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The Legal assistant is responsible for providing counsel to ICEA LION Trust Company clients seeking to determine the specific distribution of their estate including drafting wills, trusts, and other related documents. He/she is also responsible for providing support to the Estate Planner including follow-up on registration of trusts, drafting routine documents for trust registration and administration of the private trusts as well as supporting other legal aspects of the company.</p>

Key Responsibilities:

  • Sets up various Estate Planning structures according to client needs.
  • Complete research for the Estate Planner and prepare documents, draft correspondence, summarize records and findings and write up briefs, petitions, and other legal documents.
  • Administratively support and attend Government offices including trusts, lands and document registries.
  • Contacts various county and national government agencies to gather information.
  • Type up and file basic legal documents and correspondence under the guidance of the Estate Planner.
  • Conduct investigations and documentary research.
  • Handle correspondences both in writing and orally with external Advocates, Third party Advocates.
  • Receive legal documents and attend to legal mails as may be assigned from time to time.
  • Peruse lands/trust registry files as directed by the Estate Planner from time to time.
  • Scrutinize legal documents before circulation to Directors.
  • Review Estate instructions and ensure subsequent actions are in line with all mandates.
  • Ensure compliance with all legal and regulatory requirements under Estate Planning.
  • Attend both high- and low-level client meetings and coordinate maintenance of records of decisions and transactions.
  • Organize and coordinate meetings with clients with all relevant parties.
  • Ensure all statutory, regulatory, and internal reporting requirements and deadlines are met.
  • Communicates with clients in person and via mail, email, and telephone to commence an engagement and to keep matters moving forward on a timely basis.
  • Preparing, reviewing, and updating legal documents, operations &amp; training manuals.

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Occasional Duties:

  • Systems Development – making sure the new products are brought onto the system.
  • Participating in internal ad-hoc committees.
  • Involved in the automation of business functions.

Academic and Professional Qualifications and Skills:

  • LL.B Degree
  • Diploma Kenya School of Law
  • An advocate of the High Court of Kenya
  • Additional training/qualifications in Estate Planning an added advantage.
  • Well-versed in Succession Law and Practice.
  • Strong teamwork and solid organization skills
  • Attention to detail and ability to prioritize tasks.
  • Creative problem-solving, critical thinking, negotiation, verbal and written communication skills
  • Ability to make presentations to various groups of people.
  • Confident and highly articulate.
  • Leadership and interpersonal skills are necessary to deal with a wide variety of people and professionals

Experience:

  • At least three (3) years.

Legal Clerk, Estate Planning

The Legal Clerk is responsible for providing technical support to the Estate Planning and Trust Services Sections, including registration of Trusts and drafting routine documents for trust registration and administration

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Key Responsibilities:

  • Assisting in Preparing, reviewing and updating legal documents, operations &amp; training manuals.
  • Handle communication with government authorities and registries.
  • Administratively support and attend Government offices including trusts, lands and documents registries.
  • Conduct investigations and documentary research.
  • Locate and develop relevant information regarding trusts.
  • Contacts various county and national government agencies to gather information.
  • Draft and file basic legal documents and correspondence.
  • Complete research for the Estate Planner and then prepare documents, draft correspondence, summarize records and findings and write up briefs, petitions and other legal documents.
  • Handle correspondences both in writing and orally with external Advocates, Third party Advocates
  • Conduct legal research.
  • Receive legal documents.
  • Draft correspondences under the guidance of the Estate Planner.
  • Peruse lands/trust registry files as directed by the Estate Planner from time to time.
  • Attend to legal mails as may be assigned from time to time. Occasional Duties
  • Participating in internal ad-hoc committees.
  • Involved in the automation of business functions.

Academic and Professional Qualification

  • Any relevant Degree
  • Well-versed in Succession Law and Practice.
  • Strong teamwork and organization skills
  • Attention to detail, solid organizational skills, and ability to prioritize tasks.
  • Creative problem-solving, verbal and written communication skills

Experience

  • At least two (2) years’ experience.

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