Private Client/Probate Solicitors
Location: West Sussex
Salary: £OTE
Job Type: Full-Time, Permanent
About Our Client
Our client is a well-established law firm with offices in Arundel, Broadwater, Goring, Hove, Lancing, Rustington, Steyning, and Worthing. Due to the expansion of their Private Client/Probate department, they have several new positions available for qualified Probate/Private Client Solicitors.
The Role
The successful candidates will manage a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate, and all associated matters through to conclusion. This includes handling both grant-only and estate administration cases, ranging from complex to straightforward matters. The role requires working autonomously and proactively, with minimal supervision, to manage file handling.
Key Responsibilities
- Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, and Probate
- Providing excellent client care at all times
- Administering complex, taxable estates in accordance with the relevant laws and in a timely manner
- Communicating and maintaining relationships with clients and associates via letter, email, and telephone
- Collecting relevant financial information for submission of probate applications
- Liaising with solicitors and HM Revenue & Customs regarding probate applications and queries on taxable estates
- Collecting or transferring assets to beneficiaries
- Handling the transfer or sale of the deceased’s property, including liaising with estate agents, solicitors, and executors
- Completing and submitting relevant income tax returns
- Reconciling Executor accounts and drafting estate accounts
- Obtaining Executor approval of estate accounts
- Completing searches to settle the estate upon completion of the administration
- Ensuring deadlines are met on all files within the team
- Adhering to company policies and procedures
Requirements
- A Law Degree / Solicitor / CILEX / TEP or equivalent vocational experience in legal services with at least 4 years of experience managing estate administration cases
- Strong knowledge of private client work and a willingness to proactively develop technical expertise and stay updated with legal developments
- Excellent communication skills
Benefits
- 25 Days Annual Leave
- Birthday Day off
- Eyecare scheme
- Christmas shutdown
- Long Service Awards
How to Apply
If you are a dedicated and experienced Probate/Private Client Solicitor looking for a new challenge, our client would love to hear from you. Please contact and submit your CV to:
Sarah