Trusts & Estates Solicitor-Bath-Estate Planning,Trusts & Tax

Overview

In this role you will support and manage a personal caseload within the firm’s Trusts & Estates team, focusing on estate planning, trusts and tax matters. You’ll work closely with specialists in a collaborative, values-led environment that emphasises client care and professional development. The role offers high-quality work, development opportunities and a supportive culture, with hybrid working and the chance to engage with national experts. You will help shape client outcomes while contributing to team-wide business development and knowledge sharing.

Pay / Benefits

• Hybrid working
• Wellbeing focus
• Development opportunities
• Work-life balance
• National expert collaboration
• Diversity and inclusion initiatives

Responsibilities

• Manage and support the firm’s trust caseload
• Draft wills, trust documents and related estate planning instruments
• Prepare and review trust accounts
• Maintain relationships with trustees and beneficiaries
• Manage your own caseload with appropriate supervision
• Attend clients in office or on-site (including home visits)
• Collaborate across the team and wider firm
• Ensure high standards of client care, communication and professional conduct
• Participate in team meetings, marketing and business development
• Maintain ongoing professional development and technical knowledge

Key requirements

• Experience in estate planning, trust administration and/or trust management
• Ability to work proactively with minimal supervision on straightforward matters
• Strong communication skills and excellent attention to detail
• Ability to prioritise workload and meet deadlines
• Confidence taking early responsibility and engaging with clients
• IT literacy across legal software and case management systems
• Desirable: STEP membership (or student membership)

• Stakeholder engagement
• Solutions-focused mindset
• Excellent written and verbal communication
• Highly organised and deadline-driven
• IT literacy across legal software and case management systems
• Mental Capacity Act experience (desirable)

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