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- Assisting solicitors with drafting wills, powers of attorney, and trust documents
- Handling probate matters from start to finish, including preparing probate applications
- Conducting legal research and preparing reports on estate planning and tax matters
- Liaising with clients, beneficiaries, and third parties on case progress and updates
- Managing client files, ensuring accurate and timely record-keeping
- Supporting the administration of estates and handling related correspondence
- Assisting with the preparation of inheritance tax forms and other relevant documentation
- Previous experience in a private client department, with a strong understanding of wills, probate, trusts, and estate planning
- Excellent organizational skills and the ability to manage multiple tasks efficiently
- Strong communication skills, both written and verbal, with a client-focused approach
- Proficient in Microsoft Office and legal practice management software
- Opportunities for career development and progression
- Professional development
- Generous holiday allowance
