Simpson Judge Ltd

Wills&Probate Paralegal

About the Employer

Job Description

Job Description: Wills&Probate Paralegal Location: Hammersmith Firm: Regional Team: Award-Winning Private Client Team Salary: Up to 29k DOE About Our Client: Join a leading law firm renowned for its commitment to excellence and client satisfaction. Our award-winning client specializes in Private Client matters and multiple other areas of law, offering innovative legal solutions to a diverse range of clients. Position Overview: My client is seeking a skilled and motivated Wills and Probate Paralegal with a minimum of 1 years’ experience to join a dynamic team in Hammersmith. The ideal candidate will have a proven track record in handling complex Private Client cases and a strong understanding of wills and probate processes. Key Responsibilities: Estate Administration: Assist with the administration of estates, including obtaining and organizing relevant documentation (death certificates, asset records, etc.). Liaise with executors, beneficiaries, and relevant parties involved in the estate. Draft and prepare applications for probate, letters of administration, and other legal documents required for estate administration. Help with preparing tax forms related to inheritance tax and estate planning. Will Preparation: Assist solicitors in drafting, revising, and executing wills, including gathering necessary information from clients and ensuring all wishes are documented. Ensure wills comply with legal standards and address client needs. Probate Process: Guide executors through the probate process, from filing the will to obtaining a grant of probate (or letters of administration). Manage the preparation and filing of documents with the court, including petitions, applications, and inventories. Handle the distribution of assets in accordance with the will or state law, ensuring timely and accurate processing. Communication&Client Relations: Communicate with clients, beneficiaries, executors, and other legal professionals involved in the probate and estate planning process. Keep clients informed of progress and provide guidance on legal matters within the bounds of the paralegal role. Manage sensitive client information with confidentiality and professionalism. Legal Research&Compliance: Conduct legal research related to probate law, estate planning, inheritance tax, and related topics. Ensure that all documents comply with relevant laws and regulations. Stay updated on changes in estate law and probate procedures. Document Management: Maintain accurate, organized files for each client and case, ensuring that all records are kept up to date. Prepare and manage a variety of legal documents including affidavits, inventories, and accountings. Court Filings&Appearances: Assist with filing documents with the probate court and other relevant authorities. May be required to attend court hearings or meetings with clients and executors to assist solicitors. Client Meetings: Assist in meetings with clients to gather information and provide updates on the estate administration. Help draft and organize documents for client review during will or estate planning discussions. Qualifications Experience: · Paralegal with at least 1 year of experience in . · Strong knowledge of relevant laws and regulations pertaining to Wills and Probate, Tax's etc · Excellent analytical, negotiation, and communication skills. · Proven ability to manage a diverse caseload effectively and efficiently. · Demonstrated client-focused approach with a strong commitment to achieving the best outcomes for clients. · Ability to work independently and as part of a collaborative team. Benefits: · Competitive salary and benefits package. · Opportunities for professional development and career progression within an amazing regional firm. · A supportive and inclusive work environment with a focus on work-life balance. The chance to work with a highly respected team on high-profile cases. How to Apply: If you are an ambitious Private Client Paralegal looking to advance your career in a leading law firm, we would love to hear from you. Please submit your CV to Jess Cole detailing your relevant experience and why you would be a great fit for our client. Jess.colesimpsonjudge.co.uk 07584016389