About

About Katy A. L. McGirr

A Dean’s Honour List graduate of Fanshawe College in London, Ontario, I am an experienced Estates Clerk with a background in estate planning and administration, as well as Will and capacity challenges, contentious estates, and estate accounting.
My work in large and small firms, and my close work with a diverse client base, has provided me with unique capabilities and in-depth knowledge of the estate practice as a whole.
I am a problem-solver by nature and my goal is to approach every task intent on providing an efficient resolution.

I offer professional, virtual clerical services to help you when you need it most.

Education, Engagement & Professional Development

LAW CLERK CO-OPERATIVE EDUCATION DIPLOMA / FANSHAWE COLLEGE, LONDON

Recipient of Dean’s Honour List, awarded to students with a GPA of 4.0
Diploma includes a 16-month co-op placement at a leading local firm

ESTATES ACCOUNTING FELLOWSHIP CERTIFICATE / ILCO, TORONTO

Certificate program covering various topics related to Estate Accounting, including calculation of Estate Trustee Compensation, and formalizing estate accounts.

LTC4 CERTIFICATION FOR LEGAL PROFESSIONALS (CORE BUILDER PROGRAM), LEGAL TECHNOLOGIES CORE COMPETENCIES COALITION

Intensive, long-term training program to review and improve upon existing technological competencies, and to upgrade skills and teach new competencies.

STEP SEMINARS, STEP – SOUTHWESTERN ONTARIO (SOCIETY FOR TRUST AND ESTATE PLANNERS)

Quarterly seminars in relation to Estate Planning, Administration, and Litigation matters.

ESTATE ADMINISTRATION TAX POLICY AND GUIDELINES

As the Estates Clerk, drafted literature for the Estates Department in relation to the coming into force of O. Reg. 310/14. Required in-depth review of the proposed Estate Information Return as well as the Estate Administration Tax Act, 1998.

ESTATE ADMINISTRATION TAX SEMINAR, IWEE (INSTITUTE FOR WILLS AND ESTATES EDUCATION)

Primer in preparation for coming into force of O. Reg 310/14 on January 1, 2015, with respect to the new requirement for filing of Estate Information Returns.

LARRY MYNY MENTORSHIP PROGRAM, FANSHAWE COLLEGE

Work with current Law Clerk students to provide insight, guidance, and support.

PIPEDA SEMINAR (PERSONAL INFORMATION PROTECTION AND ELECTRONIC DOCUMENT ACT)

Consolidated incoming statute into multimedia primer for one of London's largest law firms.

STUDENT AMBASSADOR, FANSHAWE COLLEGE

Worked with faculty during information sessions for potential students including speaking events and leading smaller focus-groups.