Wills, Trusts & Probate Paralegal
Jackson Lees Group, Jackson, MS, United States
Are you an experienced Wills, Trusts & Probate Paralegal looking to join an award‑winning law firm that truly puts people first? At the Jackson Lees Group, we exist to make a positive difference for our clients, our colleagues and the communities we serve. You’ll be part of a supportive and collaborative Private Client team, working on a varied caseload of wills, probate and estate administration matters, where your contribution is valued, your wellbeing is prioritised, and your professional development and long‑term career progression genuinely matter.
The Jackson Lees Group is a leading North West law firm and part of The MAPD Group. What started as a small Liverpool practice has grown into a multi‑office firm with more than 200 colleagues across Liverpool, Hoylake, Heswall and Churchtown. We are proud of our culture, our values, and our commitment to delivering exceptional legal services while supporting our people to be the best version of themselves.
Overall purpose
To provide support to the Fee Earners and Team Leaders completing all talks to a high standard. Also delivering a professional, responsive, high‑quality service to our clients ensuring full compliance with policies and procedures laid out by the firm and by regulatory bodies. To act as an ambassador for the Firm at all times, actively promoting its services.
Key accountabilities
Assist with the management and progression of Wills, Probate and estate administration matters, appropriate to experience
Prepare draft Wills, Probate applications, estate administration documentation, Lasting Powers of Attorney and related correspondence for approval
Provide an element of chargeable legal services in line with agreed targets
Deal directly with clients and third parties, delivering clear, empathetic and professional communication
Maintain accurate and up ‑ to ‑ date case management systems to ensure effective file management
Liaise with beneficiaries, executors, financial institutions and other third parties as required
Ensure the Firm’s policies and procedures, and those laid out by regulatory bodies such as the Solicitors Regulation Authority, are fully complied with at all times
Contribute to effective risk management through regular file reviews, risk assessments and high standards of client care
Support fee earners and assist on more complex matters where required
Carry out any other reasonable duties as requested by fee earners, the Team Leader or management staff
What we’re looking for
Experience working within a Wills, Trusts & Probate environment as a Paralegal, Probate Executive or similar
Experience assisting with probate and estate administration matters
Experience of working towards targets (chargeable hours)
Strong organisational skills with excellent attention to detail
Ability to work well as part of a team in a fast‑paced legal environment
Proactive, with the ability to use initiative in day‑to‑day tasks
Competent use of IT and case management systems
Excellent client care skills, with the ability to demonstrate empathy and professionalism
What’s in it for you
Competitive basic salary
Excellent bonus structure
Company pension scheme
Death in Service cover
Employee Assistance Programme
PayCare Health Provider
Company and social events
Unlimited access to our internal training academy
Jackson Lees Group (a part of The MAPD Group) is committed to fostering an accepting an inclusive environment for our people and clients. We know that Making A Positive Difference through the practice of law can be achieved best when we celebrate diversity of all kinds. We actively encourage those from underrepresented groups and diverse backgrounds to apply for this role, including people from minority ethnicity backgrounds, religious backgrounds, LGBTQIA+ people, disabled people, people from different social backgrounds and of different ages.
#J-18808-Ljbffr
The Jackson Lees Group is a leading North West law firm and part of The MAPD Group. What started as a small Liverpool practice has grown into a multi‑office firm with more than 200 colleagues across Liverpool, Hoylake, Heswall and Churchtown. We are proud of our culture, our values, and our commitment to delivering exceptional legal services while supporting our people to be the best version of themselves.
Overall purpose
To provide support to the Fee Earners and Team Leaders completing all talks to a high standard. Also delivering a professional, responsive, high‑quality service to our clients ensuring full compliance with policies and procedures laid out by the firm and by regulatory bodies. To act as an ambassador for the Firm at all times, actively promoting its services.
Key accountabilities
Assist with the management and progression of Wills, Probate and estate administration matters, appropriate to experience
Prepare draft Wills, Probate applications, estate administration documentation, Lasting Powers of Attorney and related correspondence for approval
Provide an element of chargeable legal services in line with agreed targets
Deal directly with clients and third parties, delivering clear, empathetic and professional communication
Maintain accurate and up ‑ to ‑ date case management systems to ensure effective file management
Liaise with beneficiaries, executors, financial institutions and other third parties as required
Ensure the Firm’s policies and procedures, and those laid out by regulatory bodies such as the Solicitors Regulation Authority, are fully complied with at all times
Contribute to effective risk management through regular file reviews, risk assessments and high standards of client care
Support fee earners and assist on more complex matters where required
Carry out any other reasonable duties as requested by fee earners, the Team Leader or management staff
What we’re looking for
Experience working within a Wills, Trusts & Probate environment as a Paralegal, Probate Executive or similar
Experience assisting with probate and estate administration matters
Experience of working towards targets (chargeable hours)
Strong organisational skills with excellent attention to detail
Ability to work well as part of a team in a fast‑paced legal environment
Proactive, with the ability to use initiative in day‑to‑day tasks
Competent use of IT and case management systems
Excellent client care skills, with the ability to demonstrate empathy and professionalism
What’s in it for you
Competitive basic salary
Excellent bonus structure
Company pension scheme
Death in Service cover
Employee Assistance Programme
PayCare Health Provider
Company and social events
Unlimited access to our internal training academy
Jackson Lees Group (a part of The MAPD Group) is committed to fostering an accepting an inclusive environment for our people and clients. We know that Making A Positive Difference through the practice of law can be achieved best when we celebrate diversity of all kinds. We actively encourage those from underrepresented groups and diverse backgrounds to apply for this role, including people from minority ethnicity backgrounds, religious backgrounds, LGBTQIA+ people, disabled people, people from different social backgrounds and of different ages.
#J-18808-Ljbffr