Charlottetown Estates & Trusts Paralegal
McInnes Cooper
Charlottetown, PE
Closed
Job Details:
Bring your expertise, passion for client service, and collaborative mindset to a team that values excellence, growth, and innovation. This is an opportunity to work in a dynamic environment where no two days are the same, and your work makes a meaningful impact.
McInnes Cooper seeks an experienced and empathetic Estates & Trusts Paralegal to join our team in our Charlottetown office in a full-time permanent position. This role supports a busy and well-established Estates and Trusts practice and plays a key role in delivering high-quality legal services to clients during important and often sensitive life moments.
As an Estates & Trusts Paralegal, you will be responsible for:
- Preparing and filing Prince Edward Island Supreme Court - Estates Section applications
- Assisting executors with estate assets such as transfer of securities, real estate and other assets
- Supporting estate and trust administration matters including estate accounting procedures relating to estate administration
- Drafting regional estate planning and trust documentation using existing document automation software and precedents
- Managing original estate planning documents and inventories, reporting, and document retrieval requests
- Taking ownership of a high volume of estate and trust files, ensuring deadlines and court requirements are met
- Maintaining accurate files, tracking systems, correspondence, and time entries
- Communicating professionally and empathetically with clients and external stakeholders
- Liaising with courts, financial institutions, advisors, and other third parties.
- Maintaining precedents, monitoring legislative changes, and contributing to continuous improvement initiatives
- Contributing positively to a collaborative, high performing team culture!
The successful candidate will possess the following skill set:
- Legal Assistant or Paralegal diploma; however, we recognize that historical and systemic barriers have shaped and limited access to traditional education, training, and employment pathways. Therefore, we welcome applicants with a combination of skills, knowledge, and lived experience.
- A minimum of three (3) years' experience as a Legal Assistant or Paralegal, ideally in Estate Administration and estate planning drafting with the ability to manage files independently.
- Working knowledge of probate processes and court filings
- Working knowledge of estate planning drafting
- Exceptional technology skills, with proficiency in all aspects of Microsoft Office and a genuine interest in keeping up to date with the newest technology.
- Excel in a demanding, fast-paced team environment, be highly detail-oriented, and flexible to changing priorities.
- Exceptional communication skills, a special focus on client service, and the highest degree of professionalism.
- A positive attitude with the confidence to work independently while collaborating effectively with a team.
Our team members have access to:
- Defined-benefit pension plan.
- Firm-paid health and dental benefits.
- Health spending account.
- Personal spending account (wellness).
- Commuting allowance.
- Time for you:
- Including vacation, personal and sick days.
- Balancing life:
- Work from home / Flex work options available for many team members.
- A strong commitment to learning, mentorship, and ongoing professional development.
- Our Team - we can't say enough about our people! You will be part of a collaborative, collegial, respectful, and caring team.
- The ability to participate in a variety of committees including Collective Social Responsibility, Wellness, BiPOC, Pride@MC, AccessMC, Special Events and more!
McInnes Cooper is committed to building an environment that is diverse and inclusive, representative of the communities in which we serve. We welcome and encourage applications from persons who identify as racially visible, Indigenous, persons with disabilities, women in underrepresented roles, and members of the 2SLGBTQIA+ community. Applicants from these equity groups may self-identify through our online application process.
As part of the recruitment process, MC will provide accommodation(s) to candidates with disabilities. If you require an accommodation(s) to participate in the recruitment process with us, please contact Tracey Olson at [email protected] or 902-368-8473.
