Paralegal – Probate/Private Client – Tier 1 City Law Firm

Our client is seeking an experienced and motivated Probate Paralegal to join their Private Client team at our City of London office. This is an excellent opportunity for a driven individual to build their career within a high-performing practice, working alongside leading solicitors on a broad range of complex estate administration matters.

Key Responsibilities

• Administering estates from instruction through to final distribution, including both testate and intestate matters
• Drafting applications for Grants of Probate and Letters of Administration
• Preparing inheritance tax accounts (IHT400 and supporting schedules) and liaising with HMRC
• Collecting and realising estate assets and settling liabilities
• Drafting estate accounts and preparing distributions to beneficiaries
• Corresponding with beneficiaries, financial institutions, HMCTS, and other third parties
• Identifying and escalating complex issues, including disputed estates, Inheritance Act claims, and cross-border matters
• Maintaining accurate file management and billing records in line with firm procedures

About You

• Minimum 1 year’s probate/private client paralegal experience, ideally gained within a reputable firm
• Strong working knowledge of the Administration of Estates Act 1925, Inheritance Tax Act 1984, and HMCTS probate procedures
• Experience completing IHT400 accounts independently
• Proficient in case management systems; experience with Isokon or Osprey is advantageous
• Exceptional written and verbal communication skills
• Highly organised with a keen eye for detail and the ability to manage a busy caseload
• A collaborative team player who is also capable of working with autonomy

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