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- Drafting and preparing standard wills from precedents
- Preparing and submitting Lasting Powers of Attorney
- Assisting with probate applications, including gathering financial information, writing to banks, building societies, and stockbrokers
- Preparing letters and documentation for the administration of estates post-probate
- Supporting the fee earner by proactively managing tasks with minimal supervision
- Working across a caseload that includes both taxable and non-taxable estates
- Previous experience in a probate legal secretary or similar private client legal support role
- Strong knowledge of the probate process and relevant documentation
- Ability to work independently and use initiative
- Excellent attention to detail and communication skills
- Professional, personable, and capable of representing the firm well to clients and third parties
