Wills & Probate Paralegal

Confidential; Essex; On-site; GBP 21,000 - 30,000; Full time

Job summary

Confidential is seeking an experienced Private Client Paralegal to support wills and probate matters within the private client team. You will assist lawyers with probate and estate administration, draft correspondence and documents, and use case management systems to keep work accurate and on track.

You will liaise with clients and other professionals, conduct legal research, review client documents, and help ensure billing and compliance deadlines are met as part of your ongoing development

Qualifications

• Experience in Wills and Probate preferred.
• Draft correspondence and documents ensuring accuracy and customer requirements.
• Use case management systems to generate and complete correspondence and documents.
• Coordinating and attend meetings, take instructions and notes and liaise with customers.
• Researching laws and regulations.
• Liaising with financial advisors and accountants.
• Assist with their case-load as appropriate.
• Review client documents.
• Assist with ensuring client billing is undertaken accurately and within deadlines.
• Ensuring compliance responsibilities and adhered to.

Responsibilities

• Assisting the private client lawyers with probate and estate administration
• Draft correspondence and documents ensuring accuracy and customer requirements
• Using case management systems to generate and complete correspondence and documents
• Coordinating and attend meetings, take instructions and notes and liaise with customers
• Researching laws and regulations
• Liaising with other professionals such as financial advisor's and accountants
• Assisting the team with their case-load as appropriate
• Review client documents
• Assist with ensuring client billing is undertaken accurately and within deadlines
• Ensuring compliance responsibilities and adhered to.

Job description

Are you experienced in Wills & Probate and looking to continue your career, ideally in a firm that will be offering a training contract?

This role sits within the Private client team which delivers a full range of legal services including drafting of wills and lasting powers of attorney, document preparation, probate and estate administration and search and analysis.

As a private client paralegal, you will be responsible for:

• Assisting the private client lawyers with probate and estate administration
• Draft correspondence and documents ensuing they are accurate and meet our customer's requirements
• Using case management systems to generate and complete correspondence and documents
• Coordinating and attend meetings, take instructions and notes and liaise with customers
• Researching laws and regulations
• Liaising with other professionals such as financial advisor's and accountants
• Assisting the team with their case-load as appropriate
• Review client documents
• Assist with ensuring client billing is undertaken accurately and within deadlines
• Ensuring compliance responsibilities and adhered to

This firm is invested in each employee's career progression especially for paralegal's, as their goal is to progress and retain the best legal professionals.

We look forward to your application.