Department: Wills, Probate, Tax & Trusts
Location: Derby, UK

This role is responsible for managing a personal caseload of Wills, Probate, Tax & Trust matters whilst also supporting on more complex matters with senior members of the team.

Responsible for liaising directly with clients and ensuring a high level of client care is provided at all times.

This role reports directly to the Head of Wills, Probate, Tax & Trusts.

Key Responsibilities

• Manage a varied caseload of Wills, Probate, Tax & Trust matters that will include:
• Providing general advice to clients on all aspects of Wills, Probate, Tax & Trust processes.
• Preparing lasting powers of attorney.
• Preparing deputyship orders.
• Dealing with estate administration.
• Advising on risks of death, divorce or bankruptcy in respect of lifetime gifting.
• Advising on obtaining grants of probate.
• Advising ...