Wills, Probate, Tax & Trusts Solicitor
Core
Solicitor managing complex private client matters including wills, probate, tax planning, and trust administration for high-net-worth individuals.
Role type
Private client solicitor (Associate/Senior Associate/Partner)
Builds
Wills, estate administrations, and trust structures
Domain
Legal (Private Client/Wealth Management)
Required skills
Wills drafting, Probate administration, Inheritance tax planning, Trust establishment, Estate administration, Client relationship management, Business development, Matter management, Legal compliance, Strategic planning
Preferred skills
Mentoring junior lawyers, Strategic growth initiatives, High-value case handling
Technologies
Case management systems
Responsibilities
Manage a varied caseload of Wills, Probate, Tax & Trust matters, including complex and high-value cases. Provide clear, practical advice to clients across all aspects of wills, probate, trusts, estate administration, and tax planning. Draft and prepare a wide range of wills tailored to clients' individual circumstances and objectives. Handle complex and high-value estate administrations from instruction through to completion. Advise clients on inheritance tax planning, succession planning, and wealth preservation strategies. Establish, administer, and advise on a variety of trust structures. Actively contribute to business development initiatives and support the continued growth of the team.
Seniority
Senior, hands-on IC (Associate/Senior Associate) or Principal, strategy & mentorship (Partner)