Wills and Probate Paralegal - Manchester, United Kingdom - Simpson Judge Ltd

Simpson Judge Ltd

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paralegal - Private Client

Manchester

Salary DOE

The prime role of Wills and Probate Paralegal is to provide support to Clients and all members of the Property teams of Firm.

This will include but will not be limited to the main responsibilities given below. The Wills Paralegal is expected to use a high degreeof self-management and initiative.

Key tasks:

Attend clients both in person and on the telephone to provide such support in a professional and friendly manner in keeping with the firm's standards of client care
Arranging client appointments
Open files both physically and electronically
Maintain spreadsheets and databases
Obtain searches
Obtain Identification documents from clients
Preparation of contract packs
Liaison with estate agents and solicitors
General filing
Photocopying
Database input
Creation and despatch of documents and forms
Create completion statements
Preparation of invoices
Raise enquiries as instructed
Undertake file closing duties
Completion of HMRC, Tax and Probate Forms
Completion of schedules, including income, assets and liabilities
Completion of distribution schedules as appropriate
Liaison with charities, executors, beneficiaries
Maintenance of Wills bank
Drafting of Wills as instructed and directed.
Undertake any specific training when required to do so and overall to have a responsibility towards selfdevelopment.
Ensure the confidentiality of all the Firm's and the clients' documentation and information.
Cover switchboard and reception as and when required.
Any other duties commensurate with the position