Probate and Estate Planning Specialist

4 weeks ago

Ware, Hertfordshire, United Kingdom Themis Recruit Full time
About the Role

Our client, a prominent regional law firm known for its comprehensive legal services tailored for individuals and businesses, is in search of a qualified solicitor or CILEX professional to enhance their expanding Wills, Trusts, and Probate (Post-Death) team. The ideal candidate will possess between NQ to 3 years of post-qualification experience and ideally hold a STEP membership or be motivated to pursue this qualification.


Key Responsibilities:
  • Conducting consultations and drafting Wills, Lasting Powers of Attorney (LPAs), and general Powers of Attorney.
  • Managing a diverse caseload primarily focused on Probate and estate administration, ranging from straightforward (below IHT threshold) to more complex taxable estates requiring IHT400 submissions.
  • Demonstrating the ability to handle estates where the deceased has not left a Will, along with a solid grasp of intestacy laws and procedures.
  • Possessing knowledge of trusts and the fundamental tax implications associated with trusts during their establishment and throughout their duration.
  • Understanding the setup and management of Life Interest trusts and Discretionary trusts as outlined in a deceased's Will.
  • Exhibiting awareness and experience in matters affecting elderly clients, including familiarity with the Court of Protection and deputyship processes.

Requirements:
  • NQ to 3 years of post-qualification experience (Solicitor or CILEX).
  • STEP membership is highly advantageous but not mandatory.
  • A collaborative team player who is self-sufficient and capable of working independently.
  • Ability to engage with clients from various backgrounds, from modest estates to high-net-worth individuals.
  • Willingness to participate in networking and business development initiatives, acting as a representative for the firm.
  • Awareness of opportunities for cross-referral of work within the department and across other practice areas of the firm.
  • Capacity to maintain composure and methodical work habits under pressure.
  • Ownership of a vehicle is beneficial.

Benefits:Financial Benefits:
  • Competitive salary structure.
  • Incentive schemes for firm-wide and fee earners.
  • Contributory pension plan.
  • Annual travel season ticket loans.
  • Referral bonuses for successfully introducing new recruits.
Health and Wellbeing Benefits:
  • Generous annual leave provisions.
  • Flexible and hybrid working arrangements.
  • Enrollment in a healthcare cash plan.
  • Employee Assistance Program offering free support for personal challenges affecting work-life balance.
  • Access to designated mental health first aiders.
  • Participation in wellbeing webinars.
  • Complimentary fruit for all staff members.
Social Benefits:
  • Annual summer social events.
  • Yearly festive gatherings.
  • Informal lunchtime social activities, including walks, picnics, and charity bake-offs.
  • Quarterly team lunches.
  • Annual online staff quiz.
Career Development:
  • Clear progression pathway with defined objectives for those aspiring to advance into senior roles.
  • Biannual appraisal system.
  • Monthly one-on-one meetings and departmental discussions.
  • Support for various panel memberships and legal qualifications.
  • Ongoing training in regulatory compliance.
  • Opportunities for business development, marketing, and networking.

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