Probate assistant
Probate Assistant - Private Client Liverpool (Hybrid / Flexible Working Available)
£23,000 - £28,000 (DOE)
Full-time | Permanent
About the Role We are working with a well-established and reputable law firm in Liverpool seeking a Probate Assistant to join their friendly and supportive Private Client team.
This is an excellent opportunity for someone looking to build a career in wills and probate, gaining hands-on experience in estate administration while working alongside experienced solicitors.
You'll be part of a collaborative environment where training, development, and progression are genuinely encouraged.
Key Responsibilities You will provide vital support to fee earners on a range of probate and estate administration matters, including:
- Assisting with probate applications and preparing documentation for submission to HMCTS
- Supporting the administration of estates, including collecting and distributing assets
- Liaising with clients, beneficiaries, HMRC, banks, and other institutions
- Drafting correspondence and legal documents under supervision
- Gathering financial information relating to estate assets and liabilities
- Assisting with Inheritance Tax (IHT) forms and supporting schedules
- Maintaining accurate and up-to-date records on the case management system
- Handling general administrative tasks to support the wider Private Client team
- Previous experience in a legal support or administrative role (Private Client experience advantageous but not essential)
- A genuine interest in wills, probate, and estate administration
- Strong organisational skills and attention to detail
- Excellent communication skills and a professional, empathetic approach
- The ability to manage multiple tasks and meet deadlines
- Knowledge of IHT forms or LPAs
- A legal qualification (LLB, LPC, CILEX) or working towards one
- Full training and ongoing development
- Clear progression opportunities into a Paralegal role
- Hybrid / flexible working options
- Exposure to a wide range of Private Client matters
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