ASSISTANCE WITHIN THE LEGAL SETTING
ESTATE MATTERS
· Hold or participate in client intake meeting
· Prepare appropriate Court Forms for Applications for Certificate of Appointment (with or without a Will) and Small Estate Certificate
· Prepare and assemble Motion/Application material to obtain Orders (Defer Probate Tax, Will in Solemn Form, Non-Resident Executor, Orders for Direction etc.)
· Prepare Asset List
· Draft correspondence to financial institutions and other related parties
· Correspond with Executors, Beneficiaries, financial institutions, Courts
· File documents with the appropriate Court
· Assist Executors with completion of Estate information Return Form
· Prepare Affidavits for underpayment/overpayment of Probate Taxes
Up to date on current Ontario Court Forms relating to Rules of Civil Procedure (Rule 74 and 75), filing procedures, Practice Directions and the Succession Law Reform Act.
Capable of working in Estateably
CORPORATE MATTERS
· Hold or participate in client intake meeting to obtain information for preparation of related matter.
· Incorporation of Articles (Ontario & Federal)
· Conduct preliminary Name searches and obtaining NUANS Reports
· Initial organization of corporate minute book
· Maintenance/Update of Corporate minute book
· Annual Meetings
· Share Issuance
· Preparation and filing of Initial Return and Notice of Change
· Preparation and filing of Articles of Amendment, Articles of Amalgamation, Articles of Dissolution
· PSSA search, registration and renewals
· Conduct corporate searches
· Order Corporate Supplies
Capable of using E-core/OnCorp and My Ontario Account for filings
JOINT/SIMPLE DIVORCES
· Hold or participate in client intake meeting to obtain information for
preparation of related matter.
· Collection of required documents to file with the Court
· Preparation of Court documents
· Preparation of Memorandum + documents for service
· Filing of documents via online portal
· Keep track of important Court dates and deadlines
WILLS & POA
· Hold or participate in client intake meeting
· Prepare Single, Mirror, Primary and Secondary Wills
· Prepare Power of Attorney over Property and Personal Care
· Able to prepare documents on Firm's precidents
· Prepare Affidavit of Execution
SMALL CLAIMS/CIVIL
· Assist with finalizing/inputting information on Appropriate Court forms.
· Assemble supporting documents
· Assemble Records electronically
· Organization of Exhibits
· Preparation of Index
· Filing of documents via CaseLines
· Filing of documents via Online Portal
· Keep track of important Court dates and deadlines
OTHER LEGAL DOCUMENTS
· Preparation of Notarial copy related document(s) for Lawyer
· Preparation of Child Travel Authorization document
· Preparation of Visitor Visa Affidavit
· Commission of Documents
USE OF RELATED SOFTWARE
ACCOUNTING SOFTWARE
PCLAW
· Inputting time dockets for lawyers and support staff
· Posting of disbursements
· Preparing Accounts
· Rendering cheques
QUICKBOOKS ONLINE
· Initial setup of firm/company
· Posting of expenses
· Preparing of Invoices/sales receipts
· Posting payments
· Matching bank transitions
· Uploading receipts
· Month-end reconciliations
ESTATES SOFTWARE
ESTATEABLY
· Opening files
· uploading related documents
· inputting deceased, Executor, Beneficiary and
Asset/Liability information
· Producing documents related to Estate matter
ONTARIO COURT FORMS - ONLINE
· Use of online Court Forms
CORPORATE SOFTWARE
E-CORE/ONCORP
· Preparation of Precedents for Articles
· Conducting Preliminary Name searches and
obtaining NUANS Reports
· Preparation and filing of Articles of Incorporation
(Federal and Ontario), Articles of Amendment,
Articles of Amalgamation, Articles of Dissolution
· Preparation and filing of Initial Return and Notice of
Change
· PSSA search, registration and renewals
· Conduct corporate searches
MY ONTARIO ACCOUNT
· Creation of account
· Preparation and filing of related Corporate
documents
WEBSITE SOFTWARE
GODADDY
· Use of the GoDaddy interface to create information based, online booking or online store websites
UCRAFT
· Use of the Ucraft interface to create information based websites
Karoline Inc. offers an array of services and with that, it's not always easy
to list everything we can offer. Should an area of assistance you are
looking for, not be on the list, please reach out and let's discuss.
We are always willing to learn new things.