12 Oct, 2021

Trust & Estates Lawyer

£25,000 - £40,000 yearly
  • Talbots
  • Hagley Road, Stourbridge DY8 1QH, UK
Full time Lawyer

Job Description

Main purpose and objectives

  • To undertake a full range of wills, trusts and estates work on behalf of private clients.
  • Manage own caseload.
  • Assist on files managed by senior lawyers in the team.
  • Involvement with business development activities.

Key tasks and responsibilities

  • To manage and assist on a varied caseload, advising clients on a full range of associated matters including work on:
  • Drafting and preparation of standard and complex wills, including those utilising trusts to assist with more complex family situations;
  • IHT/CGT Planning;
  • Preparation of Powers of Attorney to include registration of EPAs and LPAs;
  • Court of Protection practice;
  • Administration of taxable and non-taxable estates;
  • Deeds of Variation;
  • Establishing, administering and terminating trusts and settlements;
  • Able to take a commercial approach, sound drafting skills;
  • Good listening and problem solving skills - a logical thinker with the ability to communicate technical issues at all levels;
  • Motivated, outgoing, organised individual with a structured reliable approach to both resolving issues and developing solutions;
  • To deal proactively with a wide range of correspondence and be able to work on own initiative;
  • Drafting, reviewing, amending and issuing legal documents;
  • Able to take on challenges and see solutions through to successful conclusion;
  • Support colleagues within the department, liaising with existing and new clients, working efficiently, effectively and professionally; and
  • Any other duties deemed to be within the capability of the post holder.

Essential competencies

  • Qualified Solicitor or Chartered Legal Executive with experience of working in a similar role within a T&E Department;
  • Knowledge and experience in a range of wills, trusts and estates matters including:
  • Estate administration;
  • Drafting standard wills;
  • Deeds of Variation;
  • Powers of Attorney.
  • Passionate about giving outstanding client care and service;
  • Excellent interpersonal and team working skills;
  • Accurate and articulate in written and spoken communication (including excellent spelling and grammar);
  • Attention to detail and high level of accuracy;
  • Ability to use own initiative to problem solve;
  • Excellent administrative, planning, organisation and time management skills to meet deadlines;
  • Proficient in the use of IT, including all MS Office applications, email and internet; and
  • Pro-active and self-motivated with a genuine interest in supporting career progression in the department.

Desirable competencies

Knowledge and experience in:

  • Estate administration including high value estates and taxable estates;
  • Drafting standard and complex wills;
  • Court of Protection applications;
  • Deeds of Variation;
  • Powers of Attorney;
  • Establishing, administering and terminating trusts and settlements;
  • Inheritance Tax; and
  • Trust and Estate Taxation.

Company Benefits

  • 25 days holiday + UK Bank Holidays + 2 x Ex-gratia days (birthday & Christmas).
  • Company pension scheme.
  • Group Life Insurance*.
  • Talbots Bonus Scheme*.
  • Bank of Talbots (Staff credit for legal fees)*.

* Subject to qualifying period of service.

Salary range: £25,000-£40,000 per annum depending on experience

Equality, diversity and inclusion

Talbots is an equal opportunities employer and we believe all employees should be treated fairly and equitably. The Company is committed to eliminating discrimination and promoting equality, diversity and inclusion in the workplace including within our Policies and Procedures, and the areas in which it should have influence.

Competitive Salary

No

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