Wills, Trusts & Probate Legal Executive
- Recruiter
- CRA Consulting Limited
- Location
- England, Lincolnshire, Lincoln
- Salary
- £22000 - £24000 per annum
- Posted
- 24 Sep 2020
- Closes
- 22 Oct 2020
- Ref
- BBBH12507
- Contact
- Rhys Spencer
- Job Title
- Legal Executive
- Practice Area
- Private Client
- Contract Type
- Permanent
- Hours
- Full Time
Wills, Trusts & Probate Legal Executive
Location: Lincoln
Hours: Full Time
Contract: Permanent
CRA Legal are representing a private practice with the recruitment of a Wills, Trusts & Probate Legal Executive.
Roles & Responsibilities:
* Taking initial instruction from the client
* Drafting documentations such as wills & trusts
* Drafting wills, LPAs, handling probates and advising on IHT & CGT
* Dealing with the day to day administration of the team
* Liaising with all key stakeholders throughout the process as required
* Drafting relevant Trusts documents
* Maintaining up to fate records on the company's database
* Assisting other team members with administration support of tax returns, payments and deduction certificates
Required Experience:
* Knowledge of Trusts and administration experience of relevant complex Trust caseloads
* Use of a case management systems such as Pro Claim and any will writing software
* Strong organisational and communication skills
* Previous private client or trusts paralegal experience.
* Able to prioritise work to meet deadlines
* Knowledge of income and inheritance tax