Private Client/Probate Solicitors
West Sussex
Roles and Responsibilities
Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate and all associated matters through to conclusion, including both grant only and estate administration with a mix of complex and straightforward cases. Working autonomously to proactively take on areas of file handling with minimum supervision. Providing excellent client care. Strong communication skills Administering complex, taxable estates in accordance with the relevant laws and in a timely manner Communicating and maintaining a relationship with clients and associates via letter, email and telephone Collecting relevant financial information for our solicitor to submit the probate application Liaising with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates Collection or transfer of assets to the beneficiaries Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors Completing and submitting relevant income tax returns Reconciling Executor accounts Drafting and completing estate accounts, reconciled to the Executor account Obtaining Executor approval of estate accounts Completing adequate searches in order to settle the estate upon completion of the administration Ensuring deadlines are being met on own files and files within team Ensuring policies and procedures are being followed We provide legal services for individuals and businesses, with offices in Arundel, Broadwater, Goring, Hove, Lancing, Rustington, Steyning and Worthing. We take pride in always offering a professional service. If you are interested, please submit your CV to Tanya Brown Recruitment Group as directed.
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Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate and all associated matters through to conclusion, including both grant only and estate administration with a mix of complex and straightforward cases. Working autonomously to proactively take on areas of file handling with minimum supervision. Providing excellent client care. Strong communication skills Administering complex, taxable estates in accordance with the relevant laws and in a timely manner Communicating and maintaining a relationship with clients and associates via letter, email and telephone Collecting relevant financial information for our solicitor to submit the probate application Liaising with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates Collection or transfer of assets to the beneficiaries Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors Completing and submitting relevant income tax returns Reconciling Executor accounts Drafting and completing estate accounts, reconciled to the Executor account Obtaining Executor approval of estate accounts Completing adequate searches in order to settle the estate upon completion of the administration Ensuring deadlines are being met on own files and files within team Ensuring policies and procedures are being followed We provide legal services for individuals and businesses, with offices in Arundel, Broadwater, Goring, Hove, Lancing, Rustington, Steyning and Worthing. We take pride in always offering a professional service. If you are interested, please submit your CV to Tanya Brown Recruitment Group as directed.
#J-18808-Ljbffr
