Private Client Legal Assistant (Wills & Probate)

Brook Street; Emsworth; On-site; GBP 28,000 - 32,000; Full time

Job summary

Brook Street in the United Kingdom is seeking an experienced Legal Assistant to join a Private Client team in Emsworth. The role focuses on wills, trusts and probate, delivering high-quality client service in a fast-paced legal environment.

You will support fee earners, manage files, prepare documents, and maintain case records while ensuring confidentiality and regulatory compliance.

Monday to Friday 9:00am–5:00pm, salary £28,000–£32,000 depending on experience.

Qualifications

• Previous experience in a Private Client department.
• Experience supporting Wills, Probate, Estate Administration, Trusts, or Powers of Attorney.
• Strong organisational skills with the ability to manage multiple tasks.
• Excellent attention to detail and a high level of accuracy.
• Strong written and verbal communication skills.
• Professional, empathetic and client-focused approach.
• Experience using case management systems and Microsoft Office.
• Ability to work independently and as part of a team.
• Proactive attitude and willingness to learn and develop.

Responsibilities

• Opening and setting up new client files per compliance procedures.
• Providing full administrative and secretarial support to the Wills, Trusts & Probate team.
• Preparing correspondence, legal documents, forms and court paperwork accurately and efficiently.
• Managing diaries, appointments, meetings and client communications.
• Assisting with probate and estate administration, liaising with executors and beneficiaries.
• Chasing outstanding documentation from clients and external bodies (HMRC, OPG, banks).
• Processing incoming/outgoing post and recording correspondence.
• Updating client records in the firm's case management system.
• Supporting fee earners with file management from instruction to completion.
• Assisting with the preparation of LPAs, Wills and Probate applications.
• Ensuring confidentiality and regulatory compliance.
• Undertaking general office duties as required.

Skills

Organisational skills

Attention to detail

Communication skills

Teamwork

Proactive attitude

Tools

Case management system

Microsoft Office

Job description

Brook Street in the United Kingdom is seeking an experienced Legal Assistant to join a Private Client team in Emsworth. The role focuses on wills, trusts and probate, delivering high-quality client service in a fast-paced legal environment.

You will support fee earners, manage files, prepare documents, and maintain case records while ensuring confidentiality and regulatory compliance.

Monday to Friday 9:00am–5:00pm, salary £28,000–£32,000 depending on experience.