Job Specification
Job Title: Paralegal (highly experienced)
Department: Private Client (wills and probate)
Reporting to: Head of Private Client
Hours: Full time
The role:
Working within the Private Client team in our Grays office
Responsibilities:
- Managing a caseload of private client matters including Wills, LPA's and Probate
- Taking initial instructions and preparing the necessary documents (Wills, LPA and Grant of Representation)
- Attending home visits
- Preparing client care letters and terms of business
- Dealing with the administration of the estate and then applying for Letters of Administration/Grant of Probate
- Completing IHT205, IHT400, Renunciation and Power reserved forms – with knowledge of Inheritance tax
- Using Statement of Truth for proving validity of Wills
- Administration of estates including; bank accounts and discharging debts and liabilities, preparing estate and distribution accounts
- Administration of trust properties
- Liaising with Solicitors and external organisations
- Compliance will and maintaining knowledge of SRA standards and relevant legislation
Requirements:
- Minimum 3 years' experience as paralegal dealing with wills and probate matters
- Ability to interact with Clients and staff effectively and professionally
- Knowledge of current relevant legislation and regulations covering private client matters
- Strong ability to work effectively and prioritise with competing demands
- Proven ability to work independently
- High standard of work presentation and attention to detail
- Desire to develop knowledge and skills
- Identify and resolve or escalate issues in a timely manner