Private Client/Probate Solicitors

Due to the expansion of our Private Client/Probate department, we have a variety of new positions which have arisen within GWCA for qualified Probate/Private Client Solicitors.

GWCA Solicitors provide legal services for individuals and businesses, with offices in Arundel, Broadwater, Goring, Hove, Lancing Rustington, Steyning and Worthing.

We take pride in always offering a professional service.

Roles and Responsibilities

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.

• 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
• 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