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Probate paralegal

Altrincham
Yates Legal - Wills, LPAs & Inheritance Planning
Paralegal
Posted: 29 September
Offer description

Overview

Private Client Solicitor & Director specialising in Wills & Inheritance Planning; Lasting Powers of Attorney; Probate; Trusts; Deputyship and Court.


The Role

We are looking for an experienced Probate Paralegal to join our team at our Altrincham office. The successful candidate will support our Director & Solicitor, Karen Yates, in all aspects of probate and estate administration, ensuring matters are handled efficiently and with sensitivity.

* Assisting with all stages of estate administration, from initial client contact through to final distribution.
* Preparing probate applications and relevant legal documents.
* Attendance on clients in person and via Teams/Zoom/telephone.
* Liaising with clients, executors, beneficiaries, and third parties such as HMRC, banks, and financial institutions.
* Conducting legal research where required.
* Drafting correspondence and maintaining accurate case files.
* Supporting Director with client meetings and case management.
* Maintain high professional standards, confidence and integrity.
* Process cases in an efficient manner.


About You

* Must have previous experience as a probate paralegal or working within wills & probate.
* Experience in the preparation of Wills and LPAs is desirable but not essential.
* Strong knowledge of probate processes and estate administration.
* Excellent people skills – approachable, friendly, and able to communicate clearly and sensitively with clients, colleagues, and third parties.
* Highly organised with strong attention to detail.
* Ability to work independently and as part of a small team.
* Proficient in Microsoft Office and legal case management systems (training provided if needed).
* Competitive salary (commensurate with experience).
* Friendly, supportive working environment.
* Opportunity to develop your career within a growing law firm.
* Be part of a firm that genuinely values its staff and is recognised by clients for outstanding client care.


How to Apply

If you are an experienced Probate Paralegal looking for a rewarding role in a supportive firm, we would love to hear from you.

Please send your CV with a covering letter to us atrecruitment@yateslegal.co.uk

This is not a remote role; candidates must be able to work from our office in Altrincham.

No agencies please.


Seniority level

* Mid-Senior level


Employment type

* Full-time


Job function

* Legal


Industries

* Legal Services
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