Private Client Solicitor - Wills & Probate - Nationwide

Job Description: Duncan Lewis Solicitors (Ltd):

Regulated by the Solicitor’s Regulation Authority, Duncan Lewis Solicitors was founded in 1998 and is headquartered in the City of London (Fenchurch Street EC3M), with offices nationwide. We are recognised by the Legal 500 and Chambers & Partners UK independent legal directories as a top-tier law firm in all of our key practice areas – “a diligent and professional team that is prepared to go the extra mile for its clients”. A paperless law firm with over 500 personnel that embraces hybrid-working, we service both corporate entities and private individuals in over 25 areas of law across 60 languages. We give people a voice - that is our ethos.

Recognised among The Times 200 Best Law Firms, we have been awarded Law Firm of the Year at the 2024 Lexis Nexis Awards and 2023 Modern Law Awards, reflecting our dedication to legal expertise and client service. We hold Investors in People Gold Standard accreditation for over 15 years, showcasing our commitment to professional development. Duncan Lewis is also Law Society Lexcel, Cyber Essentials Plus, and ISO 27001 certified, ensuring excellence in practice management and data security.

We are committed to recruiting dedicated and talented professionals and welcome applications from exceptional candidates. At Duncan Lewis, we value training and diversity, and we take pride in our inclusive workforce.

Wills and Probate Department Background:

We understand that drawing up a will or administering an estate can be an emotional experience, therefore, our specialist team will make sure that the future of our clients’ families are secure and their wishes are carried out.

We offer a comprehensive and personal service to clients including will drafting, inheritance tax planning advice, assistance with the administration of a will or advice on a contested will. Our team has considerable expertise in advising on international wills, wills involving extended families/ estranged family and contested wills/ probate litigation.

Our probate experts offer advice under the law of England and Wales in addition to Islamic wills and inheritance matters.

Main Responsibilities of the Role

• Report directly to Department Director
• Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients’ needs
• Responsible for all aspects of Wills & Probate work and on occasions, where appropriate providing technical expertise and guidance to other team members and Head of Department
• Ability to manage appropriate caseload types and complexities
• Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts; Advising on inheritance tax; court of protection matter; Contesting a will; Settling any tax liabilities and affairs; court of protection matters
• Attending clients, taking instructions and preparing cases
• Dealing with correspondence
• Maintaining accurate time costing procedures
• Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly
• Ensuring compliance with file management

Key Skills Required:

• Qualified Solicitor or Chartered Legal Executive with 1+ year’s technical experience in Wills and Probate law
• Must have a clean, valid Practicing Certificate at the time of applying
• Committed team player and adapt well to new challenges
• Previous proven supervisory experience and working to key performance indicators
• Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner and resolve complicated practicalities
• Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner to deal with vulnerable clients and resolve Excellent networking and communication skills with the ability to successfully market the Company and generate new business
• Excellent analytical and organizational skills
• Ability to use own initiative and sound judgment
• Working knowledge of Wills and Probate work and have the ability to service privately funded cases
• Have extensive experience in dealing with Wills & Probate related work
• Experience in own advocacy is an advantage
• Excellent IT Skills -familiar with Microsoft Office applications and document management skills
• STEP qualification preferable but not essential

What we offer

• Competitive salary
• A fantastic supportive team
• Excellent progression opportunities
• Support for appropriate legal awards/recognition