Junior Private Wealth and Inheritance Attorney

SUMMARY:

A full-service law firm offering legal advice to UK and international businesses, as well as individuals and families, is seeking a Junior Personal Wealth and Inheritance Attorney to provide comprehensive administrative and legal support in estate and probate matters, including managing client communications, regulatory compliance, asset administration, tax documentation, and estate finalization processes.

POSITION INFO:

Minimum requirements for the role:

• Must have a relevant tertiary qualification (LLB) or equivalent
• Minimum 1-5 years’ postgraduate experience or Articles
• Proven experience in managing a range of legal matters with minimal supervision is essential
• Some basic knowledge of legal processes, including title checking and drafting is advantageous
• Excellent client care and communication skills with the ability to grow
• High attention to detail and strong organizational skills, with the ability to manage deadlines
• Proficiency with case management systems is desirable

• Acting as a first point of contact for new enquiries and managing client calls professionally.
• Opening and maintaining client files, ensuring AML compliance and accurate data entry.
• Assisting with billing and account processes.
• Proofreading correspondence and documents.
• Maintaining and updating internal databases.
• Booking meetings and supporting with diary management.
• Supporting business development through enquiry logging and tracking conversion rates.
• Drafting initial correspondence to register deaths.
• Coordinating property and chattels valuations, house clearances, and related services.
• Preparing schedules of assets and liabilities.
• Drafting IHT forms and legal statements.
• Preparing correspondence with HMRC, the Probate Registry, and third parties.
• Organizing closure and sale of assets and arranging distributions.
• Assisting with deceased tax affairs and drafting Estate Accounts.
• Placing s.27 Trustee Act notices.