Private Client Lawyer - Estates & Wealth Advisor

Chadwick Nott; Marlborough; On-site; GBP 45,000 - 65,000; Full time

Job summary

Chadwick Nott is seeking a Private Client Lawyer to join a highly regarded South West firm’s Estates team. Based in Teignmouth, you will manage a diverse estate administration caseload, advising executors, trustees and beneficiaries throughout probate and related processes.

The role offers exposure to tax-related matters, Wills and LPAs, with opportunities for client development and mentoring junior colleagues within a supportive, ambitious team.

Qualifications

• Qualified Solicitor or Chartered Legal Executive with estate administration experience.
• Experience handling a caseload from start to finish in private client matters.
• Strong communication and relationship-building with clients, executors and trustees.
• Knowledge of tax-related aspects in estate administration is a plus.

Responsibilities

• Manage a varied caseload of taxable and non-taxable estate administrations.
• Advise executors, trustees and beneficiaries through the probate process.
• Prepare inheritance tax returns, Grants of Representation, estate accounts and distributions.
• Draft Wills and Lasting Powers of Attorney.
• Meet clients in the office or at their homes when appropriate.
• Build and maintain client relationships and referral networks.
• Collaborate with colleagues on trusts, succession planning and related tax matters.
• Support the growth and reputation of the Estates team; mentor junior colleagues.

Skills

Client relations

Communication

Organisational skills

Attention to detail

Estate administration

Job description

Chadwick Nott is seeking a Private Client Lawyer to join a highly regarded South West firm’s Estates team. Based in Teignmouth, you will manage a diverse estate administration caseload, advising executors, trustees and beneficiaries throughout probate and related processes.

The role offers exposure to tax-related matters, Wills and LPAs, with opportunities for client development and mentoring junior colleagues within a supportive, ambitious team.