Will Writer

Job title:                   Will Writer

Reporting to:           Team manager

Supervisory 
responsibility:          None

Job purpose:           

We are looking for someone with Wills experience (ideally two years or more) with an understanding of Will writing and ability to manage a busy caseload.

This role may also suit a legal assistant who wants to move into a fee-earning role, or a recent graduate who wants to gain experience of running a caseload dealing with taking client instructions and drafting.

Communication is key and the ability to build rapport with clients is essential.  This role would suit someone who has a high level of attention to detail.

Main responsibilities include:

• Attending initial Client consultations via Video Call and taking instructions on legal documents including Wills.
• Ongoing communication with clients via e-mail and telephone.
• Identifying the needs of the Client and advising on wills and estate planning to suit their needs.
• Drafting Simple and Complex Wills using case management system
• Accurately maintain client records and correspondence on our systems, making sure that all compliance and regulatory standards are met

Full training will be provided