Looking for Estate Clerk Services?

Experienced Ontario Wills & Estates support when your firm needs it.

Estate files require time, organization, attention to detail, and consistent follow-through.

Whether your firm needs additional support during a busy period, has a growing estate practice, or wants to outsource specific portions of its Wills & Estates workload, Will Assist Services provides flexible law clerk support to Ontario lawyers and law firms.

Practical Support for Your Estate Practice

Will Assist Services can assist with a range of Wills & Estates tasks, including:

Estate Planning Support

• Will and estate-planning document preparation

• Drafting support based on lawyer instructions

• Powers of Attorney preparation

• Revisions and updates

• Client information organization

• Draft review and formatting

• Execution-package preparation

Estate Administration Support

• Estate file organization

• Probate application preparation

• Estate administration documentation

• Correspondence and follow-up

• Asset and liability information organization

• Beneficiary information

• Estate Trustee documentation

• Post-probate administration support

Estate Accounting Support

• Estate accounting organization

• Asset and liability schedules

• Income and expense tracking

• Beneficiary distributions

• Supporting documentation organization

• Accounting schedules and draft materials

General Estate Practice Support

• Overflow work

• File preparation

• Document management

• Correspondence preparation

• Administrative follow-up

• File checklists and workflow organization

• Other estate-related tasks as assigned by counsel

Flexible Support Without Adding Permanent Overhead

Not every firm needs another full-time employee.

You may need additional capacity because:

• Your estate practice has grown

• You have more files than your current staff can comfortably manage

• A clerk is away or unavailable

• You have a deadline approaching

• You are opening or expanding a Wills & Estates practice

• You want to outsource specific tasks rather than hire another employee

• You need experienced estate support without committing to a permanent position

Will Assist Services can work with your existing systems and procedures to provide support when you need it.

Work Under Your Direction

Will Assist Services works as law clerk support for lawyers and law firms.

The lawyer remains responsible for the legal matter, including legal advice, client relationships, legal strategy, supervision, and final review.

You provide the instructions. I handle the assigned work.

The goal is to give you more time to focus on your clients and the legal work that requires your attention.

A Flexible Approach to Pricing

Different firms have different needs.

Depending on the matter, services may be structured as:

• Per-file pricing

• Hourly support

• Ongoing support arrangements

• A combination of hourly and per-file services

We can discuss the scope of the work, your firm's workflow, and the level of support you require before determining the most appropriate arrangement.

Built for Ontario Estate Lawyers

Will Assist Services focuses specifically on Ontario Wills & Estates support.

With hands-on experience in estate planning, estate administration, probate documentation, and estate accounting, I understand the importance of accurate documentation, organized files, deadlines, and reliable follow-through.

I can work independently on assigned tasks while keeping counsel informed and ensuring that work remains within the scope of the instructions provided.

Looking for Ongoing Support?

Will Assist Services can be a useful resource for firms that want a reliable clerk they can call upon as files arise.

Whether you need assistance with one estate file or are looking for ongoing support across your estate practice, let's discuss what your firm needs.

Let's Talk About Your Estate Practice

Tell me about your firm's current workload and the type of support you are looking for.

You can provide a few details about your practice, the type of files you handle, and the support you need. I will follow up to discuss whether Will Assist Services is a good fit for your firm. 

Important Information

Will Assist Services provides law clerk and administrative support to lawyers and law firms. It is not a law firm and does not provide independent legal advice or legal representation to members of the public.

All legal services remain under the direction and supervision of the retaining lawyer or law firm.