
Estate Planning Coordinator
1 day ago
This is an exciting opportunity to work collaboratively with experienced professionals in the Wills & Estates team.
Key Responsibilities
- Assisting with all aspects of Wills and Estates, including preparation of Wills, EPOA's and associated estate planning documents.
- Providing administrative support through word processing/typing and collating correspondence and other documents.
- Digital dictation may be required.
- Attending to file opening, preparing costs letters, attending to archiving of files once completed.
- Generating trust receipts and office cheques as necessary.
- Effectively managing and maintaining calendars, monitoring client timeframes and providing reminders as necessary.
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Estate Planning Specialist
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Wills and Estate Planning Consultant
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