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Private client paralegal

Edinburgh
Permanent
Page Personnel
Paralegal
Posted: 10 September
Offer description

1. Edinburgh city
2. Hybrid

About Our Client

A leading firm

Job Description

3. Drafting and preparing wills, powers of attorney, and related legal documents
4. Assisting in the administration of executries (Scottish probate), including preparing inventories, inheritance tax forms, and court documentation
5. Liaising with clients, beneficiaries, HMRC, banks, and other third parties
6. Supporting with the management and administration of trusts
7. Conducting legal research and keeping abreast of changes in private client law and tax regulations
8. Maintaining accurate and up-to-date client files and records
9. Ensuring compliance with Law Society of Scotland regulations and internal risk procedures
10. Providing general administrative support to fee earners within the Private Client department

The Successful Applicant

11. Familiarity with Scottish wills, executries, and succession law
12. Strong understanding of inheritance tax and estate administration processes
13. Excellent communication and interpersonal skills
14. High level of discretion, integrity, and empathy
15. Ability to manage multiple matters efficiently and meet deadlines
16. Proficiency in case management systems and Microsoft Office
17. A paralegal qualification or relevant legal degree is advantageous

What's on Offer

A competitive salary and great working environment

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