Wills and Estate Planning Paralegal

Overview

This role involves helping clients plan for the future by managing estate planning cases from start to finish. You will engage proactively with clients, understand their needs, and draft wills and other important documents with care. Support and guidance are provided remotely, with the best service delivered to clients.

The employer is seeking Will Writers and experienced estate planning paralegals to join the team.

Responsibilities

• Document and write wills of various complexity
• Draft powers of attorney and other estate planning documentation, ensuring accuracy and professional presentation
• Communicate with clients and external partners via phone and written communication throughout each case
• Manage an incoming case load and work with relevant parties to complete cases successfully
• Maintain accurate client records and correspondence on internal systems, ensuring compliance with applicable regulatory and compliance standards

Requirements

• Previous experience drafting wills and advising clients on estate planning matters, including taking client instructions
• Proven experience drafting wills across a range of complexities, including more technically complex estate planning matters
• Proven experience managing cases of varying complexities and achieving billing and productivity targets
• Ability to build positive relationships and provide outstanding customer service
• High level of attention to detail
• Ability to prioritise and manage your own caseload

Preferred Qualifications

• Experience as an estate planning paralegal (implied by role focus)

Compensation & Benefits

• £25,000 to £28,000 dependent on experience
• Pension with up to 10% employer contributions
• Annual incentive scheme
• 28 days holiday plus bank holidays (rising to 32 in line with service)
• Discounts on company products and services
• Free support for mental, physical, and financial wellbeing
• Coaching, training, and support to help you develop
• Internal trainee solicitor programmes (with a bias towards estate planning) and opportunities for progression

Location

• Remote, UK wide, or on-site at offices if preferred

Pre-employment checks and sponsorship

• Background checks will be performed as part of pre-employment screening, including an SRA check, credit checks, and a DBS check
• Visa sponsorship is not offered for this role

Accessibility

Interviews are offered to disabled candidates who meet the minimum criteria. Support is available for adjustments during the recruitment process.