Wills, Trusts & Estate Planning Executive
Posted 15 hours 26 minutes ago by Dutton Gregory Solicitors
We are seeking an experienced Wills, Trusts & Estate Planning Executive (Paralegal) to join our Woking office, supporting our growing Private Client team.
This role is ideal for someone with previous private client experience who is confident managing their own work and is looking to develop their career within a supportive and expanding team.
You will support the Wills, Trusts & Estate Planning team as it continues to grow, undertaking a mix of independently managed work and assisting on more complex matters. The role will involve running your own caseload of simple probate matters, managing files from initial instruction through to completion.
You will attend client meetings to take instructions for Wills and Lasting Powers of Attorney alongside senior team members and will be responsible for drafting related legal documents accurately and efficiently. In addition to your own caseload, you will provide support to the Woking team on more complex probate matters, working closely with senior colleagues and assisting with document preparation and progression of files.
The role requires a professional and empathetic approach to client care, strong organisational skills, and attention to detail.
Job Requirements- Previous experience in private client work is essential
- Experience running files or assisting with probate matters
- Confident drafting Wills, LPAs and related documentation
- Comfortable attending client meetings and dealing directly with clients
- Well organised, proactive and able to manage competing priorities
- Manage straightforward probate matters with minimal supervision
- Support senior fee earners on more complex private client cases
- Attend client meetings and assist with taking instructions
- Draft Wills, LPAs and other private client documentation
- Maintain high standards of organisation, accuracy and client care
- A career with purpose -Whether you're advising clients, driving innovation, or keeping the business running smoothly, your work has impact. We unite around a shared goal: delivering excellence and shaping a firm that stands out for clients and colleagues alike.
- Growth without limits -Your development is at the heart of our promise. From apprenticeships and structured career pathways to leadership programmes and CMI recognition, we provide opportunities for every career stage - legal, business services, and support.
- Growth without limits -Our values - Committed, United, Progressive - define how we work together. You'll be part of a team that supports one another, celebrates collaboration, and embraces innovation. Coaching, mentoring, feedback, and shared accountability ensure we grow stronger, together.
- Leadership you can trust -We're building a united leadership culture that's transparent, accessible, and invested in your success. Wherever you sit in the firm, you'll be seen, valued, and supported to achieve your best.
- A future we shape together -We don't stand still. From legal innovation to smarter ways of working, we encourage fresh thinking across every team. You'll have the chance to contribute ideas, influence change, and help shape the firm of tomorrow.
Join us, and you'll do more than build a career - you'll shape the profession, grow with purpose, and make a lasting difference.