Paralegal - Wills, Trusts & Probate

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Paralegal - Wills, Trusts & Probate, Bristol

Location: Bristol, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

c730482d147a

Job Views:

6

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

Paralegal - Wills, Trusts & Probate (Private Client)
Location: Bristol
Department: Wills, Trusts & Estates
Job Type: Full-Time | Permanent
Recruiting on behalf of: A leading regional law firm
We are working in partnership with a well-established, multi-office UK law firm with a strong national reputation in Property and Private Client services. With over 30 years of legal excellence, their offices span London, Birmingham, Bristol, Gloucester, and Devon.
The Role:
As a Paralegal in the Wills, Trusts & Estates department, you will be providing high-level administrative and legal support to a senior fee earner (Legal Director). You'll be the first point of contact for clients-often during sensitive times-so empathy, discretion, and professionalism are key.
This is an ideal role for someone with previous Private Client experience who thrives in a fast-paced legal setting and is eager to continue developing their expertise in Wills, LPAs, Probate, and Estate Administration.
Key Responsibilities:

• Drafting and preparing Wills, LPAs, and Probate documentation under the guidance of the fee earner
• Assisting with file opening, ID checks, and compliance with AML regulations
• Liaising with clients, often during bereavement, with compassion and professionalism
• Preparing and issuing invoices, monitoring outstanding payments
• Attending home visits (alongside fee earner) as required
• Undertaking Land Registry, bankruptcy searches, and applying for S27 Notices
• Organising client meetings, taking calls, managing electronic and hard copy files
• General PA/paralegal duties including audio typing, diary management, and file closures
• Assisting other departments and covering reception when needed

About You:
Essential:

• Previous experience as a Paralegal in a legal environment (Wills & Probate preferred)
• Strong audio typing and document production skills
• Excellent attention to detail and organisational skills
• Ability to work independently and handle sensitive client matters
• Confident with MS Office and legal case management systems
• A Law Degree or equivalent qualification
• Experience with LPA and Estate Administration processes
• Familiarity with DPS or similar case management software

Salary & Benefits:

• Salary: Competitive, based on experience
• Friendly, professional team with strong mentorship and training available
• Opportunity to build a long-term career within a reputable law firm

Equal Opportunities:
Our client is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration regardless of background.
Interested in this opportunity?
Get in touch today to discuss the role in more detail or to apply with your CV. For a confidential discussion, please contact Rachel Phillips at TSR Legal on 02920 388100, or email. Alternatively, apply directly using the link below.