Estate Planning Paralegal

TSR Legal - South West; Bristol; Remote; GBP 35,000 - 45,000; Full time

Job summary

A leading regional practice is seeking an experienced Wills and Estate Planning Paralegal to manage a caseload in a remote setting. The successful candidate will have over 6 months of experience in will writing, possess strong technical knowledge, and be comfortable using IT systems. This full-time, permanent position is linked to office locations in Manchester and Bristol, with a focus on details and client management.

Qualifications

• Minimum 6 months’ experience managing a will writing caseload.
• Comfortable with various will types and drafting techniques.
• Ability to work remotely after initial training.

Responsibilities

• Manage a caseload of approximately 300 client files.
• Draft a variety of wills using advanced techniques.
• Provide client support remotely on witnessing requirements.

Skills

Managing own will writing caseload

Strong technical knowledge of will types

Using modern IT systems

Attention to detail

Time management

Communication skills

Tools

Case management software

Job description

Wills and Estate Planning Paralegal
Location: Remote (Following initial training) | Linked to offices in Manchester and Bristol
Contract: Full-time, Permanent

Are you an experienced Wills and Estate Planning Paralegal looking to join a collaborative and fast-paced legal services team? TSR Legal are proud to be working with a leading regional practice who are now expanding their team and are looking for motivated professionals who thrive in a remote, tech-enabled environment and are ready to hit the ground running.

About the Role

You’ll manage your own caseload of Wills and Estate Planning matters in a high-volume, client-focused setting. The successful candidate will be confident working independently, while benefiting from a supportive team and ongoing bespoke training. This is not an entry-level position.

Key Responsibilities

• Handling your own caseload of approximately 300 client files, with 100+ active at any given time
• Drafting a wide range of wills using the latest techniques and IT systems
• Providing remote client support, including guidance on witnessing requirements
• Keeping accurate, up-to-date records using case management systems
• Staying current with legal developments through tailored learning and development opportunities

What We’re Looking For

• Minimum 6 months’ experience managing your own will writing caseload
• Strong technical knowledge of different will types and drafting techniques
• Comfortable using modern IT systems and case management software
• Excellent attention to detail, time management, and communication skills
• Ability to work remotely and independently following initial training

Please note: Experience gained during education or in an assistant/support role will not meet the criteria for this position.

Location & Flexibility

After the initial training period, this role is fully remote. You’ll be linked to one of the firms office locations in Sheffield, Manchester, or Bristol. The firm are particularly keen to hear from candidates based near Bristol or with local area knowledge, though applications from other regions are welcome.

Learning & Development

All training is bespoke and based on team requirements and your existing qualifications. Continuous development and technical support are built into your role.

If you're a detail-driven legal professional with a passion for helping clients plan for the future, contact Rachel Phillips, Associate Director in confidence on 02920 388100.

Apply today and take the next step in your legal career.