Private Client Paralegal – Wills, Estates & Trusts

Cullen Kilshaw Solicitors & Estate Agents; United Kingdom; On-site; GBP 25,000 - 34,000; Full time

Job summary

Cullen Kilshaw Solicitors & Estate Agents in Tranent is seeking an experienced Private Client Paralegal to join our busy team. You will handle a broad range of private client matters and support solicitors in delivering a high level of client service.

You will work closely with colleagues to manage executries, wills, Powers of Attorney, trusts, and related documentation, ensuring accuracy, compliance with Scottish procedures, and timely progress of matters.

Qualifications

• Knowledge of Scottish private client procedures and documentation.
• Experience administering executries independently.
• Experience preparing wills and Powers of Attorney.
• Trust administration experience.
• Familiarity with legal case management systems.
• STEP qualification or willingness to work towards relevant qualifications.

Responsibilities

• Assist with the administration of executries and estates.
• Prepare wills and Powers of Attorney.
• Assist in the administration of trusts.
• Draft routine correspondence and legal documents.
• Liaise with clients, beneficiaries, financial institutions and third parties.
• Maintain accurate records and case management systems.
• Progress matters in a timely manner and provide exceptional client care.
• Collaborate with solicitors and support staff across the firm.

Skills

Organisational skills

Attention to detail

Communication skills

Time management

Trust administration experience

Education

STEP qualification or willingness to work towards relevant qualifications

Tools

Legal case management systems

Job description

Cullen Kilshaw Solicitors & Estate Agents in Tranent is seeking an experienced Private Client Paralegal to join our busy team. You will handle a broad range of private client matters and support solicitors in delivering a high level of client service.

You will work closely with colleagues to manage executries, wills, Powers of Attorney, trusts, and related documentation, ensuring accuracy, compliance with Scottish procedures, and timely progress of matters.