Private Wealth Paralegal – Probate, Trusts & Estates

WOMBLE BOND DICKINSON; Newcastle Emlyn; On-site; GBP 22,000 - 32,000; Full time

Job summary

Womble Bond Dickinson is seeking a Paralegal to support a broad range of private wealth matters. You will assist with estates administration, probate applications, tax forms, and document drafting, while liaising with HMRC and the Probate Registry.

The role involves handling bundles for hearings, client meetings with a qualified fee earner, and legal research across probate, trusts, and related litigation. A law degree and prior paralegal experience are essential.

Qualifications

• Completed law degree (2:1 or higher) or other equivalent legal qualification.
• Experience working as a Paralegal or Legal Assistant.
• Experience managing multiple workloads simultaneously.

Responsibilities

• Assisting with the administration of estates, including gathering asset and liability information.
• Drafting correspondence, estate accounts and documents required for probate applications.
• Supporting the preparation and submission of probate applications and liaising with HMRC and the Probate Registry.
• Assisting with Inheritance Tax forms and related calculations.
• Assisting with the drafting of a variety of documents including pre-action correspondence, court applications and witness statements.
• Preparing bundles and supporting documentation for case management hearings, mediations and trials.
• Meeting with clients (along with a qualified fee earner) to take initial instructions and understand the background to a matter.
• Carrying out legal and procedural research.
• Assisting with the management of wills, trusts and estate-related queries, as well as supporting litigation matters through all stages of the process.
• Preparing engagement letters, maintaining good file management, ensuring timely responses to clients and supporting the financial management of files.

Skills

Paralegal experience

Multitasking

Litigation experience

Education

Law degree (2:1 or higher)

Job description

Womble Bond Dickinson is seeking a Paralegal to support a broad range of private wealth matters. You will assist with estates administration, probate applications, tax forms, and document drafting, while liaising with HMRC and the Probate Registry.

The role involves handling bundles for hearings, client meetings with a qualified fee earner, and legal research across probate, trusts, and related litigation. A law degree and prior paralegal experience are essential.