Experienced Estates & Wills Clerk (St. Catharines)

Experienced Estates & Wills Clerk (St. Catharines)

14 Oct
|
Sgambelluri Law
|
St. Catharines

14 Oct

Sgambelluri Law

St. Catharines

JOIN SGAMBELLURI LAW

Niagara Region, Ontario | Full-Time | January 2027

Sgambelluri Law is a new, modern boutique law firm serving clients throughout the Niagara Region. We are building a professional, personable and client-focused practice that values excellent legal work, strong relationships and a positive workplace culture.

We are currently seeking an experienced Estates & Wills Clerk to join our team beginning in January 2027.

The Opportunity

This position will be predominantly focused on Estates, with responsibility for assisting with the administration of estates from start to finish as well as assisting with Will drafting. The successful candidate will have strong practical experience in estate administration and be comfortable working independently while also working closely with the lawyer and clients.

Experience with estate accounting is particularly significant for this role. The successful candidate should have a strong understanding of how to prepare, organize and reconcile estate accounts and supporting documentation.

Key Responsibilities

- Assisting with the administration of estates from initial engagement through completion
- Preparing and organizing estate administration documentation
- Preparing applications for Certificates of Appointment of Estate Trustee and related documentation
- Communicating with beneficiaries, financial institutions, government agencies and other professionals
- Preparing and maintaining detailed estate accounting records
- Preparing formal estate accounts
- Assisting with passing of accounts where required
- Preparing and organizing Wills and Powers of Attorney
- Providing general clerical and administrative support relating to Estates and Wills

Qualifications & Experience

The ideal candidate will have:

- Several years of experience working as an Estates/Will Clerk in an Ontario law firm




- Strong practical knowledge of Ontario estate administration
- Demonstrated experience preparing estate accounts/accountings
- Experience with Certificates of Appointment of Estate Trustee and related estate procedures
- Experience preparing Wills and Powers of Attorney is an asset
- Excellent organizational and time-management skills
- Strong attention to detail and accuracy
- Excellent written and verbal communication skills
- The ability to work independently and take ownership of files
- Professional judgment and discretion when dealing with sensitive client and estate information
- Strong computer and legal software skills

Who We Are Looking For

We are looking for someone who is experienced, organized, reliable and confident in estate administration.

This is an opportunity to become an important part of a new boutique practice rather than simply filling a traditional clerical role. The successful candidate will have the opportunity to help establish efficient systems and processes as Sgambelluri Law grows.

We value people who take pride in their work, treat clients with respect and bring a positive, professional attitude to the workplace.

Compensation

Salary will be competitive and commensurate with experience and qualifications.

The position is expected to commence in January 2027, with the exact start date to be discussed with the successful candidate.

Interested candidates are invited to submit:

- A current résumé/CV
- References, preferably including references from previous legal employers

Applications should be directed to:

Attention: Lana Sgambelluri
Sgambelluri Law

[email protected]

We thank all applicants for their interest. Only candidates selected for an interview will be contacted.

Expected hours: No more than 40.0 per week

Work Location: Hybrid remote in St. Catharines, ON L2R 3J9

📌 Experienced Estates & Wills Clerk (St. Catharines)
🏢 Sgambelluri Law
📍 St. Catharines

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