We are seeking a highly organized and experienced Wills and Estates Law Clerk to join our growing legal team. The ideal candidate has 5+ years of specialized experience in Ontario estate planning and administration. You will independently manage files from initial intake through to final distribution and reporting, demonstrating a deep understanding of relevant Ontario statutes, court procedures, and probate rules.

Key ResponsibilitiesEstate Planning

- Draft legal documents including complex Wills, Mirror Wills, Codicils, and Powers of Attorney (for Personal Care and Continuing Property) under lawyer direction.
- Conduct intake to gather comprehensive asset, liability, and family energetic information from clients.
- Manage the Wills Vault including organizing, logging, retrieving, and auditing physical and digital estate files.

Estate Administration & Probate

- Prepare court applications for Certificates of Appointment of Estate Trustee (with or without a Will), supporting affidavits, and mandatory court forms.
- Calculate estate values and prepare the Ontario Estate Information Return (EIR) within statutory deadlines.
- Liaise with external entities including the Ontario Estates Court, financial institutions,



the Canada Revenue Agency (CRA), accountants, and asset evaluators.

Qualifications & Skills

- Education: Law Clerk Diploma from an accredited Ontario college, or an Institute of Law Clerks of Ontario (ILCO) Certification.
- Experience: Minimum of 5 years of dedicated experience running estate files in Ontario.
- Legal Knowledge: Strong working knowledge of Ontario estate legislation, including the Succession Law Reform Act (SLRA), Estates Act, Substitute Decisions Act (SDA), and the Rules of Civil Procedure.
- Software Proficiency: Hands-on experience with estate software such as Estate-a-Base, Will Builder, or Tracker, alongside core programs like Teraview, PC Law/Soluno, and MS Office.
- Soft Skills: Exceptional attention to detail, emotional intelligence when handling grieving clients, and the autonomy to hit the ground running with minimal supervision.

What We Offer

- Competitive annual salary range commensurate with experience.
- Health, dental, and vision benefits plan.

Expected hours: 35.0 per week

Benefits:

- Dental care
- Extended health care
- On-site parking

Work Location: In person

📌 Wills and Estates Clerk (Burlington)
🏢 CRS Law Collective
📍 Burlington