Senior Legal Assistant - Wills, Trusts and Estates Job at Targeted Talent, Delta County, MI

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  • Targeted Talent
  • Delta County, MI

Job Description

Job Description

Job Description

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)

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