Private Client Solicitor

Douglas Scott Ltd; Bury; On-site; GBP 45,000 - 65,000; Full time

Job summary

Douglas Scott Ltd is seeking a Private Client Solicitor in the Bury area to advise individuals and families on wills, probate and estate planning matters. The role involves handling a broad caseload with a focus on compassionate, client-centred service and practical solutions.

You will attend local events and client visits, and work within a supportive Private Client team of around 20 staff, contributing to growth and excellent client care.

Qualifications

• Qualified Solicitor with proven Wills, Probate and Estate Planning experience.
• Strong knowledge of wills, inheritance tax, trusts and estate administration.
• Excellent client care and ability to explain complex concepts clearly.
• Great attention to detail, organisation and time management.
• Capable of working independently within a team and commercially minded.

Responsibilities

• Draft wills and relevant estate planning documents.
• Prepare and register LPAs for property, finances and health.
• Administer estates and handle probate applications.
• Prepare inheritance tax returns and related documents.
• Maintain accurate records of estate transactions.
• Assist with trust administration and registration.
• Travel to client sites and offices as required.
• Participate in local events to engage clients.

Skills

Wills & Probate

Estate Planning

Tax planning

Trusts

Client care

Business development

Driving licence

Travel readiness

Job description

Private Client Solicitor
Location: Bury
Salary: Competitive, Dependent on Experience

An excellent opportunity has arisen for a client-focused and compassionate Private Client Solicitor to join a well-established and forward-thinking law firm close to Bury. This role offers the chance to work within a respected Private Client team of around 20 staff, advising individuals and families on a full range of wills, probate, and estate planning matters.

The position involves attendance at local events, and home visits, providing a truly client-centred service.

The Role:

As a Wills & Probate Solicitor, you will provide expert legal advice and guidance on all aspects of private client work, ensuring every client receives a professional and empathetic service. You will manage a varied caseload of matters, including will drafting, estate administration, and inheritance tax planning, while contributing to the ongoing success and growth of the department.

Key Responsibilities Include:

• Draft straightforward and complex wills, ensuring clients' wishes are accurately and legally reflected.
• Prepare bespoke wills incorporating discretionary and life interest trusts, including matters involving business or agricultural assets.
• Draft and register Lasting Powers of Attorney (LPA) for both property and financial affairs, as well as health and welfare.
• Review existing wills, trusts, and related documentation to ensure compliance with current legislation and alignment with clients' intentions.
• Handle the full probate process, including obtaining Grants of Probate or Letters of Administration.
• Manage the collection, valuation, and distribution of estate assets in accordance with wills or intestacy rules.
• Prepare and file inheritance tax returns and other tax documents (income and capital gains tax) as required.
• Ensure accurate record-keeping of all estate transactions, communications, and financial activities.
• Implement and administer trusts created under wills, including registration and preparation of related documentation such as Deeds of Appointment.

What We're Looking For:

• Qualified Solicitor with proven experience in Wills, Probate, and Estate Planning.
• Strong technical knowledge across wills, inheritance tax planning, trusts, and estate administration.
• Exceptional client care skills with the ability to communicate complex legal concepts clearly and sensitively.
• Excellent attention to detail, organisation, and time management skills.
• Ability to work independently while contributing effectively within a collaborative team environment.
• A proactive and commercially aware approach with an interest in business development.
• Full UK driving licence and willingness to travel between offices and client sites as required.