Will Writer

Wills, Probate, Tax & Trusts|
Derby

WILLS, PROBATE, TAX & TRUSTS
Will Writer

An exciting opportunity has arisen for a proactive, self-motivated and client-focused individual to join our Wills, Probate, Tax & Trusts team based in Derby.
The Will Writer will be responsible for the creation of a range of documentation from basic and mirror wills to those of a more complex nature including property trusts, exclusion of family members and those with multiple beneficiaries.
Where appropriate, the Will Writer will assist other fee-earners in the team, manage workloads using the case management system and complete associated administrative tasks.
This role reports directly to Claire Rudkin, Head of Wills, Probate, Tax and Trusts.

Role

Key responsibilities will include:

- Taking instructions from clients in relation to the drafting of wills, this will initially be via a telephone enquiry through to face-to-face meetings, video calls via Zoom/Teams/FaceTime/WhatsApp/Skype and home visits.
- Advising on the most appropriate will and lasting power of attorney.
- Drafting wills and ancillary documents and correspondence.
- Preparing and registering LPAs.
- Dealing with telephone enquiries.
- Progressing matters by communicating where necessary with clients.
- Closing files and registering documents.
- Managing time each week to allow for client meetings and the office-based preparation of wills following receipt of client instructions.
- Working with the wider Wills team to ensure that all requests are carried out in a timely manner and in accordance with the department’s SLAs.
- Liaising with the administration team to ensure the case management system and will bank is kept up-to-date.
- Ensuring financial targets are met.
- Ensuring that all firm-wide and departmental SLAs and procedures are followed.

You will:

- Have previous experience in a Will Writing role;
- Have proficient IT skills;
- Be able to communicate at all levels within the team and with clients;
- Possess good listening skills;
- Be able to prioritise workloads;
- Be able to remain polite and professional at all times; and
- Be able to use your own initiative.
- Disclosure will be required in the event that a position is offered._

Schedule:

- Monday to Friday

Work Location: One location