Wills & Probate Paralegal

Reed; Essex; On-site; GBP 22,000 - 30,000; Full time

Job summary

Reed is seeking an experienced Private Client Paralegal to support wills, probate and estate administration within a busy private client team.

This role offers a clear path to progression and the potential for a training contract, with responsibilities including drafting correspondence, using case management systems, liaising with clients and professionals, and ensuring billing accuracy and compliance.

Qualifications

• Experience in Wills & Probate or private client matters
• Ability to assist private client lawyers with probate and estate administration
• Experience with document preparation and drafting correspondence

Responsibilities

• Assist private client lawyers with probate and estate administration
• Draft correspondence and documents ensuring accuracy and alignment with customer requirements
• Use case management systems to generate and complete correspondence and documents
• Coordinate and attend meetings, take instructions and notes, liaise with customers
• Research laws and regulations relevant to private client matters
• Liaise with professionals such as financial advisers and accountants
• Support the team with caseload management as appropriate
• Review client documents and assist with client billing to ensure accuracy and deadlines
• Support compliance responsibilities and adherence to policy

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.