparing and organizing files and drafting correspondence</li><li> Deal with clients directly to obtain information and answer any client queries</li><li> Prepare, draft and manage legal documentation including, but not limited to, preliminary drafting of wills and other estate planning documents, reporting letters, ensuring accuracy </li><li> 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 <span >executor/administrator</span> statement of accounts</li><li> Liaise with lawyers on file progress, identifying risks and/or red flags</li><li> Obtain, sort, file and verify documents for completion</li><li> Handle estate planning cold calls</li><li> Conduct wills searches, tax, land title and other legal searches </li><li> Transcribe dictation</li><li> Attend on witnessing execution of Wills </li><li> Handle accounts receivables by following-up with clients on outstanding invoices, cheques and debt collections</li><li> Manage calendar to schedule meetings and appointments with legal team and clients</li><li> Manage electronic and paper client files, ensuring up-to-date client information in system</li></ul><p></p><p><strong>REQUIRED EXPERIENCE AND CREDENTIALS</strong></p><p></p><ul><li>Minimum of 5+ years of experience in a legal administrative capacity in estate planning and estate administration</li><li>Working towards or completion of a recognized legal assistant program or equivalent experience and training</li><li>Strong technical skills and proficiency with Microsoft Office Suite products including Excel, Word, and Outlook </li><li>Previous experience with legal software and programs such as Soluno/PC Law, BC Online, and Land Title and Survey Authority (LTSA) </li></ul></p></p></p>