Wills, Probate, Tax & Trusts Solicitor

Wills, Probate, Tax & Trusts Solicitor

Department: Wills, Probate, Tax & Trusts

Employment Type: Permanent - Full Time

Location: Derby, UK

Description

This role is responsible for managing a personal caseload of Wills, Probate, Tax & Trust matters whilst also supporting on more complex matters with senior members of the team.

Responsible for liaising directly with clients and ensuring a high level of client care is provided at all times.

This role reports directly to the Head of Wills, Probate, Tax & Trusts.

Key Responsibilities

• Manage a varied caseload of Wills, Probate, Tax & Trust matters that will include;
• Providing general advice to clients on all aspects of Wills, Probate, Tax & Trust processes.
• Preparing lasting powers of attorney.
• Preparing deputyship orders.
• Dealing with estate administration.
• Advising on risks of death, divorce or bankruptcy in respect of lifetime gifting.
• Advising on obtaining grants of probate.
• Advising on letters of administration.
• Settling estate liabilities.
• Administering estates in accordance with the correct procedures.
• Obtaining deputyship orders from the Court of Protection as required.
• Acting on behalf of court-appointed deputies.
• As well as managing a personal caseload of WPTT matters, this role is responsible for supporting on more complex matters alongside senior members of the team.
• Ensure matters are kept up to date in systems and new advancements are communicated to the relevant team members.
• Record all time in the Tikit system, including non-billable activities.
• Take responsibility for managing the client experience. Attend client meetings where necessary.
• Takes a keen interest in business development for the department and contributes where required.
• Supports departmental audits as and when required.
• Take on additional tasks as reasonably required by the Head of Wills, Probate, Tax & Trusts.

Skills, Knowledge and Expertise

You will:

• You will have a minimum of 2 years PQE in a wills, probate, tax and trusts role.
• Possess exceptional client care skills.
• Have intermediate knowledge of Microsoft Office.
• Be highly motivated and able to add value to the role.
• Be able to demonstrate proactive management of matters with a minimum of supervision.
• Be a team player and able to get on with others.
• Possess networking and client development skills.

Disclosure will be required in the event that a position is offered. Financial checks will be required in the event that a position is offered.

Benefits

What we offer?

• Competitive salary
• Bonus potential
• Great working environment at our Derby head offices
• Car parking provided by the firm
• Career development opportunities
• 27 days holiday plus bank holidays
• Options to buy & sell 1 week's holiday
• 1 week's holiday carry over
• Extra day off for your birthday
• Staff card discount scheme for local shops
• Social days and evenings on the firm
• Staff discounts on legal services