Our client is seeking an experienced and motivated Probate Paralegal to join their Private Client team at our City of London office. This is an excellent opportunity for a driven individual to build their career within a high-performing practice, working alongside leading solicitors on a broad range of complex estate administration matters.
Key Responsibilities
* Administering estates from instruction through to final distribution, including both testate and intestate matters
* Drafting applications for Grants of Probate and Letters of Administration
* Preparing inheritance tax accounts (IHT400 and supporting schedules) and liaising with HMRC
* Collecting and realising estate assets and settling liabilities
* Drafting estate accounts and preparing distributions to beneficiaries
* Corresponding with beneficiaries, financial institutions, HMCTS, and other third parties
* Identifying and escalating complex issues, including disputed estates, Inheritance Act claims, and cross-border matters
* Maintaining accurate file management and billing records in line with firm procedures
About You
* Minimum 1 year's probate/private client paralegal experience, ideally gained within a reputable firm
* Strong working knowledge of the Administration of Estates Act 1925, Inheritance Tax Act 1984, and HMCTS probate procedures
* Experience completing IHT400 accounts independently
* Proficient in case management systems; experience with Isokon or Osprey is advantageous
* Exceptional written and verbal communication skills
* Highly organised with a keen eye for detail and the ability to manage a busy caseload
* A collaborative team player who is also capable of working with autonomy