We understand that drawing up a will or administering an estate can be an emotional experience, therefore, our specialist team will make sure that the future of our clients’ families are secure and their wishes are carried out.
We offer a comprehensive and personal service to clients including will drafting, inheritance tax planning advice, assistance with the administration of a will or advice on a contested will. Our team has considerable expertise in advising on international wills, wills involving extended families/ estranged family and contested wills/ probate litigation.
Our probate experts offer advice under the law of England and Wales in addition to Islamic wills and inheritance matters.
Main Responsibilities of the Role
- Report directly to and collaborating with the Board to ensure performance targets are met
- Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients’ needs
- Responsible for all aspects of Wills & Probate work and on occasions, where appropriate providing technical expertise and guidance to other team members
- Supervising a team of solicitors/trainees & paralegals undertaking private client work
- Ability to manage appropriate caseload types and complexities
- 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; court of protection matter; Contesting a will; Settling any tax liabilities and affairs
- Attending clients, taking instructions and preparing cases
- Dealing with correspondence
- Maintaining accurate time costing procedures
- Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly
- Ensuring compliance with file management
Key Skills Required
- 5 Years+ PQE
- Must have a clean, valid Practicing Certificate at the time of applying
- Committed team player and adapt well to new challenges
- Previous proven supervisory experience and working to key performance indicators
- Professional with a pro‑active approach; excellent client care skills and ability to deal with client matters in a sensitive manner and resolve complicated practicalities
- Professional with a pro‑active approach; excellent client care skills and ability to deal with client matters in a sensitive manner to deal with vulnerable clients and resolve Excellent networking and communication skills with the ability to successfully market the Company and generate new business
- Excellent analytical and organizational skills
- Ability to use own initiative and sound judgment
- Working knowledge of Wills and Probate work and have the ability to service privately funded cases
- Have extensive experience in dealing with Wills & Probate related work
- Experience in own advocacy is an advantage
- Excellent IT Skills -familiar with Microsoft Office applications and document management skills
- STEP qualification preferable but not essential
Duncan Lewis is committed to Equal Opportunities and embraces diversity of its staff. The Company strives to ensure that our staff reflects the diversity of the communities we serve, which is reflective at all levels within our workforce.
We guarantee an interview for candidates that disclose a disability and meet the essential requirements for the post. Please provide additional details in your covering letter if this applies.
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