Solicitor – Private Client

Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate and all associated matters through to conclusion, including both grant only and estate administration with a mix of complex and straight forward cases. Working autonomously to proactively take on areas of file handling with minimum supervision and always providing excellent client care.

Qualifications

• A Law Degree / Solicitor / CILEX / TEP or equivalent vocational experience in legal services with at least 4 years’ experience managing estate administration cases.
• Knowledge of private client work and a willingness to proactively develop technical expertise and keep up to date with legal developments.
• Strong communication skills.

Responsibilities

• Administering complex, taxable estates in accordance with the relevant laws and in a timely manner.
• Communicating and maintaining a relationship with clients and associates via letter, email and telephone.
• Collecting relevant financial information for our solicitor to submit the probate application.
• Liaising with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates.
• Collection or transfer of assets to the beneficiaries.
• Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors.
• Completing and submitting relevant income tax returns.
• Reconciling Executor accounts.
• Drafting and completing estate accounts, reconciled to the Executor account.
• Obtaining Executor approval of estate accounts.Completing adequate searches in order to settle the estate upon completion of the administration.
• Ensuring deadlines are being met on own files and files within team.
• Ensuring policies and procedures are being followed.

Benefits

• 25 Days Annual Leave
• Birthday Day off
• Eyecare scheme
• Christmas shutdown
• Long Service Awards

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