Estates & Legal Assistant: Wills, LPAs & Probate Specialist

SHORTS; Chesterfield; On-site; GBP 25,000 - 35,000; Full time

Job summary

A long-established firm of accountants in Chesterfield is seeking a detail-oriented Estates & Legal Assistant to support their Private Client team. The role involves assisting in estate planning, drafting legal documents, and collaborating closely with clients and internal teams. Ideal candidates should have strong communication skills and a background in law or paralegal work. The firm offers a supportive culture with training opportunities and a focus on work-life balance.

Benefits

True work-life balance

Free parking & TOIL

25 days holiday

Enhanced maternity/paternity/adoption leave

Mental Health First Aiders & Employee Assistance Programme

Ongoing training and development support

Collaborative culture with long-term career progression

Qualifications

• Experience in Will drafting or private client legal work is desirable.
• Client-facing or administrative experience is preferred.
• Exposure to legal, financial, or estate-related work is beneficial.

Responsibilities

• Assist in drafting Wills and Lasting Powers of Attorney under supervision.
• Support the preparation and submission of probate applications.
• Gather and verify asset and liability information for estate administration.
• Maintain accurate client records and case files.
• Communicate professionally with clients and third parties.
• Liaise with internal teams for smooth estate-related processes.
• Contribute to process improvements and client service initiatives.

Skills

Excellent written and verbal communication skills

Strong attention to detail

Highly organized

Professional and empathetic approach

Proficient in Microsoft Office

Education

Law Degree (LLB) or equivalent paralegal certification

GCSEs/A-Levels

Job description

A long-established firm of accountants in Chesterfield is seeking a detail-oriented Estates & Legal Assistant to support their Private Client team. The role involves assisting in estate planning, drafting legal documents, and collaborating closely with clients and internal teams. Ideal candidates should have strong communication skills and a background in law or paralegal work. The firm offers a supportive culture with training opportunities and a focus on work-life balance.