Role Overview
Targeted Talent is hiring a Senior Legal Assistant - Wills, Trusts and Estates. This is a full-time role in CA. posted 3 days ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.
Resume Keywords to Include
Make sure these keywords appear in your resume to improve ATS scoring
Sign up free to auto-tailor your resume with all these keywords and get a higher ATS score
Job Description
Overview
Our client is a boutique legal practice located in Surrey / White Rock area. They are looking for a Senior Legal Assistant, Wills, Trusts and Estates.
JOB SUMMARY
The Senior Legal Assistant, Wills, Trusts & Estates provides full-scope legal administrative functions and duties to support the Estate Planning practice area, ensuring the successful completion of all tasks in a fast-paced environment.
JOB RESPONSIBILITIES
- Provide legal administrative support to lawyers, including but not limited to, opening, preparing and organizing files and drafting correspondence
- Deal with clients directly to obtain information and answer any client queries
- Prepare, draft and manage legal documentation including, but not limited to, preliminary drafting of wills and other estate planning documents, reporting letters, ensuring accuracy
- Draft and prepare legal documentation related to estates including but not limited to probate and estate administration documents, resealing applications, notice to creditors, and estate distribution documentation including the executor/administrator statement of accounts
- Liaise with lawyers on file progress, identifying risks and/or red flags
- Obtain, sort, file and verify documents for completion
- Handle estate planning cold calls
- Conduct wills searches, tax, land title and other legal searches
- Transcribe dictation
- Attend on witnessing execution of Wills
- Handle accounts receivables by following-up with clients on outstanding invoices, cheques and debt collections
- Manage calendar to schedule meetings and appointments with legal team and clients
- Manage electronic and paper client files, ensuring up-to-date client information in system
REQUIRED EXPERIENCE AND CREDENTIALS
- Minimum of 5+ years of experience in a legal administrative capacity in estate planning and estate administration
- Working towards or completion of a recognized legal assistant program or equivalent experience and training
- Strong technical skills and proficiency with Microsoft Office Suite products including Excel, Word, and Outlook
- Previous experience with legal software and programs such as Soluno/PC Law, BC Online, and Land Title and Survey Authority (LTSA)
#J-18808-Ljbffr
Frequently Asked Questions
How do I apply for the Senior Legal Assistant - Wills, Trusts and Estates position at Targeted Talent?
Use the Apply button above to submit your application directly to Targeted Talent. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Where is the Senior Legal Assistant - Wills, Trusts and Estates position at Targeted Talent located?
This position is based in CA. Targeted Talent has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.
What does a Senior Legal Assistant - Wills, Trusts and Estates at Targeted Talent earn?
Targeted Talent has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.
When was the Senior Legal Assistant - Wills, Trusts and Estates role at Targeted Talent posted?
This role was posted on June 5, 2026 (3 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
How much experience does the Senior Legal Assistant - Wills, Trusts and Estates role at Targeted Talent require?
This is a senior-level position. Most senior roles call for 5+ years of directly relevant experience. Targeted Talent lists their specific requirements in the description below, so review the must-have qualifications closely before applying.
AI-powered job search
Get every job scored to your resume
Upload your resume and get jobs ranked, your resume tailored, and employee contacts found automatically.
Get Started FreeNo credit card to start