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Solicitor Private Client Wills & Probate
Wills, Tax Planning, Estates



Our client is a well-established North Yorkshire firm offering a high quality service which has been built up over many years.  This is an approachable firm, responsive,  priding themselves on providing a high level of service.  Our client offers a comprehensive service to include family, litigation, commercial and residential property, private client etc. 

Duties will include

  • Take instructions/deal with enquiries from clients on matters relating to Wills/ Powers of Attorney/Deputyship, Administration of Estates,  Inheritance Tax Planning and Trusts
  • Recognise the needs of the client as a whole and advise appropriately, including referring matters to other depts.
  • Obtain full details from clients (including personal representatives and attorneys etc) as soon as possible to allow progression of the matter
  • To explain the appropriate procedures and legal issues to clients for the given instructions in an understandable manner
  • To draft accurate documentation for the client in accordance with their instructions
  • To deal with clients and other individuals in the transaction in an appropriate manner
  • To ensure the transaction runs as smoothly and quickly as appropriate for the situation
  • To conduct legal research where required
  • To maintain professional development standards in accordance with the Solicitor Regulation Authority guidelines and to ensure relevant technical knowledge is current
  • To manage, supervise and train any assistant, secretary and junior colleagues, as appropriate
  • To participate in Probate Departmental meetings
  • To monitor and attain targets on a regular basis


  • Must be self motivated, energetic, positive with a can do attitude
  • Flexible
  • Confidentiality and discretion
  • Pro-active – willing to use initiative
  • Excellent communication skils
  • Reliability and organisation of administration to manage workloads and prioritise

Hours Monday – Friday full time

Salary Negotiable

Contact Gail Stephenson

07786 913492



Wills & Probate
North Yorkshire
gail stephenson 07786 913492

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