Position Overview
Our client is seeking a Private Client Solicitor/Legal Executive to join their reputable and successful team in Birmingham.
Essential responsibilities:
• Preparation of wills and trusts;
• Preparation of Probate Applications
• LPAs,
• Applications to the Court of Protection and advising elderly and vulnerable clients.
• Contentious and non-contentious probate
• Deed of variations and gifts
• Administration of estates (small/large) and trusts;
• Dealing with queries corresponding with solicitors, Probate Registry, Land Registry, OPG and other 3rd party companies as appropriate to each case
Desirable Responsibilities:
• Advising on trusts for pension and life insurance policies;
• Advising on tax matters with emphasis on Inheritance Tax mitigation;
• Advising clients with regard to elderly issues
• Estate planning for asset protection with a focus on tax minimisation, care fees and third party creditors;
• Managing relationship...