Wills, Trusts & Estate Planning Executive in Woking

Wills, Trusts & Estate Planning Executive in Woking

Woking Full-Time 30000 - 40000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage probate matters, draft legal documents, and support senior colleagues on complex cases.
  • Company: Dynamic law firm focused on innovation and client care.
  • Benefits: Career development opportunities, supportive team culture, and leadership mentoring.
  • Other info: Join a collaborative team that values fresh ideas and professional growth.
  • Why this job: Make a real impact in clients' lives while growing your legal career.
  • Qualifications: Experience in private client work and strong organisational skills.

The predicted salary is between 30000 - 40000 £ per year.

We are seeking an experienced Wills, Trusts & Estate Planning Executive (Paralegal) to join our Woking office, supporting our growing Private Client team. This role is ideal for someone with previous private client experience who is confident managing their own work and is looking to develop their career within a supportive and expanding team.

You will support the Wills, Trusts & Estate Planning team as it continues to grow, undertaking a mix of independently managed work and assisting on more complex matters. The role will involve running your own caseload of simple probate matters, managing files from initial instruction through to completion. You will attend client meetings to take instructions for Wills and Lasting Powers of Attorney alongside senior team members and will be responsible for drafting related legal documents accurately and efficiently.

In addition to your own caseload, you will provide support to the Woking team on more complex probate matters, working closely with senior colleagues and assisting with document preparation and progression of files. The role requires a professional and empathetic approach to client care, strong organisational skills, and attention to detail.

Job Requirements
  • Previous experience in private client work is essential
  • Experience running files or assisting with probate matters
  • Confident drafting Wills, LPAs and related documentation
  • Comfortable attending client meetings and dealing directly with clients
  • Well organised, proactive and able to manage competing priorities
Job Responsibilities
  • Manage straightforward probate matters with minimal supervision
  • Support senior fee earners on more complex private client cases
  • Attend client meetings and assist with taking instructions
  • Draft Wills, LPAs and other private client documentation
  • Maintain high standards of organisation, accuracy and client care

Join us, and you’ll do more than build a career – you’ll shape the profession, grow with purpose, and make a lasting difference.

Wills, Trusts & Estate Planning Executive in Woking employer: Dutton Gregory Solicitors

Join our Woking office as a Wills, Trusts & Estate Planning Executive and experience a supportive work culture that prioritises your professional growth. With a commitment to excellence and innovation, we offer structured career pathways, mentoring, and opportunities to influence change within a collaborative team. Here, your contributions matter, and you'll be empowered to shape the future of law while making a meaningful impact on clients' lives.

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Contact Details:

Dutton Gregory Solicitors Recruitment Team

We think you need these skills to ace Wills, Trusts & Estate Planning Executive in Woking

Communication Skills
Problem-Solving Skills
Adaptability
Organizational Skills
Flexibility
Compassion
Teamwork