Private Client Legal Assistant - Wills & Probate

HTF Legal Ltd

Wetherby

On-site

GBP 24,000 - 32,000

Full time

2 days ago

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Job summary

HTF Legal Ltd in Wetherby is seeking an experienced Private Client/Legal Assistant to join a busy Private Client team. You will support a varied caseload of wills, probate, estate administration and lasting powers of attorney, providing high-quality administrative and technical assistance with proactive case progression and excellent client care.

You will prepare documentation for wills and estate planning, assist with probate applications and LPA/deputyship work, and help with client-facing

Qualifications

Experience in private client or wills and probate support roles.
Familiarity with wills, probate procedures and estate administration.
Excellent client care and communication skills with sensitive matters.
Experience undertaking AML checks and maintaining audit-ready records.

Responsibilities

Provide administrative and case management support across wills, probate and LPO matters.
Draft client care letters, engagement paperwork, wills, codicils and probate forms.
Assist with probate applications and liaise with HM Courts & Tribunals Service and banks.
Support estate administration tasks including asset identification and distributions.
Conduct AML checks, verify identity and source of funds.
Maintain case management records, track time and assist with billing.
Respond to routine inquiries, arrange appointments and keep clients updated.
Contribute to precedents, checklists and workflows for efficiency.
Support training and mentoring of junior staff and participate in team meetings.