Wills & Estates Paralegal – Job #5116
Our client, one of Surrey’s most established and highly reputable law firms is looking for a top-notch Wills & Estates Paralegal.
KEY RESPONSIBILITIES
Wills, Trusts, and Estate Planning
- Draft and prepare Wills, Powers of Attorney, Representation Agreements, and family trusts in accordance with applicable legislation
- Draft and prepare documents relating to family, alter ego, joint spousal, disability and Pecore trusts, along with all associated documents
- Prepare and manage committee-ship applications
- Review client instructions and ensure accurate implementation in estate planning documents
- Coordinate execution and witnessing of estate planning documents
- Maintain and organize estate planning files and precedents
Estate Administration
- Prepare and file Probate and Administration applications and supporting documentation
- Assist with estate administration, including asset identification and valuation
- Awareness of the process for resealing applications required
- Liaise with beneficiaries, executors, financial institutions, trust companies, funeral homes, accountants, realtors, the Public Guardian and Trustee of BC’s office and court registries
- Prepare Executor’s Accounts and related reporting, and manage the file to final distribution
PREFERRED QUALIFICATIONS AND SKILLS
- Paralegal diploma or certificate
- Minimum 7-9 years of experience in Wills, Estates and Corporate law in a law firm or professional services environment
- In-depth knowledge of estate planning and probate procedures
- Some knowledge of corporate and real estate practices as they relate to estates an asset
- Experience working directly with clients on sensitive and confidential matters
- Strong attention to detail and accuracy
- Proficient in Microsoft Office, Adobe PDF, FileSite/iManage DMS, and Elite 3E accounting software (preferred)
- Excellent written and verbal communication skills
- Proven ability to multitask and prioritize work
- Ability to work independently and conduct files from start to finish
While we thank all those who apply for their time, only those who are short-listed will be contacted due to the high volume of resumes received.