Legal Executive/ Paralegal (Probate & Tax)

Job Title :      Legal Executive/ Paralegal (Probate & Tax)


Role :   We are currently seeking to hire an experienced Legal Executive/Paralegal to work on probate matters supporting our Corporate and Tax teams.


Reporting to:  Corporate and Tax Partners


Key Tasks


  • To produce probate documentation to facilitate the administration of estates including inland revenue affidavits and probate papers
  • To liaise directly with clients (clarifying instructions & explaining probate procedures) and advising clients as to the best “next steps” at each stage of the administration process
  • To assist in the preparation of inheritance tax returns and discretionary trust tax returns
  • To assist in the maintenance of trust and estate accounts and the wills and probate register
  • To assist in the preparation of trust and estate meeting minutes
  • To liaise with colleagues in other units in relation to trust and estate related matters
  • To support the team’s internal and external marketing initiatives
  • To ensure that probate documents are filed in a timely and accurate manner and that all other relevant unit administration matters are up to date




  • Relevant professional qualification.
  • Ability to work autonomously using own initiative, adopting ownership of projects and seeing processes through to completion.
  • Region 2-3 years' relevant experience as a legal executive in a busy practice
  • Excellent computer skills - Microsoft Word, Excel & Outlook essential
  • High level of oral and written communication skills
  • Excellent organisational skills and ability to manage multiple priorities and ensure that deadlines are consistently met
  • Familiarity with Internet based research tools
Job Reference