Paralegal - Probate & Wills

6 days ago

Felixstowe, United Kingdom Cooper Lomaz Recruitment Ltd Full time

Drawing up a will or administering an estate can be an emotional experience, therefore, our client's team will make sure that the future of their client's families are secure and that their wishes are carried out.

Offering a comprehensive and personal service to their clients including will drafting, inheritance tax planning advice, assistance with the administration of a will or advice on a contested will, the team has considerable expertise in advising on wills, contested wills and probate litigation.

Main Responsibilities of the Role:

Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of client's needs
Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: estate administration; applying for and obtaining the grant of probate; setting up trusts; advising on inheritance tax; contesting a will; settling any tax liabilities and affairs
Attending meetings with clients, taking instructions and preparing cases
Dealing with correspondence
Promptly implementing any recommendations made by your supervisor following monthly file reviews
Ensuring compliance with file management.Key Skills Required:

A strong academic background with a Law degree
Ability to demonstrate passion and experience in a broad range of Wills and Probate Law
Legal experience as a Wills and Probate Paralegal/Advisor
Clear understanding and application of Wills and Probate Laws
Business acumen and the ability to market the Company
Excellent communications skills to work effectively with all types of people
Excellent analytical and organizational skills and ability to use own initiative but know when to seek guidance
Committed team player, self -motivated and professional
Excellent IT Skills - familiar with Microsoft Office applications and document management skills.Salary is competitive but dependant on experience

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