Wills & Probate Lawyer

CRA Consulting; East Midlands; On-site; GBP 45,000 - 55,000; Full time

Job summary

CRA Consulting is recruiting a Wills & Probate Lawyer in Nottingham to manage a varied private client caseload and deliver high-quality legal advice. The role offers exposure to complex matters within an established team and support from the Head of Department.

You will handle Wills, estate planning, probate applications and estate administration while building client relationships and ensuring excellent client care.

Qualifications

• Proven ability to manage diverse Wills and Probate/private client caseload with minimal supervision.
• Strong technical knowledge across Wills, Probate and Estate Administration.
• Excellent client-care skills with sensitivity and professionalism.
• Strong communication, organisational ability and attention to detail.
• Commitment to ongoing professional development.
• Experience supervising staff would be advantageous but not essential.

Responsibilities

• Independently manage varied caseloads of Wills and Probate from instruction to completion.
• Advise on Wills, estate planning, probate and estate administration.
• Prepare Wills, Lasting Powers of Attorney and related documents.
• Handle applications for Grants of Probate and Letters of Administration.
• Manage administration of estates: assets, liabilities and distributions.
• Liaise with executors, beneficiaries, financial institutions, HMRC and advisers.
• Provide empathetic legal advice and maintain high client care.
• Conduct legal research and ensure compliance with laws and regulations.
• Build relationships with clients and professionals.
• Support Head of Department and mentor junior staff.
• Utilise case management systems to maintain an efficient caseload.

Skills

Client care

Communication skills

Organisational ability

Attention to detail

Relationship building

People management

Professional development

Job description

Wills & Probate Lawyer
Nottingham
Up to £50,000

CRA Consulting, CRA Legal are proud to represent a multi-disciplinary high street law firm with an excellent reputation. The firm are a well-established legal practice, providing expert legal services to individuals and businesses. In addition to ethical practices, the firm boasts expertise, reliability and efficiency for both their employees and clients.

Role Overview

As a Wills & Probate Lawyer, you will be responsible for managing a varied caseload of private client matters, providing high-quality legal advice and supporting clients through what can often be complex and sensitive circumstances.
This is an excellent opportunity for an experienced private client professional looking to join an established team and play an important role in the continued development of the department.
The successful candidate will work closely with the Head of Department and will have the opportunity to take on some of the day-to-day people management responsibilities in their absence. Previous experience of supervising or managing a team would be advantageous, although this is not essential.

Key Responsibilities

• Independently manage a varied caseload of Wills and Probate matters from initial instruction through to completion.
• Advise clients on Wills, estate planning, probate and estate administration matters.
• Prepare and draft Wills, Lasting Powers of Attorney and other private client documentation.
• Deal with applications for Grants of Probate and Letters of Administration.
• Manage the administration of estates, including gathering assets, settling liabilities and distributing estates to beneficiaries.
• Liaise with executors, beneficiaries, financial institutions, HMRC and other professional advisers throughout the estate administration process.
• Provide clear, practical and empathetic legal advice to clients, ensuring a high level of client care at all times.
• Undertake legal research and ensure all work complies with current legislation, regulations and professional requirements.
• Build and maintain strong relationships with clients, colleagues and external contacts.
• Support the Head of Department with the day-to-day running of the team and provide guidance and support to more junior members of staff where required.
• Utilise case management systems and technology effectively to maintain an efficient and well-organised caseload.

About You

• A proven ability to manage a diverse Wills and Probate/private client caseload with minimal supervision.
• Strong technical knowledge across Wills, Probate and Estate Administration.
• Excellent client-care skills, with the ability to deal sensitively and professionally with clients during difficult circumstances.
• Exceptional communication skills, organisational ability and attention to detail.
• A positive, client-focused approach with the ability to develop and maintain strong professional relationships.
• The confidence to work closely with the Head of Department and provide support to junior members of the team.
• Previous experience of supervising or managing staff would be advantageous but is not essential.
• A commitment to ongoing professional development.