Probate Paralegal – Private Client Team

About the role

Join a well‑established law firm in Liverpool as a Probate Paralegal within the busy Private Client team. This full‑time, permanent role offers the chance to develop expertise in wills, probate and estate administration while working in a supportive, collaborative environment.

Key responsibilities

• Assist fee earners with a varied caseload of probate and estate administration matters.
• Prepare probate applications and liaise with HM Courts & Tribunals Service.
• Support estate administration, including collecting and distributing assets.
• Draft correspondence and documentation for clients and third parties.
• Liaise with clients, beneficiaries, HMRC and financial institutions.
• Conduct legal research and gather relevant documentation.
• Assist with Inheritance Tax (IHT) forms and submissions.
• Maintain accurate case‑management records using internal systems.
• Ensure compliance with firm procedures and regulatory requirements.

Required profile

• Previous experience in Private Client, Probate or Wills, or a strong desire to move into this area.
• Understanding of the probate process and estate administration.
• Excellent written and verbal communication skills.
• High attention to detail and ability to work accurately under pressure.
• Strong organisational skills with the ability to manage multiple tasks.

Required skills

• Proficiency in Microsoft Office.
• Experience with case‑management systems (explicitly mentioned).

What we offer

• Competitive salary £24,000‑£32,000 per year.
• Benefits package and ongoing training.
• Supportive team environment with clear progression routes.
• Exposure to a broad range of private client work.