Legal Secretary - Private Client
Legal Secretary - Private ClientLocation: BasingstokeJob Type: Full-timeSalary: Up to £30,000 (Depending on Experience)We are seeking a dedicated Private Client Legal Secretary to join our busy and personable Private Client team. This role provides comprehensive support to Fee Earners across a range of matters involving Wills, Probate, Estate Administration, Trusts, Lasting Powers of Attorney, and general private client work. The ideal candidate will have experience within a legal setting-preferably Private Client-and demonstrate strong administrative, organisational, and client care skills.Day-to-day of the role:File Opening and Initial Client SupportTake initial instructions and assist with providing costs information and engagement letters.Open new client files and obtain required ID and compliance documentation.Prepare initial drafts of Wills, LPAs, or probate paperwork as directed by Fee Earners.Manage and maintain accurate client records in line with internal policies and regulatory requirements.Document Production and Case ProgressionType and format legal documents including Wills, LPAs, probate forms (IHT205, IHT400), estate accounts, and trust documentation.Prepare engrossments and arrange signing appointments with clients.Submit LPA applications online or via postal service and track progress.Assist Fee Earners with HMCTS probate applications and management of estate administration tasks.Client Liaison and CommunicationAct as a first point of contact for clients, ..... full job details .....
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