Wills and Probate Executive/Solicitor -

at  Talent Network Partners Ltd

As Wills and Probate Fee Earner you will be a confident, proactive, structured individual who will be experienced in a broad range of Wills, Trusts and General Probate matters
including, but not limited to:-
o Preparation of Wills, including those utilising trusts to assist with more complex family situations;
o IHT/CGT Planning;
o Preparation of Powers of Attorney to include registration of EPAs and LPAs;
o Court of Protection practice;
o Administration of taxable and non taxable estates;
o Trust administration;
You may be required to perform any other duties and to work in any other areas as requested by the Company if necessary, which may include other offices and those of clients.

• To provide an ongoing exceptional service to existing clients;
• To work with the Directors to develop new business;
• Develop and enhance the Wills, Trusts, and Probate offering within the department;
• Manage your own broad caseload of wills, probate and trust matters;
• Consistently achieve KPIs and individual objectives and targets whilst understanding the commercial needs of the business;
• To produce fee income in line with targets and agreed objectives;
• To keep informed of all changes in the Law and Practice in your own area of work;
• To maintain and enhance up to date legal skills;
• Financial control with particular regard to cash flow control through collection of monies on account and billing procedures;
• Perform fee earning work accurately, reliably and in accordance with the firms quality and risk procedures;