Reed have partnered with a Bristol based leading provider of will writing, estate planning, and probate services in the UK, recruiting for a Last Will and Testament Drafter & Proofreader.
This role is ideal for a legal professional with strong attention to detail and experience in drafting and reviewing wills and associated estate planning documents.
Based in East Bristol with off-street parking close to the office, you will be joining a growing team with a current headcount of 20 staff, that includes long-standing staff who have been with the business 25 years!
Duties:
- Draft and review wills, trusts, and estate planning documents with precision and legal accuracy using Willsuite software (Leap).
- Proofread documents to ensure correct grammar, punctuation, and legal terminology.
- Ensure compliance with UK wills and probate legislation.
- Work closely with legal consultants and estate planners to tailor documents to client needs.
- Maintain up-to-date knowledge of inheritance laws, tax regulations, and estate planning best practices.
- Liaise with clients when necessary to confirm document details and ensure legal requirements are met.
- Implement best practices for document formatting, structure, and legal clarity.
- Maintain client confidentiality and comply with data protection regulations (GDPR).
- Assist in the training and mentoring of junior staff in document drafting and proofreading.
Requirements:
- Minimum 2 years’ experience in will drafting, legal document preparation, or estate planning.
- Strong knowledge of UK wills, probate, and inheritance laws.
- Experience using Willsuite software (Leap) for drafting wills and legal documents.
- Exceptional proofreading and editing skills with a keen eye for detail.
- Ability to understand and interpret legal language with clarity and precision.
- Experience using case management software and Microsoft Office (Word, Excel, Outlook).
- Excellent communication skills, both written and verbal.
- Highly organised and efficient, with the ability to meet strict deadlines.
- Understanding of LPAs (Lasting Powers of Attorney), trusts, and estate administration is an advantage.
- Legal qualifications (e.g., CILEX, STEP, LLB, or equivalent experience in will writing) are desirable but not essential.
Benefits:
- Competitive salary with potential increases based on performance and experience.
- Hybrid working options (subject to experience and company policy).
- Ongoing professional development and training.
- Pension scheme and company benefits package.
- Death and service 5 x salary.
- Annual leave 32 days inclusive of bank holidays.
- Opportunity to work with a leading estate planning service in Bristol.