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. 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
• 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