Wills & Probate Paralegal — Path to Training Contract

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

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