Probate Solicitor/legal executive

2 days ago

Bexleyheath, Greater London, United Kingdom Lumia Recruitment Full time £80,000 - £100,000 per year


Job Description:

  1. Our client is a distinguished legal practice specialising in probate, estate planning, and asset protection. We are currently seeking an experienced and dedicated Probate and Estate Planning Attorney to join our team. If you are passionate about helping individuals and families navigate complex legal matters related to wills, trusts, and estates, we invite you to consider this opportunity.

    Job Description:

    As a Probate and Estate Planning Attorney, you will play a pivotal role in providing legal counsel and support to clients in matters related to estate planning, probate administration, and asset protection. Your responsibilities will encompass a wide range of tasks, including:

    Key Responsibilities:

    1. Client Consultation:
    - Conduct in-depth consultations with clients to understand their estate planning needs and objectives.
    - Assess clients' assets, financial situation, and family dynamics to provide tailored legal advice.

    2. Probate Administration:
    - Manage all aspects of probate cases, including the preparation and filing of necessary legal documents.
    - Attend court hearings and ensure compliance with legal requirements throughout the probate process.

    3. Estate Planning:
    - Draft and review wills, trusts, and other estate planning documents to align with clients' goals.
    - Customise estate plans to address unique client circumstances and maximise asset protection.

    4. Legal Research:
    - Stay current on evolving laws and regulations related to probate, estate planning, and asset protection.
    - Provide clients with accurate legal advice based on thorough research and analysis.

    5. Asset Valuation:
    - Collaborate with appraisers, financial experts, and professionals to accurately assess the value of estate assets.
    - Ensure precise valuation for estate planning and probate purposes.

    6. Beneficiary Communication:
    - Maintain clear and transparent communication with beneficiaries, heirs, and stakeholders.
    - Provide updates on the probate process and address any concerns or inquiries.

    7. Dispute Resolution:
    - Handle disputes and litigation related to wills and estates.
    - Strive to achieve favourable outcomes for clients through negotiation, mediation, or litigation.

    8. Documentation and Record Keeping:
    - Maintain meticulous records of all probate cases, ensuring compliance with legal requirements and deadlines.
    - Organise and securely store important legal documents.

    9. Client Education:
    - Educate clients on the probate process, potential challenges, and strategies to protect their assets and wishes.
    - Empower clients to make informed decisions about their estate planning.

    Qualifications:

    - Proven experience as a Probate and Estate Planning Attorney, with a deep understanding of estate planning laws and regulations for 2-3 years or more
  1. - Excellent communication skills, with the ability to convey complex legal concepts clearly to clients.
  1. - Strong research and analytical skills to provide accurate legal counsel.

    - Detail-oriented and highly organised, with the ability to manage multiple cases simultaneously.

    - Empathetic and client-focused approach to legal practice.
  1. - Proficiency in legal software and technology for document management and research.

    Job Benefits:

    - Competitive Compensation:
    - Hybrid Working
    - Generous Leave
    - Pension Scheme
    - Eye Care
    - Employee Assistance Programme
    - Social Events
    - Healthcare Cashback
    - Discounts on Legal Services for family and friends
  1. If you are a dedicated and experienced Probate and Estate Planning Attorney committed to helping clients protect their assets and legacy, we encourage you to apply for this rewarding position. 

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