Will Writer
We have an excellent opportunity for an experienced Will Writer to join a professional estate planning company supporting clients with wills, trusts, LPAs and inhertance tax planning.
If you have a strong background in estate planning and are looking for a role where you can manage your own caseload and provide expert guidance to clients, we would love to hear from you.
Will Writer
Camberley, GU15
- £34,000 per year + benefits
- Experience drafting wills and advising on estate planning services is essential
- Office-based, full time
Our client is a UK-based estate planning company that helps individuals and families put tailored solutions in place, including wills, trusts, lasting powers of attorney, and inheritance tax planning. They focus on providing personalised guidance to help clients safeguard their assets, protect loved ones, and ensure their wishes are carried out with clarity and confidence.
About the Role:
In this role, you will draft wills, LPAs, trusts, and other estate planning documents while supporting clients through the process with clear and professional guidance. You will also manage your own caseload, maintain accurate records, and ensure all work complies with current legislation and regulatory standards.
You will have previous experience drafting wills or advising on estate planning matters, along with strong communication skills, excellent attention to detail and the ability to explain complex information clearly.
Key Responsibilities
Will Drafting & Estate Planning
- Draft wills of varying complexity, including Mirror Wills, trusts, guardianship clauses, and tax-efficient structures
- Prepare and register Lasting Powers of Attorney, property trusts, and other estate planning documents
- Ensure all documents comply with current legislation, regulatory expectations, and best-practice standards
- Maintain up-to-date knowledge of estate planning, inheritance tax, and trust law
- Take detailed instructions from clients remotely and face-to-face
- Explain legal concepts in accessible language
- Keep clients informed throughout the drafting process and respond to queries promptly
- Build strong, trust-based relationships with clients
- Manage a personal caseload from instruction to completion
- Maintain accurate client records and ensure compliance with data protection and regulatory standards
- Assist with administrative duties including post handling, filing, and document organisation
- Uphold high standards of professionalism, accuracy, and client care
- Engage in continuous professional development and training
- Contribute positively to team objectives, referrals, and service promotion
Essential:
- Experience drafting Wills or advising on estate-planning matters.
- Strong communication skills and the ability to explain complex topics clearly.
- High attention to detail and accuracy.
- Ability to manage a caseload and prioritise effectively.
- Knowledge of trusts, inheritance tax, and LPAs.
- Experience in a legal, financial, or estate-planning environment.
- Membership of a professional body such as STEP or the Society of Will Writers, demonstrating expertise and adherence to professional standards.
If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents.
You must be authorised to work in the UK. No agencies, please.
Other suitable skills and experience includes Estate Planner, Estate Planning Advisor, Private Client Assistant, Probate Assistant, Will Drafter, Trusts Assistant, Legal Assistant, Estate Administration Assistant, Private Client Administrator, and Legal Administrator.
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