Overview
In this role you will support a growing Wills, Trusts, Tax and Probate team at a Plymouth firm, delivering compassionate, expert private client advice. You will handle wills, trusts, probate, and tax planning to help individuals and families during emotionally sensitive moments. The position offers a chance to contribute to the firm’s expansion while shaping client outcomes through clear guidance. A key hook is the team’s focus on empathetic, clear advice and a strong growth trajectory within a supportive environment.
Responsibilities
- Manage a varied caseload across wills, trusts, probate, estate and tax planning, and powers of attorney
- Draft and update Wills
- Provide estate and inheritance tax planning
- Create and administer Trusts and handle dissolution of Trusts
- Oversee probate and estate administration
- Act as Independent Executor when required
- Offer clear, pragmatic advice to clients during sensitive times
Key requirements
- Strong grounding in private client law
- Ability to manage a busy, varied caseload
- Confidence dealing with clients directly
- Exceptional communication skills
- STEP qualification or working towards it (desirable but not essential)
- strong communication
- emotional intelligence
- client facing confidence
- private client law knowledge
- wills, trusts, probate, estate planning
- powers of attorney
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