Minimum requirements for the role:

Must have a Paralegal qualification or certification
Wills and trusts experience is advantageous
Must be driven and engaged with all stakeholders
Proficiency in English is essential
Strong administrative skills are required
Must be able and willing to work UK hours

The successful candidate will be responsible for:

Sending initial letters to organisations in order to registethe death.
Arranging house and chattels valuations.
Coordinating house clearance/gardeners.
Preparing schedule of assets and liabilities.
Sending standard letters to HMRC, Probate Registry, and other third parties.
Preparing closure and sale forms with letters to organisations.
Arranging payment of liabilities.
Arranging s.27 Trustee Act notices.
Distributing assets to beneficiaries.
Preparing standard letters to testator, donor, and attorneys.
Drafting simple Wills and Codicils.
Creating LPAs.
Witnessing Will/LPA signings.
Drafting Deputyship applications applicants' contact details, etc.
Preparing schedule of assets and liabilities.
Sending initial letters to organisations in order to register the LPA/Deputyship order.
Arranging payment of liabilities.
Proofreading letters and attendance notes.
Photocopying documents.
Opening and archiving files.
Taking new enquiries.
Updating department databases.
Booking and arranging meetings.
Ordering department stationery.
Taking minutes at department meetings.
Booking courses and training sessions for the department.

Please note that subsequent to the screening and shortlisting process, all further communication will be entered into, only with the shortlisted candidates Apply Now

Share this job with someone you think should apply!