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Wills, trusts & probate lawyer (3+ pqe)

Bournemouth
Lr Locums
Lawyer
Posted: 18h ago
Offer description

Job Title: Wills, Trusts & Probate Lawyer (3+ PQE)


Location: Hertford / Hybrid


Salary: Competitive (DOE) + benefits


Job Type: Permanent


The Firm:

A highly regarded regional law firm with multiple offices across the South East, recognised for its strong private client offering and commitment to delivering high-quality legal services. The firm is known for its collaborative culture, excellent client care, and focus on employee development and wellbeing.


The Role:

This role sits within a busy Bereavement Team and will involve managing a varied caseload of wills, probate, and trust matters, including complex and high-net-worth estates. The position offers the opportunity to work closely with experienced practitioners while developing technical expertise and contributing to business development initiatives.


Key Responsibilities:

* Take instructions and draft Wills, LPAs, and Powers of Attorney (ranging from straightforward to complex matters)
* Manage probate and estate administration matters, including:
* Taxable estates requiring IHT400s and associated schedules
* Identifying and applying relevant inheritance tax reliefs
* Administer intestate estates with a strong understanding of intestacy rules
* Handle trust matters, including:
* Advising on the use and creation of trusts during lifetime and via Wills
* Administration of Life Interest and Discretionary Trusts
* Understanding tax implications affecting trusts
* Advising on the winding up/collapsing of discretionary trusts where appropriate
* Maintain strong client relationships and deliver high levels of client care
* Liaise with third parties including financial institutions and advisors
* Participate in networking and business development activities
* Maintain accurate and compliant file management


Candidate Requirements:

* Qualified Solicitor or CILEX/FILEX with 3+ years PQE
* Strong experience in Wills, Probate, Trusts, and Private Client work
* Experience handling taxable estates is essential
* STEP qualification (or working towards) is desirable
* Strong technical knowledge and attention to detail
* Excellent communication and client care skills
* Commercial awareness and risk sensitivity
* Ability to work independently and as part of a team
* Proactive, professional, and positive approach


What’s on Offer:

* Competitive salary (DOE)
* Bonus scheme (firm-wide and fee-earner)
* 25 days annual leave (increasing with service)
* Hybrid and flexible working
* Pension scheme (salary sacrifice)
* Healthcare Cash Plan (post-probation)
* Employee Assistance Programme
* Financial wellbeing platform
* Structured career progression and regular appraisals
* Supportive and collaborative working environment
* Regular social, wellbeing, and team events

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