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. Solid 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.
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📌 Senior Estate Planning Legal Assistant (Toronto)
🏢 Minted Search Group
📍 Toronto
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