Paralegal - Will Drafter

Paralegal - Will Drafter

London Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Draft wills and estate planning documents while collaborating with legal teams.
  • Company: Join Octopus Legacy, a fast-growing tech company transforming the estate planning industry.
  • Benefits: Enjoy hybrid working, flexible holidays, health insurance, and a dog-friendly office.
  • Why this job: Make a real impact in a supportive environment that values innovation and personal growth.
  • Qualifications: 2+ years in private client work; STEP qualification preferred; strong attention to detail required.
  • Other info: Work from anywhere for up to 4 weeks a year and enjoy daily breakfast and wellness activities.

The predicted salary is between 28800 - 48000 £ per year.

We\’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK\’s most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission.We\’re on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.But we can\’t do it alone, and that\’s why we\’re assembling a team of top performers to build with us.Ready to be part of something big?The Role As a Will Drafter, you\’ll be instrumental in crafting precise, legally sound estate planning documents, ensuring clarity, compliance, and accuracy. Collaborating with our legal and estate planning teams, you\’ll guide clients through the complexities of will-writing while upholding the highest professional standards.Beyond drafting, you\’ll be part of a forward-thinking team driving innovation in estate planning. We foster a dynamic, supportive environment where curiosity, adaptability, and ambition are valued. This role offers the opportunity to grow professionally while making a real impact in an industry that\’s being transformed.Key Responsibilities: Draft wills, LPAs, and estate planning documents based on client instructions and legal best practices.Review and revise will drafts to ensure accuracy, clarity, and compliance with relevant laws.Collaborate with legal teams to address complex estate planning needs.Stay up to date with will-writing regulations, inheritance laws, and industry best practices.Ensure strict confidentiality and data security when handling client information.Provide administrative support related to will drafting and estate planning services.Who Are You? Minimum 2+ years in private client work (essential).Experience with Arken or other will-writing software is a plus.Strong attention to detail and accuracy, ensuring documents are legally sound and meet client needs.Able to work effectively with legal professionals and estate planning teams, ensuring seamless service delivery.Excellent communication skills, with the ability to explain complex legal concepts in a clear and accessible manner.Strong time management skills, able to handle multiple cases efficiently while maintaining high standards.Able to think critically and adapt to unique client situations, offering practical estate planning solutions.Our Mission When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you\’re here. And after you\’re gone.Founded by Sam after his mum died suddenly, we\’re a group of people who work in death because we\’ve been affected by it. We know the difference a good plan makes, and what it\’s like when there isn\’t one.Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We\’re here to make that world happen.Hybrid working (London Bridge).Flexible holiday + extra day off for your Birthday.Work from anywhere in the world for up to 4 weeks per year.Vitality Health & Life Insurance.Enhanced parental leave.Free Will & LPAs + discounts on other Octopus services.Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.Octopus Giving: we match any charitable fundraising that you do up to £500.Breakfast every day, snacks and wellness activities.We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.

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Paralegal - Will Drafter employer: Octopus Legacy

At Octopus Legacy, we pride ourselves on being one of the fastest-growing tech companies in the UK, offering a dynamic and supportive work culture that values innovation and collaboration. As a Paralegal - Will Drafter, you'll not only have the opportunity to craft meaningful estate planning documents but also benefit from flexible working arrangements, a share incentive scheme, and a commitment to employee growth through initiatives like Octopus Springboard. Join us in transforming the way people think about legacy while enjoying a vibrant office environment in London Bridge.
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Contact Detail:

Octopus Legacy Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paralegal - Will Drafter

✨Tip Number 1

Familiarise yourself with the latest will-writing regulations and inheritance laws. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.

✨Tip Number 2

Network with professionals in the estate planning and legal sectors. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities at Octopus Legacy.

✨Tip Number 3

Showcase your experience with will-writing software like Arken during discussions. If you have used similar tools, be ready to explain how they improved your efficiency and accuracy in drafting documents.

✨Tip Number 4

Prepare to discuss real-life scenarios where you've successfully navigated complex estate planning needs. Sharing specific examples will highlight your problem-solving skills and ability to work collaboratively with legal teams.

We think you need these skills to ace Paralegal - Will Drafter

Legal Research
Will Drafting
Attention to Detail
Knowledge of Inheritance Laws
Client Communication
Time Management
Confidentiality and Data Security
Collaboration with Legal Teams
Critical Thinking
Proficiency in Will-Writing Software (e.g., Arken)
Understanding of Estate Planning
Adaptability
Administrative Support Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private client work and any relevant qualifications, such as STEP. Emphasise your attention to detail and ability to draft legally sound documents.

Craft a Compelling Cover Letter: In your cover letter, express your passion for estate planning and how your background aligns with Octopus Legacy's mission. Mention specific experiences that demonstrate your skills in will drafting and collaboration with legal teams.

Showcase Relevant Skills: Highlight your communication skills and ability to explain complex legal concepts clearly. Provide examples of how you've managed multiple cases efficiently while maintaining high standards.

Research the Company: Familiarise yourself with Octopus Legacy's values and mission. Understanding their approach to transforming the estate planning industry will help you convey your enthusiasm for the role and how you can contribute to their goals.

How to prepare for a job interview at Octopus Legacy

✨Know Your Legal Stuff

Make sure you're well-versed in the latest will-writing regulations and inheritance laws. Brush up on your knowledge of estate planning documents, as you'll need to demonstrate your expertise during the interview.

✨Showcase Your Attention to Detail

As a Will Drafter, accuracy is key. Be prepared to discuss examples from your past work where your attention to detail made a significant difference. This will highlight your ability to produce legally sound documents.

✨Communicate Clearly

You'll need to explain complex legal concepts to clients in an accessible way. Practice articulating these ideas simply and clearly, as strong communication skills are essential for this role.

✨Demonstrate Adaptability

The role requires you to think critically and adapt to unique client situations. Prepare to share instances where you've successfully navigated challenges or tailored solutions to meet specific client needs.

Paralegal - Will Drafter
Octopus Legacy
Location: London
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