Estate Planning Paralegal (Remote) - Will Drafting & Growth

Co-op; Remote; GBP 25,000 - 28,000; Full time

Job summary

A leading community-focused organization is seeking a Will Writer to manage estate planning cases. You will communicate with clients, draft necessary documents, and ensure compliance. Ideal candidates will have experience in drafting wills and customer service skills. The role offers a competitive salary between £25,000 - £28,000, and various benefits including a pension plan and mental health support. This organization prioritizes community values and inclusivity in the workplace.

Benefits

Competitive salary

Coaching and training support

Pension with up to 10% employer contributions

Annual incentive scheme

28 days holiday

Discounts on products and services

Free wellbeing support

Qualifications

• Previous experience in drafting wills and advising on estate planning.
• Experience in managing a caseload effectively.
• Ability to build positive relationships with clients.

Responsibilities

• Document and write wills, and draft estate planning documents.
• Communicate with clients and external partners throughout the case.
• Manage an incoming caseload and work towards completing cases.
• Maintain accurate client records and correspondence.

Skills

Drafting wills

Managing cases

Customer service

Attention to detail

Prioritization

Job description

A leading community-focused organization is seeking a Will Writer to manage estate planning cases. You will communicate with clients, draft necessary documents, and ensure compliance. Ideal candidates will have experience in drafting wills and customer service skills. The role offers a competitive salary between £25,000 - £28,000, and various benefits including a pension plan and mental health support. This organization prioritizes community values and inclusivity in the workplace.