Private Wealth - Paralegal

Our Wills, Trusts and Estates (formerly Wills, Tax, Trusts and Probate) team was recognised as a 'superior' team in Legal 500, 2011 edition, reflecting our enviable reputation for advising clients on all their personal legal needs. We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners) as well as members of Solicitors for the Elderly. Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients.

Main purpose of role

To assist and support the team of solicitors on their caseloads of private client work and deliver great client service.

Main Duties And Responsibilities

• Assist on solicitors’ caseloads of private client work, including high value/complex probate work, estate planning for high net worth individuals and contentious matters under supervision of experienced STEP members
• Run own small caseload of files under supervision of the solicitors in the team (dependant on experience)
• Assist other solicitors and case handlers in the team and wider department with their cases as may be required
• Travel to and attend upon clients if required
• Prepare and file various correspondence, notes and documentation
• Assist with internally marketing the services of the team and wider department
• Achieve set financial and chargeable targets\KPIs
• Ensure relevant deadlines and quality measures are adhered to
• Comply with relevant Weightmans and client policies and procedures
• Work in accordance with Weightmans’ values

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