Job Overview
We are seeking a diligent and proactive Legal Executive – Probate to join our dynamic team. This role offers exceptional career prospects, a competitive salary, and a comprehensive benefits package. The successful candidate will assist with various probate processes, provide support to solicitors, and act as the primary contact for clients and external parties.
Key Responsibilities
- Assist with taking instructions from clients.
- Prepare Wills, Statement of Affairs (Form SA2), and IT38.
- Draft and prepare Estate Accounts, Oaths, Bonds, Deeds of Assent, and Deeds of Transfer.
- Liaise with financial institutions, probate offices, and other third parties.
- Register documents in the PRA.
- Draft and register EPAs and Wardship applications.
- Prepare files for court – Briefs/Witnesses, etc.
- Conduct archiving and manage the accounts ledger.
- Act as the main contact person on behalf of the relevant fee earner.
- Support solicitors in various areas, prioritise work, and meet continuous deadlines.
- Work efficiently using your own initiative in a highly confidential environment.
- Conduct own typing, scanning, filing, and telephone contact work.
- Open new files and create/edit legal documents and templates.
- Respond to queries and requests for information/assistance.
Qualifications
- Diploma in Legal Studies (advantageous).
- Membership of IILEX (advantageous).
Experience and Skills
- Experience drafting wills, probate papers, and assisting with will and probate files.
- Ability to work on own initiative, unsupervised, in a busy environment.
- Proven organisational and administrative skills along with excellent communication skills.
- Positive attitude, proactive approach to work, and willingness to learn.
- High degree of attention to detail.
- Proficiency in IT skills.
- Advising and dealing with new clients and referrals.
- Experience in probate litigation, licensing, and conveyancing (advantageous).
Benefits
- Competitive salary (dependent on experience)
- Additional annual leave days
- Sick pay entitlements
- Pension
- Life cover and PHI income protection cover
- Death in Service cover
- Paid professional subscriptions
- Travel Saver Incentive Scheme
- Bike to Work Scheme
- Employee Wellness Programme
- Fresh fruit daily
- Organised sports and social activities
- Employee Assistance Programme for you and your family members
- Free eyesight testing
- Free annual flu vaccine
- Dry cleaning collection and delivery service
If you are an ambitious legal professional with a passion for probate law and client service, we encourage you to apply. Join our team and take the next step in your legal career. We believe in fostering a supportive environment where your expertise is valued and your growth is nurtured.
