Job Specification – Private Client Paralegal (Wills, Probate & Trusts)
Location: Chelmsford
Salary: £28,000 – £31,000 (DOE)
Department: Private Client
Reports To: Head of Private Client / Senior Solicitor
Overview
A well‑established and client‑focused law firm in Chelmsford is seeking an experienced Private Client Paralegal to support their growing team. The successful candidate will assist with a varied caseload including wills, probate, trusts, LPAs, and estate administration, while ensuring exceptional client care and efficient file management.
This role is ideal for a paralegal looking to deepen their experience in Private Client work within a supportive and reputable team.
Key Responsibilities
Wills & Estate Planning
* Assist in drafting wills, codicils, and letters of wishes.
* Arrange and prepare client meetings to take detailed instructions.
* Conduct legal research relating to inheritance tax and estate planning.
Probate & Estate Administration
* Prepare probate applications and gather necessary documentation.
* Liaise with executors, beneficiaries, HMCTS, and financial institutions.
* Assist in collecting and valuing assets, preparing estate accounts, and distributing estates.
Trust Administration
* Support solicitors with the creation and administration of trusts.
* Maintain trust records, accounts, and compliance documentation.
Lasting Powers of Attorney
* Draft LPAs and guide clients through signing and registration processes.
* Liaise with the OPG and assist with correspondence.
General File Support & Administration
* Manage and maintain accurate client files in compliance with SRA and firm policies.
* Carry out AML checks, ID verification, and onboarding processes.
* Draft correspondence and legal documentation under supervision.
* Assist with billing, time recording, and administrative duties.
Skills & Experience Required
Essential
* Minimum 1+ year Private Client Paralegal experience, ideally in wills & probate.
* Strong understanding of the probate process and Private Client terminology.
* Excellent drafting skills, accuracy, and attention to detail.
* Confident communicator with a warm, professional client manner.
* Strong organisational skills and ability to manage multiple tasks.
* Proficient using case management systems and Microsoft Office.
Desirable
* Experience drafting wills and LPAs independently.
* Knowledge of tax considerations relating to estates (IHT, CGT).
* ILEx / STEP qualification or willingness to work towards it.
Personal Attributes
* Empathetic, patient, and confident dealing with sensitive client situations.
* Professional, reliable, and proactive in managing workloads.
* Strong team player with commitment to exceptional service.
* Highly organised with a focus on accuracy and compliance.