Private Client Solicitor
Core
Advise high net worth individuals, families, and trustees on estate planning, succession, wills, trusts, probate, and asset protection.
Role type
Private Client Solicitor / Chartered Legal Executive
Builds
Trust structures, wills, and estate administration plans for HNW clients
Domain
Legal services, Wealth Management, Private Client Law
Deliverable
client delivery
Required skills
Estate planning, Succession planning, Wills drafting, Trust creation and administration, Probate handling, Court of Protection matters, Lasting Powers of Attorney, Asset protection, Cross-border legal advice
Preferred skills
STEP qualification
Technologies
Legal research databases, Trust administration software
Responsibilities
Advise on estate planning and succession planning, Draft and administer wills and tax-efficient trust structures, Handle probate and estate administration, Manage Court of Protection matters, Create and administer Lasting Powers of Attorney, Advise on asset protection and wealth structuring
Seniority
Mid-Senior, Qualified Professional
