Apply estate planning expertise to complex wills, family trusts, and administration matters while supporting lawyers with accurate legal documentation. Manage priorities confidently.
This Legal Assistant role serves a busy Tax and Estates practice with responsibilities spanning estate planning and corporate reorganizations. You will organize client files, prepare reports, manage time-sensitive documents, and maintain systems for important dates. Robust communication supports clients, vendors, and lawyers.
Key Responsibilities: Draft correspondence and documents for wills and family trusts
Support estate administration and corporate reorganization reporting
Open, organize, manage, and close client files
Maintain tickler systems for key task dates
Coordinate appointments and provide daily calendar briefings
Requirements: At least five years’ experience in law or professional services
Preferred background in Tax and Estates practices
Recognized community college Legal Assistant program completion
Working knowledge of Closing Folders, MinuteBox, and Carpe Diem
Accuracy, discretion, judgment, and strong time management skills
Support estate planning lawyers through meticulous drafting, reporting, scheduling, file administration, and deadline-focused task management.