1. RESUME
OF
MICHELLE D. JACKLYN
Estate Law Clerk
707 Wesley Drive
Oshawa, Ontario
L1H 7X6
(647) 389-2762
mjacklyn@sympatico.ca
OBJECTIVE
To provide knowledgeable and skilled assistance to lawyers who practice in the areas of Estate
Litigation, Personal Planning, and Estate Administration.
SUMMARY OF SKILLS
- Organized and responsible
- Excellent technical, administration and communication skills
- Profound ability to exercise judgment in business and legal issues
- Excellentabilitytohandlefast-pacedenvironmentwith tightdeadlinesandmultipledemands
- Exceptional ability to prioritize and organize workflow
- Ability to prepare, review and edit documents and correspondence
Profound ability to effectively deal with changing priorities
- Exceptional client skills
- Proficient with MS Word, WordPerfect, PC Law, and Estate a Base
EXPERIENCE
ESTATE LAW CLERK
Mary L. MacGregor
Dickson MacGregor Appell LLP
September, 1996, to present
- Organizing estate files and meeting with clients
- All aspects of estate administration, including Applications for Certificates, locating
and dealingwith assets, locatingand dealingwith liabilities, and finalizing the estate,
including reporting to estate trustees and beneficiaries
- Preparation of Accounts and Application to Pass Accounts
- Court disputes, including Applications and Motions
- Guardianship Applications
- Removing/Replacing Estate Trustees
- Proving Will in Solemn Form
- Gather all income tax information for preparation of T1 and T3 Returns
- Preparation of Request for Clearance Certificate and supporting documentation
- Maintain Corporate Minute Books, including preparation of Articles of
Incorporation, Minutes and Resolutions
2. Page -2-
INSTRUCTOR
Estate Law Clerk program,
The Institute of Law Clerks of Ontario
Canadian Business College,
Toronto
November 2014 and 2015
- Preparation of course material
- In class instruction, including lectures, written material and precedents
- Preparation of interim exams
- Preparing and allocating final marks
OFFICE ADMINISTRATOR
The Centre for Estate Mediation®
Mary L. MacGregor, Marsha Onyett and
Gaylanne Phelan
2002-2009
- Organizing and scheduling Mediations;
- Review of Mediation Briefs and summarize for Mediation
- Preparation of Mediation Agreements
- Draft Minutes of Settlement
- Preparation of Confidentiality Agreement
- Reporting and Billing
LEGAL ASSISTANT
Mary L. MacGregor
Blaney McMurtry Stapells
1994-1996
- Client correspondence
- Preparation of Wills and Powers of Attorney
- Meeting with clients to review and execute wills and Powers of Attorney
- Reporting and billing
EDUCATION
THE INSTITUTE OF LAW CLERK OF ONTARIO
1996-1998
Associate courses - Law Clerk Program
Litigation (91%)
Real Estate (86%)
Wills and Estates (89%)
Corporate Law (94%)
MEMBER
Senior Member of The Institute of Law Clerks of Ontario