Probate & Wills Assistant
Job title: Probate & Wills Assistant
Reporting to: Team manager
Supervisory
responsibility: None
Job purpose: Assist fee earner with Wills and Estate Administration caseloads
- Contacting clients by telephone, e-mail and post to assist with any issues they are having when trying to complete their free online will.
- Providing quotes to clients.
- Weekly reports of stats to various members of staff.
- Report to team leader with any complaints or technical issues.
- Assisting with basic will drafting and preparing of bills.
- Assist fee earners to progress legal work, making appointments, managing fee earner diaries
- Scanning documents and general file administration and organisation
- Entering all estate information on case management
- Write to third parties to request/provide information and manage responses
- Archiving, opening and closing files
Full training will be provided