- Confidently lead client meetings, providing advice, addressing concerns, and offering guidance on relevant legal matters.
- Oversee file management, ensuring cases progress smoothly with consistent client communication.
- Assist in the preparation of Wills and Lasting Powers of Attorney (LPAs), including producing final versions and handling document registration.
- Handle applications for Grants of Probate, coordinating with HMRC when required.
- Generate and provide accurate cost estimates to potential clients.
- Conduct due diligence checks, ensuring compliance with legal and regulatory requirements.
- Manage new client onboarding, including setting up files and collecting necessary documentation.
- Draft and issue probate-related correspondence and handling estate administration processes.
- Process invoices and prepare requisition slips.
- Organise and maintain client records within the Case Management System.
- Ensure the secure handling and storage of executed Wills.
- Draft and distribute legal communications via email, letters, or client portals.
- Provide support in the absence of the supervising fee earner, ensuring continuity of case management.
- Confidently respond to client and third-party queries via phone and in person.
- Assist clients with signing legal documents and provide clarification when needed.
- Archive completed files in line with firm policies.
- Maintain the confidentiality and security of all client records and legal documents.
- Support general office administration, including answering calls and directing inquiries.
- Stay informed on updates in fraud prevention, data protection, anti-money laundering, and cybercrime regulations.
- Continuously develop expertise in Wills, Probate, and Private Client law.
Back to searchFee Earning Private Client Paralegal
Law Staff Limited
Posted 10 days ago, valid for a month
Hinckley, Leicestershire LE10 3FF, England
Full Time
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Sonic Summary
- Our client is looking for a Private Client Paralegal with a strong background in Wills and Probate to join their team.
- The successful candidate should have at least three years of experience as a fee-earning paralegal within Private Client law.
- Key responsibilities include drafting Wills and Lasting Powers of Attorney, managing probate applications, and overseeing estate administration.
- The firm offers a competitive salary along with ongoing professional development and various benefits.
- Strong communication skills and the ability to handle sensitive client matters with professionalism are essential for this role.
