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Are you a detail-driven Paralegal or Legal Executive with a passion for Private Client work? Our client, a dynamic, inclusive, and well-respected law firm in Guildford is looking for a motivated legal professional to join their supportive Private Client team on a part-time basis. You will play a key role in helping solicitors deliver an exceptional service to clients across a broad range of matters, including wills, probate, estate administration, trusts, and lasting powers of attorney. If you enjoy meaningful client interaction and work that truly makes a difference, this could be the role for you.
Job Responsibility:
Support the administration of estates from initial instruction to distribution
Prepare applications for Grants of Probate and Letters of Administration
Collect and value estate assets and liabilities
Assist with Inheritance Tax returns (IHT205 and IHT400)
draught basic Wills and codicils for review
Prepare and register Lasting Powers of Attorney
Handle client enquiries and maintain sensitive conversations with professionalism
Conduct client due diligence and manage compliance with SRA requirements
Prepare completion statements and bills
Requirements:
Previous experience in a Private Client department preferred
Strong understanding of wills, probate, and estate administration processes
Excellent written and verbal communication skills
High level of accuracy, organisation, and attention to detail
Ability to handle sensitive matters with discretion and empathy
Proficiency in Microsoft Office and case management systems
Nice to have:
Experience with trust administration and documentation
Familiarity with SRA Accounts Rules
Previous exposure to client care and communication in a legal context