Paralegal - Probate/Private Client - Tier 1 City Law Firm
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Our client is seeking an experienced and motivated Probate Paralegal to join their Private Client team at our City of London office. This is an excellent opportunity for a driven individual to build their career within a high-performing practice, working alongside leading solicitors on a broad range of complex estate administration matters.
Key Responsibilities
- Administering estates from instruction through to final distribution, including both testate and intestate matters
- Drafting applications for Grants of Probate and Letters of Administration
- Preparing inheritance tax accounts (IHT400 and supporting schedules) and liaising with HMRC
- Collecting and realising estate assets and settling liabilities
- Drafting estate accounts and preparing distributions to beneficiaries
- Corresponding with beneficiaries, financial institutions, HMCTS, and other third parties
- Identifying and escalating complex issues, including disputed estates, Inheritance Act claims, and cross-border matters
- Maintaining accurate file management and billing records in line with firm procedures
About You
- Minimum 1 year's probate/private client paralegal experience, ideally gained within a reputable firm
- Strong working knowledge of the Administration of Estates Act 1925, Inheritance Tax Act 1984, and HMCTS probate procedures
- Experience completing IHT400 accounts independently
- Proficient in case management systems; experience with Isokon or Osprey is advantageous
- Exceptional written and verbal communication skills
- Highly organised with a keen eye for detail and the ability to manage a busy caseload
- A collaborative team player who is also capable of working with autonomy