Estate Planning Lawyer

TN United Kingdom; Stratford-upon-Avon; On-site; GBP 40,000 - 80,000; Full time

Job summary

An innovative organization is seeking estate planning solicitors to join their dynamic team. This role offers the chance to manage complex estate planning cases, including Wills and Trusts, while benefiting from a supportive environment that emphasizes professional development. With a focus on client satisfaction, you'll engage with clients and collaborate with experts to enhance your legal skills. The company values its employees and provides a comprehensive benefits package, including coaching, training, and generous holiday allowances. Join a purpose-driven firm that aims to make a meaningful impact in the community.

Benefits

Coaching and Training

Pension with up to 10% employer contributions

Annual Incentive Scheme

Wagestream - money management app

28 days holiday plus bank holidays

Discounts on Co-op products and services

Qualifications

• Qualified solicitor or chartered legal executive with a background in estate planning.
• Knowledge of tax systems within England & Wales.

Responsibilities

• Manage complex Estate Planning cases including Wills, Trusts, and LPAs.
• Engage with clients mainly by telephone and email.

Skills

Estate Planning

Client Relationship Management

Attention to Detail

Document Drafting

Initiative

Education

Solicitor Qualification

CILEX Qualification

TEP Qualification

Tools

Case Management System

Job description

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Co-op

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Other

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EU work permit required:

Yes

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Job Reference:

39ff7dcfad04

Job Views:

2

Posted:

10.05.2025

Expiry Date:

24.06.2025

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Job Description:

We’re looking for estate planning solicitors to join our technical Estate Planning team within Co-op Legal Services.

At Co-op Legal Services we do things differently, whether that’s continuously innovating our technology to support your delivery or our tailored internal progression framework to support your development. We’re committed to providing an exceptional client experience and the opportunity to build a rewarding career with us. In this role you’ll manage estate planning cases end to end with a client-focussed approach to targets. You won’t need to bring a following of clients with you as we will source new work for you. We’ve doubled our Estate Planning team within the past few years, and as we continue to grow, there will be plenty of opportunity for progression.

What you’ll do

• own caseload of complex Estate Planning cases to include Wills, Trusts and LPAs
• use our case management system to make sure information is recorded accurately
• engage with clients mainly by telephone and email
• work collaboratively with expert support from the team to continually develop your legal skills, administrative support will also be provided at certain case levels
• use your legal knowledge to mentor more junior members of the team

This role would suit people who have

• qualified as a solicitor or chartered legal executive, CILEX, or TEP qualification, with abackground in estate planning
• knowledge of tax systems within England & Wales;
• strong attention to detail and the ability to draft documents
• the ability to use your initiative and effectively prioritise your work
• a client-focused approach with the ability to build positive relationships in a remote setting

Why Co-op?

Here you’ll do work that matters. Co-op is an organisation with a purpose beyond profit, and by contributing to our success you’ll help us to realise our vision of co-operating for a fairer world. You’ll also get a package that includes:

• coaching, training and support to help you develop
• pension with up to 10% employer contributions
• annual incentive scheme
• Wagestream - a money management app that gives you access to a percentage of your pay as you earn it
• 28 days holiday (rising to 32 in line with service)plus bank holidays
• discounts on Co-op products and services