Private Client/Probate Solicitors

GWCA; Arundel, Worthing, Goring-by-Sea, Lancing; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading law firm in Arundel is seeking a qualified Probate/Private Client Solicitor to manage a varied caseload, including Wills and estate administration. Candidates should have over 4 years of relevant experience and a Law Degree or equivalent. This role is focused on providing excellent client care and developing technical expertise. The ideal candidate will work autonomously and proactively within a professional legal environment.

Qualifications

• 4+ years’ experience managing estate administration cases.
• Knowledge of private client work.
• Ability to handle complex, taxable estates.

Responsibilities

• Managing a varied caseload of Probate and estate administration cases.
• Communicating with clients and maintaining relationships.
• Administering complex estates in a timely manner.
• Completing relevant income tax returns.

Skills

Case management

Client communication

Legal knowledge

Attention to detail

Proactive development

Education

Law Degree or equivalent

Job description

Due to the expansion of our Private Client/Probate department, we have a variety of new positions which have arisen within GWCA for qualified Probate/Private Client Solicitors.

GWCA Solicitors provide legal services for individuals and businesses, with offices in Arundel, Broadwater, Goring, Hove, Lancing Rustington, Steyning and Worthing.

We take pride in always offering a professional service.

Roles and Responsibilities

• Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate and all associated matters through to conclusion, including both grant only and estate administration with a mix of complex and straight forward cases.
• Working autonomously to proactively take on areas of file handling with minimum supervision and always providing excellent client care.
• A Law Degree / Solicitor / CILEX / TEP or equivalent vocational experience in legal services with at least 4 years’ experience managing estate administration cases.
• Knowledge of private client work and a willingness to proactively develop technical expertise and keep up to date with legal developments.
• Administering complex, taxable estates in accordance with the relevant laws and in a timely manner
• Communicating and maintaining a relationship with clients and associates via letter, email and telephone
• Collecting relevant financial information for our solicitor to submit the probate application
• Liaising with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates
• Collection or transfer of assets to the beneficiaries
• Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors
• Completing and submitting relevant income tax returns
• Drafting and completing estate accounts, reconciled to the Executor account
• Obtaining Executor approval of estate accounts
• Completing adequate searches in order to settle the estate upon completion of the administration
• Ensuring deadlines are being met on own files and files within team
• Ensuring policies and procedures are being followed