Chartered Legal Executive – Wills & Planning

About the role

We are seeking a Chartered Legal Executive to supervise private‑client wills and estate‑planning work. The role offers a flexible schedule, no billable targets, and the choice to work remotely or from our Stratford‑upon‑Avon office.

Key responsibilities

• Support a team of solicitors and technical professionals in the preparation and review of wills, trusts and Lasting Powers of Attorney.
• Ensure all documentation complies with legal standards and client instructions.
• Provide feedback and technical guidance to meet estate‑planning objectives.
• Maintain quality‑assurance processes and regulatory compliance.

Required profile

• Qualified solicitor, CILEX, STEP or equivalent experience.
• Strong technical knowledge of estate planning and will drafting.
• Experience with tax planning related to lifetime planning.
• High attention to detail and excellent written and verbal communication.

Required skills

• Estate planning
• Will drafting
• Trust drafting
• Lasting Power of Attorney preparation
• Tax planning

What we offer

• Salary starting from £33,000 up to £45,000 per year.
• Flexible hours – part‑time (22.5 h) or full‑time (37.5 h).
• Remote or hybrid work options.
• No billable targets, focus on quality work‑life balance.