Wills & Estates Law Clerk

Job Title: Wills & Estate Law Clerk

Department: Legal

Location: In-person (North York)

Job Type: Full-Time, Permanent

Salary: $50,000 annually

About Us

Bluestar Professional Services Inc. is an investment office operating across Canada and the United States. We acquire and operate small to medium-sized businesses with a long-term, value-driven approach focused on sustainable growth and meaningful outcomes for employees, clients, and investors.

Our businesses bring together legal, accounting, wealth management, and advisory expertise under one platform, creating a collaborative environment focused on simplifying complexity and delivering thoughtful, long-term solutions.

At Bluestar, we believe great businesses are built by great people. We foster a culture of collaboration, growth, excellence, and continuous learning , where individuals are supported, empowered to take initiative, and given opportunities to make a meaningful impact.

About the Role

Bluestar Professional Services Inc. is looking for a talented Wills & Estate Law Clerk to join our thriving team. Drawing on expertise and analytical reasoning, you will provide sophisticated and tailored legal advice and assistance, helping people with varying degrees of legal knowledge grasp complex concepts to make better-informed decisions.

The ideal candidate will be able to work independently as well as with a team. We’re looking for someone who is passionate, flexible, proactive, and detail-oriented and who relishes new challenges, organizational innovation, and the level of excellence we’re known for.

Key Responsibilities

• Prepare draft wills, powers of attorney and related estate planning documents under lawyer direction.
• Gather client information, confirm document completeness and follow up on outstanding documents.
• Prepare probate application materials, supporting affidavits and correspondence for lawyer review.
• Coordinate signing appointments and assist with document execution requirements. Assist with estate administration, including gathering assets and liability information, communicating with financial institutions and preparing beneficiary documentation\
• Maintain estate inventories and assist with estate accounting records, releases and distribution documentation.
• Track deadlines, outstanding documents and next steps, brining delays or concerns to the responsible lawyer’s attention.
• Collaborate with lawyers, legal assistants and paralegals on case strategy and client matters.
• Communicate with clients, executors, beneficiaries and third parties within the scope of the clerk’s work.
• Main organized electronic files, save substantive correspondence and documents client communications.
• Keep matter statuses, task list and docketing current in Cosmolex.
• Assist with reporting letters, billing, file closing and the secure handling of original documents.
• Safeguard and protect the legal and financial interests of the Company, its employees and directors, to the standard of a fiduciary.
• Perform other duties and responsibilities as assigned.

What you bring

• Excellent attention to detail and accuracy to draft correspondence and legal documents.
• Demonstrated ability to manage multiple priorities and work under pressure while meeting tight deadlines and work autonomously.
• Take initiative and exercise judgment in identifying issues needing immediate attention.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• High level of professionalism, integrity, and ethical standards.
• Ability to work independently and as part of a team in a fast-paced and dynamic environment.
• Strong administrative, organizational, interpersonal and communication skills (oral and written).
• Familiarity and a willingness to learn new applications.

Requirements

• Law Clerk diploma or equivalent relevant experience.
• A minimum of 1-3 years’ experience supporting an Ontario Will and Estate practice.
• Strong drafting, proofreading and document management skills.
• Familiarity with estate planning documents, probate applications and estate administration procedures.
• Proven track record of managing multiple complex matters and achieving successful outcomes for clients.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• High level of professionalism, integrity, and ethical standards.
• Ability to work independently and as part of a team in a fast-paced and dynamic environment.
• Strong proficiency in Microsoft Word, Excel, and Adobe

What we can offer you

• A strong reputation among competition, peers, and clients for being respectful and conscientious with practicing law and business operations.
• A competitive compensation packages based on experience with vacation and benefits.
• Opportunities for professional development and career advancement.
• Collaborative and supportive work environment.
• Access to a diverse and high-profile client base.
• Commitment to work-life balance and employee well-being.
• Flexible start and finish times with the possibility to periodically work from home after the probationary period.

Benefits

• Dental care
• Extended health care
• Life insurance
• Vision care
• On-site parking
• Paid time off
• Company events

Only candidates selected for an interview will be contacted.

Bluestar Professional Services Inc. is an equal opportunity employer. We encourage all qualified candidates to apply.

Bluestar Professional Services Inc. adopts an inclusive and accessible environment and is committed to providing support to applicants and firm members with disabilities. If you require accommodation at any time during the recruitment, selection, or assessment process, please let us know.