Probate Secreatry

• Provide dedicated secretarial and administrative support to private client fee earners.
• Draft correspondence and legal documentation related to probate, wills, and estate matters.
• Liaise with clients and third parties including HMRC, HMCTS, banks, and other institutions.
• Prepare and submit probate applications and related documentation.
• Manage client files, both electronically and physically, in line with regulatory requirements.
• Handle incoming calls and correspondence professionally and with discretion.
• Maintain calendars, schedule appointments, and assist with general administrative tasks.
• Support with billing, timesheets, and file opening/closing procedures.

• Either a law graduate with a genuine interest in private client work or an experienced legal secretary.
• Familiarity with probate processes and terminology, or a willingness to learn quickly.
• Excellent attention to detail and organisational skills.
• Strong communication skills, both written and verbal.
• Ability to handle confidential and sensitive information with discretion.
• Proficient in Microsoft Office and able to learn legal case management systems.

• Previous experience in a private client or probate department.
• Knowledge of HMCTS and HMRC processes relating to probate and inheritance tax.
• Understanding of GDPR and anti-money laundering protocols.

Clayton Legal