Wills, Estates & Trusts Associate (0926) at Taylor McCaffrey

The role

Taylor McCaffrey LLP is seeking a Wills, Estates & Trusts Associate for their Private Client / Wealth Management group in Winnipeg. This role is for an early-career lawyer with 1+ years of experience who is eager to develop sophisticated skills in estate planning, incapacity planning, trusts, and estate administration.

What you'll do

Advise clients on Wills, Powers of Attorney, Health Care Directives and related estate planning strategies
Recommend appropriate legal solutions, define the scope of work, discuss fees, and confidently guide clients through the engagement process
Work collaboratively with experienced senior lawyers on complex or advanced planning and administration matters
Provide support and guidance to executors / administrators, and oversee each estate through intake to completion
Collaborate with accountants, financial advisors, and with the client’s primary legal advisor, if any
Build and maintain strong referral relationships with accountants, wealth advisors, insurance professionals, and other trusted partners
Develop long-term client relationships that extend well beyond the initial estate plan

What we're looking for

Membership in good standing with a Law Society in a Canadian common-law jurisdiction, with no practice restrictions

Minimum one year of experience practicing law with some exposure to estate and incapacity planning and administration

Willingness to lead client meetings and to develop estate planning / administration strategies for clients

Sound judgment to recognize matters outside the scope of estate planning / estate administration and coordinate referrals to our corporate and tax lawyers or external specialists

Ability to set priorities and meet deadlines while providing excellent client service

Collaborative spirit and ability to work independently

Willingness to learn and to accept the guidance and mentorship of senior lawyers

Ability to work from Winnipeg on a full-time, part-time or hybrid basis, with availability to start within approximately 30–60 days

Self-motivated and detail-oriented with a problem-solving mindset

Experience providing estate planning / administration advice or services in private practice, or in-house with a reputable financial institution or trust company· nice to have

STEP designation (TEP) or active enrolment in the STEP program· nice to have

Current or past involvement with your provincial Bar Association’s Wills and Estates section· nice to have

A basic understanding of the law of wills and estates, particularly with regard to the taxation of asset at death, beneficiary designations, and jointly owned assets· nice to have

Benefits

Health and dental coverage

Disability insurance

Accidental Death & Dismemberment protection

Hiring contacts

associatescommittee@tmlawyers.com

204-949-1312

Wills, Estates & Trusts Associate (0926)