Wills and Probate Legal Assistant

6 days ago

St Helens, United Kingdom Tickle Hall Cross Limited Full time

We are looking a Wills and Probate Legal Assistant to assist us in providing the best estate administration and probate services to our clients.

The Wills and Probate Legal Assistant role is a varied in supporting the estate administration and probate process.

Due to the nature of the work being carried out, it is a requirement that this role will be shared between our offices in St Helens and Prescot.

**Skills**:

- Communication and relationship building skills.
- Excellent attention to detail.
- A positive approach to achieving targets.
- Able to manage time effectively whilst maintaining accurate and high-quality work.
- Able to work effectively as part of a team.
- Adaptable to change in line with business needs.
- Demonstrable experience of producing highly detailed and accurate work
- Experience in managing multiple tasks and prioritising deadlines
- Proven ability to communicate both verbally and in writing.
- Previous experience within estate administration or probate.
- Experience of working within an office environment.

**Role**
- Carrying out full estate checklists and supporting with overviews
- Answering income calls from third parties and beneficiaries
- Dealing with post, updating the system and logging appropriate work
- Drafting, printing letters and dealing with dictation.
- Check and review all required documents for each estate
- Conduct Bankruptcy, Will Search, Land Registry and Money Laundering checks as well as arranging Property Valuations
- Chasing third parties for information relating to existing cases
- Paying debts and expenses on estates, including the funeral
- Obtaining income tax information
- Dealing with enquiries from the Department of Work and Pensions
- Closing Files when the Estate Administration is complete
- Dealing with queries on closed cases

25 to 28 hours per week, Permanent

Working Monday to Friday (hours per day to be confirmed)

**Starting Salary** - negotiable depending on experience

**Job Types**: Part-time, Permanent
Part-time hours: 25-28 per week

**Salary**: From £9.69 per hour

Schedule:

- Monday to Friday

Ability to commute/relocate:

- St Helens: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Legal Secretary: 1 year (required)

Work Location: In person

Reference ID: Wills and Probate Legal Assistant

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