Private Client Paralegal
hace 29 días
Chelmsford
Job Specification – Private Client Paralegal (Wills, Probate & Trusts) Location: Chelmsford Salary: £28,000 – £31,000 (DOE) Department: Private Client Reports To: Head of Private Client / Senior Solicitor Overview A well‑established and client‑focused law firm in Chelmsford is seeking an experienced Private Client Paralegal to support their growing team. The successful candidate will assist with a varied caseload including wills, probate, trusts, LPAs, and estate administration, while ensuring exceptional client care and efficient file management. This role is ideal for a paralegal looking to deepen their experience in Private Client work within a supportive and reputable team. Key Responsibilities Wills & Estate Planning • Assist in drafting wills, codicils, and letters of wishes., • Arrange and prepare client meetings to take detailed instructions., • Prepare probate applications and gather necessary documentation., • Liaise with executors, beneficiaries, HMCTS, and financial institutions., • Support solicitors with the creation and administration of trusts., • Draft LPAs and guide clients through signing and registration processes., • Manage and maintain accurate client files in compliance with SRA and firm policies., • Carry out AML checks, ID verification, and onboarding processes., • Draft correspondence and legal documentation under supervision. Essential • Minimum 1+ year Private Client Paralegal experience, ideally in wills & probate., • Strong understanding of the probate process and Private Client terminology., • Excellent drafting skills, accuracy, and attention to detail., • Confident communicator with a warm, professional client manner., • Strong organisational skills and ability to manage multiple tasks., • Experience drafting wills and LPAs independently., • Knowledge of tax considerations relating to estates (IHT, CGT)., • Empathetic, patient, and confident dealing with sensitive client situations., • Professional, reliable, and proactive in managing workloads., • Strong team player with commitment to exceptional service., • Highly organised with a focus on accuracy and compliance.