Estate Planning Paralegal: Wills, LPAs & Probate

Elite Touch Group; Verwood, Bournemouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable legal firm in Verwood is seeking a Private Client Paralegal to join their busy Private Client team. The successful candidate will be responsible for drafting Wills, managing probate matters, and advising clients on estate planning. Ideal applicants will have experience in private client work and be proficient in Outlook and Word. This role offers an opportunity to contribute to a supportive environment and build long-term client relationships.

Qualifications

• Experience in all aspects of private client work.
• Confident telephone manner handling enquiries.
• Proficiency in Outlook, Word, and preferably Excel.

Responsibilities

• Draft and advise on Wills and LPAs.
• Manage probate matters including grants of probate.
• Advise clients on estate planning.
• Handle complex estate planning cases involving trusts.
• Assist clients with contested probate cases.
• Provide compassionate and professional advice.
• Build and maintain long-term relationships with clients.
• Help drive the department forward.

Skills

Experience in all aspects of private client work

Confident telephone manner

Proficient with Outlook, Word and preferably Excel

Job description

A reputable legal firm in Verwood is seeking a Private Client Paralegal to join their busy Private Client team. The successful candidate will be responsible for drafting Wills, managing probate matters, and advising clients on estate planning. Ideal applicants will have experience in private client work and be proficient in Outlook and Word. This role offers an opportunity to contribute to a supportive environment and build long-term client relationships.