Wills and Probate Legal Secretary

Wills and Probate – Legal Secretary

This is a full time, office based legal secretarial role, primarily assisting the Wills & Probate team but it will also include assisting the Family and Litigation teams.

Based in Blackheath Village, South East London close to transport links.

• Sending questionnaire forms to clients re wills, probate and LPAs
• Dealing with telephone enquiries
• File opening for three team leaders
• Liaising with clients to make appointments
• Being aware of Compliance and ensuring AML requirements are met
• Dealing with incoming post /filing / post matching
• Digital dictation
• Renaming scanned documents and placing in the case management system
• Time recording
• Preparing fee notes and financial statements including pro forma, interim and final bills
• Typing attendance notes / file notes
• General organisation of the office – gathering stationery, etc.
• Chasing up clients
• Preparing fundsflows for incoming monies on all files
• Setting up payments
• Obtaining quotations from third parties and setting up payment of invoices, if needed
• Updating Estate Accounts
• Amending draft wills with minor amendments / referring back to team leader
• Sending draft wills to clients by post/email
• Engrossing wills and sending by post to clients with instructions for signing or attending clients at the office for will signing
• Attending home visits, if necessary
• Keeping the case management system up to date, eg. contacts, executors, beneficiaries, donors, attorneys
• Drafting, engrossing and send LPAs to Office of the Public Guardian
• Closing files / sending documents to storage
• Occasionally helping out on reception

Please apply by email to The Practice Manager, Beverley Morris & Co. at jackie@beverleymorris.co.uk .