Estate Administration Solicitor – Private Client Expert

Legal Southwest Ltd; Shaldon; On-site; GBP 55,000 - 75,000; Full time

Job summary

Legal Southwest Ltd in Teignmouth is seeking a Private Client Solicitor or Chartered Legal Executive to join a friendly Private Client team with an excellent reputation across Devon and the South West. The role focuses on estate administration, managing a varied caseload, and opportunities to work on Wills and Lasting Powers of Attorney.

You will handle taxable and non-taxable estates, develop client relationships, and contribute to the growth of the department while working both in the office

Qualifications

• Experience administering estates from start to finish.
• Experience dealing with taxable and non-taxable estates.
• Experience drafting Wills and Lasting Powers of Attorney.
• Excellent client care and communication skills.
• Ability to manage your own caseload and prioritise effectively.
• Strong attention to detail.
• A personable and compassionate approach when dealing with clients.
• Ability to work independently while also contributing to a collaborative team.
• Interest in developing long-term client and professional relationships.

Responsibilities

• Managing your own caseload of estate administration matters with appropriate support and supervision.
• Dealing with taxable and non-taxable estates from instruction through to completion.
• Inheritance Tax reporting and applications for Grants of Representation.
• Preparing estate accounts and dealing with distributions.
• Drafting Wills and Lasting Powers of Attorney.
• Meeting clients both in the office and, where required, at their homes.
• Developing and maintaining strong relationships with clients and professional contacts.
• Working alongside colleagues on matters involving trusts, succession planning and tax.
• Supporting more junior members of the team where appropriate.
• Contributing to the continued development and growth of the department.

Skills

Estate administration

Private Client

Client relations

Wills & LPA drafting

Own caseload management

Attention to detail

Independent & team work

Job description

Legal Southwest Ltd in Teignmouth is seeking a Private Client Solicitor or Chartered Legal Executive to join a friendly Private Client team with an excellent reputation across Devon and the South West. The role focuses on estate administration, managing a varied caseload, and opportunities to work on Wills and Lasting Powers of Attorney.

You will handle taxable and non-taxable estates, develop client relationships, and contribute to the growth of the department while working both in the office