Legal Administrator- Wills, Trusts and Probate

  • IBB Law
  • Chesham, UK
  • Aug 06, 2022
Full time Legal Legal PA

Job Description

This is an administrative role supporting and working with partners and lawyers across the Wills, Trusts, Probate, and Court of Protection team, each of whom has a caseload including both routine and more complex legal work in this area.

Key Responsibilities

1. Legal tasks as required including:

(a) Drafting documents including wills, lasting powers of attorney, witness statements, oaths, estate accounts

(b) Loading information onto and using the probate tool

(c) Recording chargeable and investment time

(d) Preparing standard correspondence and documents on matters

(e) Liaising with clients by email, telephone, and in person

(f) Assisting solicitors and other fee earners

(g) Conducting legal research using tools such as LexisNexis and Lawtel Westlaw

(h) Checking lengthy documentation and proofreading as required

(i) Completing legal forms.

2. Administrative tasks to include:

(a) File opening in accordance with IBB procedures to include data input, completion of internal forms and procedures, preparation of anti-money laundering documentation, setting up the paper file and file labels, preparing the initial letters for fee earner review

(b) File closing in accordance with IBB procedures to include data input, checking ledger balances, filleting files, returning client documents, and completion of internal forms.

(c) Preparation of bills in accordance with IBB procedures, including collating disbursement receipts, liaising with accounts, and preparing all documentation to be sent to the client in accordance with defined procedures

(d) Filing time sheets, incoming correspondence, outgoing copies, invoices, reports, and paper files in/out of the filing system. Assisting with file checking and organizing in preparation for semi-annual quality audits.

(e) Checking deeds in and out of the deeds storage facility. Collecting deeds from the floor and returning them to storage.

(f) Printing, scanning, copying documents. Generally liaising with the document management center on document production/collation tasks.

(g) Ad-hoc data input as and when required onto PMS (SOS Connect) and RMS (Records Management System.

3. Any other duties as and when required.

Person Specification


Ideally Postgraduate level (preferably law) LPC, legal executive qualifications, or experience as a Legal Administrator/Secretary.


• Advanced working knowledge of Microsoft applications including Word, Excel, and     PowerPoint

• Experience in using a legal Practice Management System is a distinct advantage

• Strong communication skills

• Highly literate and numerate with the ability to read and assimilate complex written information

• Strong legal research skills

• Focussed on accuracy and attention to detail with the ability to proof-read

• Well organized and able to work to deadlines and guidelines


• Excellent written and verbal communication skills

• A high level of IT proficiency

• Good time management skills

• High level of accuracy and attention to detail

• Ability to work effectively independently or as part of a team

• Strong interpersonal skills

• Willingness to proactivity take ownership of own learning and development

• Commercial awareness



17,00 - 23,000 DOE