Wills and Estates Paralegal
Core
Support Wills & Estates and Litigation Lawyers in the administration and execution of estates and litigation matters.
Role type
Paralegal (Wills & Estates)
Builds
Probate applications, estate administration, Wills, testamentary trusts, Enduring Powers of Attorney, Health Directives, court documents, and client files.
Domain
Legal (Wills, Estates, Litigation)
Required skills
Document preparation, drafting legal documents, liaising with executors/beneficiaries, court document preparation, correspondence drafting, barrister briefing, research and analysis, asset distribution, file management, diary management, transcription, billing invoice preparation, client liaison.
Preferred skills
Experience with LEAP and PEXA, advanced Microsoft Office proficiency.
Responsibilities
Prepare documents for probate applications and estate administration; Draft Wills, testamentary trust wills, Enduring Powers of Attorney, and Health Directives; Liaise with executors, beneficiaries, and stakeholders to gather necessary information; Prepare court documents for Grants of Probate in the Supreme Court; Draft correspondence, forms, and legal documentation related to estates and estate planning; Brief barristers for contested estate proceedings; Conduct research and analysis to support estate administration; Assist in distributing estate assets to beneficiaries; Maintain accurate and organised client files and records; Provide administrative support to the Wills & Estates team as required; Manage diaries and emails efficiently; Ensure accurate file management, including cost agreements and payment follow-ups; Transcribe documents and correspondence from digital dictation; Amend general legal and court documents, including deeds, affidavits, and writs; Professionally liaise with clients via telephone and email; Prepare monthly client billing invoices.