Private Client Probate Lead - Estate Planning & Trusts

Fresh People Ltd; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Fresh People Ltd is recruiting a Probate and Estates professional for an established professional services and advisory firm in Faversham. The role covers probate, estate administration, wills, trusts and inheritance tax, with broad private client responsibilities.

You will work with private clients and families, handling matters from grants to distributions, with opportunities to develop broader private client expertise in a collaborative advisory environment.

Qualifications

• Qualified Solicitor, Chartered Legal Executive or experienced probate professional.
• 2+ years' probate/private client experience.
• Strong estate administration experience; client-facing role.
• Exposure to wills, trusts and IHT advantageous.

Responsibilities

• Probate and estate administration
• Applications for Grants of Probate
• Inheritance Tax reporting
• Wills and estate planning
• Trusts and succession matters
• Estate accounts and distributions
• Liaising with executors and beneficiaries
• Managing matters through to completion

Skills

Probate experience

Private client experience

Estate administration

Wills and trusts

Client liaison

Job description

Fresh People Ltd is recruiting a Probate and Estates professional for an established professional services and advisory firm in Faversham. The role covers probate, estate administration, wills, trusts and inheritance tax, with broad private client responsibilities.

You will work with private clients and families, handling matters from grants to distributions, with opportunities to develop broader private client expertise in a collaborative advisory environment.