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Date Added: Thu 01/10/2020

Wills, Trusts & Probate Legal Executive

Lincoln, UK
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Job Type: Permanent, FullTime

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

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