Private Client Solicitor - Wills, Probate & Trusts Flexible

Healdlaw Limited; Buckingham; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private medical insurance

26 days holiday per year

Death in service

Pension scheme with employer 4%

Job summary

Heald Solicitors in Buckingham is seeking a Private Client Solicitor or Legal Executive to join a busy Private Client team. The role covers Wills, Probate, Estate Administration, Trusts, Tax Planning, LPAs and Court of Protection matters.

The ideal candidate will have 5+ PQE as a Solicitor or be a CILEX Fellow, with experience across Wills, Probate, LPAs and Trusts. STEP is a plus. The firm offers 26 days holiday, private medical insurance, and a supportive environment.

Qualifications

• Experience across Wills, Probate, LPAs and Trusts.
• Ability to manage an independent caseload with minimal supervision.
• Strong communication skills and client-focused approach.

Responsibilities

• Drafting, preparing and executing Wills and Codicils.
• Advising on and preparing Lasting Powers of Attorney (LPAs).
• Handling Probate applications, Grants of Probate/Letters of Administration, and full estate administration.
• Advising on and administering Trusts, including lifetime trusts and post death arrangements.
• Providing inheritance tax, capital gains tax and general estate planning advice.
• Supporting and advising elderly clients in a sensitive and professional manner.
• Maintaining excellent client care and communication, ensuring all work complies with regulatory and firm standards.
• Contributing to business development initiatives and maintaining strong referrer relationships.

Skills

Independent caseload management

Strong communication

Mentoring junior staff

Education

Solicitor

CILEX Fellows

Job description

Heald Solicitors in Buckingham is seeking a Private Client Solicitor or Legal Executive to join a busy Private Client team. The role covers Wills, Probate, Estate Administration, Trusts, Tax Planning, LPAs and Court of Protection matters.

The ideal candidate will have 5+ PQE as a Solicitor or be a CILEX Fellow, with experience across Wills, Probate, LPAs and Trusts. STEP is a plus. The firm offers 26 days holiday, private medical insurance, and a supportive environment.