Wills & Probate Solicitor
3 days ago
Manchester
Job Title: Wills and Probate Solicitor Location: Greater Manchester Salary: up to £65,000 DOE The Role My client is seeking a client-focused and dedicated Wills and Probate Solicitor to join their team. The role offers flexibility in location, provided the candidate is within a reasonable commuting distance from one of their offices. Regular travel between offices, attendance at local events, and home visits to clients will be required. This is an excellent opportunity for a proactive professional to become part of a forward-thinking and well-established firm. The successful candidate will provide expert and compassionate guidance to clients on all aspects of wills, probate, and estate planning. Key Responsibilities Drafting & Reviewing Legal Documents • Will Drafting: Preparing wills that accurately reflect clients' wishes, including estate distribution, guardianship arrangements, and other personal directives., • Complex Wills: Handling more intricate estate planning needs, including discretionary and life interest trusts, as well as provisions for business and agricultural assets., • Powers of Attorney: Drafting and registering Lasting Powers of Attorney (LPA) for financial affairs and health & welfare, ensuring legal protection for clients’ future needs., • Probate Applications: Managing the process of obtaining grants of probate or letters of administration to facilitate the legal handling of a deceased person's estate., • Asset Management & Distribution: Identifying, valuing, and collecting estate assets, settling debts and tax obligations, and ensuring the proper distribution of remaining assets according to the will or intestacy laws., • Tax Compliance: Overseeing inheritance tax, income tax, and capital gains tax filings to ensure all liabilities are met., • Trust Administration: Implementing trusts created in a will, registering trusts post-death, and drafting associated documentation such as Deeds of Appointment., • Client Meetings: Engaging with clients to understand their needs, providing tailored estate planning, will drafting, and trust creation advice., • Ongoing Support: Offering continuous guidance and responding to any concerns throughout the legal process., • Inheritance Tax Planning: Advising on strategies to minimize inheritance tax exposure, including lifetime gifting, trust formation, and utilizing available tax reliefs and exemptions. Drafting Deeds of Variation where appropriate., • Regulatory Compliance: Adhering to industry standards, including those set by the SRA, Lexcel, CQS, and other regulatory bodies., • Confidentiality & Data Protection: Ensuring strict confidentiality regarding all client information and firm operations., • Technology & Efficiency: Leveraging legal software to enhance service delivery, improve efficiency, and maintain a high-quality client experience., • Continuous Professional Development: Keeping up to date with legal developments, attending training, and actively seeking opportunities to expand expertise in the field.