Estates Administrator Law Clerk
ZSA
- Vancouver, BC
- Permanent
- Full-time
- 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