Description:

Wills & Estates Clerk

Greybox Legal  ·  Mid-level  ·  Full-time

About Greybox Legal

Greybox Legal is a boutique law firm built for clients who move capital, close deals, and plan legacies. We operate at the intersection of business, tax, and private capital — advising founders, owner-operators, family enterprises, and high-net-worth individuals who demand precision, discretion, and clarity when it matters most.

Our work spans corporate structuring, tax planning, mergers and acquisitions, and private client matters — including estate planning and intergenerational wealth transfer. We think strategically, act confidentially, and measure our success by the value we create for our clients. Law is our tool. Value is our outcome.

About the Role

We are seeking an experienced and highly motivated Wills & Estates Clerk to join our private client team. In this role, you will provide essential support to our solicitors across all stages of estate planning and estate administration, while delivering an exceptional standard of client service throughout. You will bring a natural attention to detail, a proactive mindset, and a warm professional manner to every interaction — qualities that are central to how Greybox Legal serves its clients.

Key Responsibilities

• Draft, prepare, and proofread Wills, Powers of Attorney, and related estate planning documents with a high degree of accuracy.
• Assist in the administration of deceased estates, including applying for Probate or Letters of Administration, gathering and valuing assets, and liaising with financial institutions and beneficiaries.

• Prepare court applications and supporting documentation for filing with the Estates Court.
• Maintain and manage matter files in Clio, ensuring all correspondence, documents, and records are accurately filed and up to date.
• Communicate professionally and compassionately with clients, often at sensitive times, providing timely updates and responding to queries promptly.
• Monitor deadlines, follow up on outstanding matters proactively, and flag potential issues to supervising solicitors before they escalate.
• Prepare cost estimates and account entries in accordance with firm procedures and billing guidelines.
• Contribute to the continuous improvement of internal processes, precedents, and systems to enhance team efficiency.

What’s In It for You?

• Exciting & Impactful Work – Contribute to meaningful estate plans that shape families and their legacies.
• Professional Development – Work directly with top-tier professionals and gain exposure to complex estate planning.
• Innovative Culture – Use cutting-edge legal tech to streamline your workflow.
• Work-Life Balance – We believe in achieving professional excellence without burnout.
• Competitive Compensation – Be rewarded with a package that reflects your experience and contributions.
• Comprehensive Health & Dental Coverage – Feel supported with robust benefits for you and your family.
• Generous Vacation and Paid Time Off– Take time to recharge with ample vacation and PTO.
• Convenient On-Site Parking – Enjoy easy access with convenient parking at the office.