Job Description
Job Description: Wills & Probate Paralegal
Location: Hammersmith
Firm: Regional
Team: Award-Winning Private Client Team
Salary: Up to 29k DOE
About Our Client:
Join a leading law firm renowned for its commitment to excellence and client satisfaction. Our award-winning client specializes in Private Client matters and multiple other areas of law, offering innovative legal solutions to a diverse range of clients.
Position Overview:
My client is seeking a skilled and motivated Wills and Probate Paralegal with a minimum of 1 years’ experience to join a dynamic team in Hammersmith. The ideal candidate will have a proven track record in handling complex Private Client cases and a strong understanding of wills and probate processes.
Key Responsibilities:
Estate Administration:
* Assist with the administration of estates, including obtaining and organizing relevant documentation (death certificates, asset records, etc.).
* Liaise with executors, beneficiaries, and relevant parties involved in the estate.
* Draft and prepare applications for probate, letters of administration, and other legal documents required for estate administration.
* Help with preparing tax forms related to inheritance tax and estate planning.
Will Preparation:
* Assist solicitors in drafting, revising, and executing wills, including gathering necessary information from clients and ensuring all wishes are documented.
* Ensure wills comply with legal standards and address client needs.
Probate Process:
* Guide executors through the probate process, from filing the will to obtaining a grant of probate (or letters of administration).
* Manage the preparation and filing of documents with the court, including petitions, applications, and inventories.
* Handle the distribution of assets in accordance with the will or state law, ensuring timely and accurate processing.
Communication & Client Relations:
* Communicate with clients, beneficiaries, executors, and other legal professionals involved in the probate and estate planning process.
* Keep clients informed of progress and provide guidance on legal matters within the bounds of the paralegal role.
* Manage sensitive client information with confidentiality and professionalism.
Legal Research & Compliance:
* Conduct legal research related to probate law, estate planning, inheritance tax, and related topics.
* Ensure that all documents comply with relevant laws and regulations.
* Stay updated on changes in estate law and probate procedures.
Document Management:
* Maintain accurate, organized files for each client and case, ensuring that all records are kept up to date.
* Prepare and manage a variety of legal documents including affidavits, inventories, and accountings.
Court Filings & Appearances:
* Assist with filing documents with the probate court and other relevant authorities.
* May be required to attend court hearings or meetings with clients and executors to assist solicitors.
Client Meetings:
* Assist in meetings with clients to gather information and provide updates on the estate administration.
* Help draft and organize documents for client review during will or estate planning discussions.
Qualifications + Experience:
· Paralegal with at least 1 year of experience in .
· Strong knowledge of relevant laws and regulations pertaining to Wills and Probate, Tax's etc...
· Excellent analytical, negotiation, and communication skills.
· Proven ability to manage a diverse caseload effectively and efficiently.
· Demonstrated client-focused approach with a strong commitment to achieving the best outcomes for clients.
· Ability to work independently and as part of a collaborative team.
Benefits:
· Competitive salary and benefits package.
· Opportunities for professional development and career progression within an amazing regional firm.
· A supportive and inclusive work environment with a focus on work-life balance. The chance to work with a highly respected team on high-profile cases.
How to Apply:
If you are an ambitious Private Client Paralegal looking to advance your career in a leading law firm, we would love to hear from you. Please submit your CV to Jess Cole detailing your relevant experience and why you would be a great fit for our client.
Jess.cole@simpsonjudge.co.uk
07584016389