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
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