Legal Assistant

Overview

Assist solicitors with probate, estate planning and client administration.

Key Responsibilities

• estate administration
• estate accounts
• legal compliance
• adviser liaison
• trust wills
• probate support

Tasks

-Take and exercise initiative to ensure responsibility for the completion of an estate administration -Maintain and prepare estate accounts -Manage client files and ensure compliance with legal regulations -Interact with external advisers e.g. accountants and tax advisers -Dealing with estates that are often high in value and that include trust structures e.g. discretionary wills, nil rate band wills and life interest trust wills -Work autonomously but also alongside more senior fee earners in the team -Provide administrative and legal support for private client matters, for probate and estate planning

Requirements

• inheritance tax
• probate
• inland revenue
• probate registry
• microsoft excel
• microsoft word

What You Bring

-Have a good working understanding of relevant inheritance tax allowances so relevant IHT returns can be completed -Experience of client probate and estate administration -Proactive and organised with great attention to detail -The ability to communicate with people at all levels in a friendly and professional manner -Good working knowledge of Inland Revenue processes and procedures -Good working knowledge of the Probate Registry systems -Excellent written and verbal communication skills -Intermediate Microsoft knowledge, particularly in Excel and Word

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About High Bluff Design/Build Llc

-A leading design-build firm specializing in residential and commercial construction. -Founded with a passion for high-quality craftsmanship and innovative design, building a strong reputation over the years. -Offers a wide range of services, including custom home building, remodels, and commercial projects, focusing on delivering excellence from start to finish. -Creates tailored solutions through collaboration, aligning with specific client needs and visions. -Integrates modern technology and sustainable practices into every project design. -Showcases versatility and commitment to quality through a portfolio of high-end residential homes, boutique commercial spaces, and specialized builds. -Earned client trust with a hands-on approach, attention to detail, and dedication to delivering projects on time and within budget.

Sector Specialisms