Private Client Paralegal

Job Specification – Private Client Paralegal (Wills, Probate & Trusts)

Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.

Location: Chelmsford

Salary: £28,000 – £31,000 (DOE)

Department: Private Client

Reports To: Head of Private Client / Senior Solicitor

Overview

A well‑established and client‑focused law firm in Chelmsford is seeking an experienced Private Client Paralegal to support their growing team. The successful candidate will assist with a varied caseload including wills, probate, trusts, LPAs, and estate administration, while ensuring exceptional client care and efficient file management.

This role is ideal for a paralegal looking to deepen their experience in Private Client work within a supportive and reputable team.

Key Responsibilities

Wills & Estate Planning

• Assist in drafting wills, codicils, and letters of wishes.
• Arrange and prepare client meetings to take detailed instructions.
• Conduct legal research relating to inheritance tax and estate planning.

Probate & Estate Administration

• Prepare probate applications and gather necessary documentation.
• Liaise with executors, beneficiaries, HMCTS, and financial institutions.
• Assist in collecting and valuing assets, preparing estate accounts, and distributing estates.

Trust Administration

• Support solicitors with the creation and administration of trusts.
• Maintain trust records, accounts, and compliance documentation.

Lasting Powers of Attorney

• Draft LPAs and guide clients through signing and registration processes.
• Liaise with the OPG and assist with correspondence.

General File Support & Administration

• Manage and maintain accurate client files in compliance with SRA and firm policies.
• Carry out AML checks, ID verification, and onboarding processes.
• Draft correspondence and legal documentation under supervision.
• Assist with billing, time recording, and administrative duties.

Skills & Experience Required

Essential

• Minimum 1+ year Private Client Paralegal experience, ideally in wills & probate.
• Strong understanding of the probate process and Private Client terminology.
• Excellent drafting skills, accuracy, and attention to detail.
• Confident communicator with a warm, professional client manner.
• Strong organisational skills and ability to manage multiple tasks.
• Proficient using case management systems and Microsoft Office.

Desirable

• Experience drafting wills and LPAs independently.
• Knowledge of tax considerations relating to estates (IHT, CGT).
• ILEx / STEP qualification or willingness to work towards it.

Personal Attributes

• Empathetic, patient, and confident dealing with sensitive client situations.
• Professional, reliable, and proactive in managing workloads.
• Strong team player with commitment to exceptional service. xwzovoh
• Highly organised with a focus on accuracy and compliance.