Estate Planning Lawyer

Co-op; Stratford-upon-Avon; On-site; GBP 30,000 - 50,000; Full time

Job summary

Co-op Legal Services seeks an estate planning solicitor to manage complex cases related to Wills, Trusts, and LPAs. The role promises professional development within a supportive team, focuses on client engagement, and offers a comprehensive benefits package including pension contributions and 28 days holiday. Join us to make a meaningful impact in a purpose-driven organization.

Benefits

Coaching, training and support

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 estate planning experience.
• Knowledge of tax systems in England & Wales.
• Ability to draft legal documents.

Responsibilities

• Manage complex estate planning cases including Wills, Trusts, and LPAs.
• Engage with clients primarily through phone and email.
• Mentor junior team members based on legal expertise.

Skills

Attention to detail

Legal drafting

Client relationship building

Initiative

Education

Qualification as solicitor or chartered legal executive

CILEX or TEP qualification

Job description

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Yes

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Job Reference:

39ff7dcfad04

Job Views:

8

Posted:

22.06.2025

Expiry Date:

06.08.2025

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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