Wills & Probate Paralegal — Path to Training

Reed

Essex

On-site

GBP 22,000 - 30,000

Full time

3 days ago
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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

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.

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