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Estate Administration Legal Assistant
Sharon Wilcox Legal Staff Solutions —Victoria, BC
- Full-time

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Estate Administration Legal Assistant

Sharon Wilcox Legal Staff Solutions
Victoria, BC

Apply Now

Job details

Permanent | Full-time

Full job description

Our law firm client is a general practice law firm located a short 20-minute drive from Victoria, on Vancouver Island. They are committed to providing quality legal services that meet their clients’ needs. They have over 40 years of combined experience providing excellent, timely and cost-effective legal services. On behalf of our client, we are seeking an experienced Estate Administration Legal Assistant with intermediate to senior experience for a full-time permanent position. Candidates would be conversant with the following estate administration tasks:

Manage all aspects of estate administration files from intake through to clearance and final payout
Responding to telephone, email and in-person queries from the public regarding estates
Meeting with executors to discuss estate matters and probate process
Drafting Notices, Renunciations, Consents and Bank Authorizations, as required, and obtain signatures from various parties
Conducting title, corporate and will searches
Obtaining court-certified copies of foreign grants
Communicating with financial institutions, government agencies, debt collectors, landlords, tenants, relatives, service and utility providers
Researching to find missing testate or intestate beneficiaries
Drafting correspondence to testate and intestate beneficiaries
Drafting correspondence and communicating with legal counsel for parties related to estates
Requesting and reviewing information to assist in determining estate assets
Returning deceased’s personal identification to issuing bodies
Requesting credit information from credit bureaus
Communicating with the Public Guardian and Trustee’s office for minor or adult disabled individuals
Requesting payouts for mortgages, liens or debts generally
Drafting probate documents
Drafting documents for additional applications (such as waiving notice)
Communicating with Registry staff, and paying probate fees
Preparing notarized copies of Grant and forwarding to accountants and financial institutions
Invoicing estate files and follow up on collections
Preparing packages for financial institutions and receiving funds to trust
Drafting Interim and Final Estate/Trust Accounting, Releases and correspondence for distributions
Preparing various death benefit and transfer documents
Working with accountants and executors to ensure all necessary tax returns and Clearance Certificates are finalized prior to final estate distribution

Please apply online in confidence or contact our office for a confidential conversation about this opportunity.

Apply Now

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