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Peel Region | 5 + Years

Your responsibilities will include those necessary in providing legal and administrative support for our clients Wills and Estates Department, including, but not limited to all tasks relating to the administration of a deceased person’s estate, including:

• preparing an inventory of assets
• settling debts
• completing all documents relevant to an Application for a Certificate of Appointment of Estate Trustee, With or Without a Will
• preparing letters and reports  to client, beneficiaries and 3rd parties such as financial institutions, accountants and insurance companies
• preparing transmission documents and  transferring and collecting estate assets
• dealing with an estate accounting, calculating executor/trustee compensation
• passing of accounts
• assistance to an attorney for property with the management of an incapable person’s affairs
• preparing Releases, Receipts and Acknowledgements
• meeting with and communicating with clients
• preparing reports and invoices
• diarizing limitation dates
• scheduling appointments; dealing with walk in inquiries and cold calls
• photocopying/faxing/binding
• opening and closing files
• preparing and maintaining department precedents; and maintaining will vault and large data base relating to privileged and confidential legal documents

For more information or to submit your resume to kgauthier@zsa.ca reference #32946