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Our client is looking for a Private Client Paralegal
Client Details
A leading firm
Description
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Drafting and preparing wills, powers of attorney, and related legal documents
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Assisting in the administration of executries (Scottish probate), including preparing inventories, inheritance tax forms, and court documentation
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Liaising with clients, beneficiaries, HMRC, banks, and other third parties
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Supporting with the management and administration of trusts
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Conducting legal research and keeping abreast of changes in private client law and tax regulations
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Maintaining accurate and up-to-date client files and records
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Ensuring compliance with Law Society of Scotland regulations and internal risk procedures
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Providing general administrative support to fee earners within the Private Client department
Profile
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Familiarity with Scottish wills, executries, and succession law
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Strong understanding of inheritance tax and estate administration processes
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Excellent communication and interpersonal skills
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High level of discretion, integrity, and empathy
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Ability to manage multiple matters efficiently and meet deadlines
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Proficiency in case management systems and Microsoft Office
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A paralegal qualification or relevant legal degree is advantageous
Job Offer
A competitive salary and great working environment
