Dutton Gregory
Wills, Trusts & Estate Planning Executive
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Wills, Trusts & Estate Planning Executive
Wills, Trusts & Estate Planning Executive (Paralegal) – Woking Office
About the Role
We are looking for an experienced Wills, Trusts & Estate Planning Executive (Paralegal) to join our expanding Private Client team in Woking. Ideal for someone with proven experience in private client work and confidence in managing their own caseload while supporting a growing legal practice.
This role involves:
- independently managing simple probate matters
- assisting on more complex matters in partnership with senior team members
- progressing files from initial instruction to completion
- drafting Wills and Lasting Powers of Attorney (LPAs)
- attending client meetings and taking precise legal instructions
The position offers professional development within a supportive, collaborative, and progressive team.
Key Responsibilities
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Manage caseload independently:
- Handle straightforward probate matters with minimal supervision
- Progress files from commencement through to finalisation
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Client-facing duties:
- Attend client meetings to take instructions for Wills, LPAs, and related matters
- Support senior colleagues during meetings as needed
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Document preparation:
- Draft Wills, LPAs, and private client documents accurately, efficiently, and to high standards
- Assist with legally complex cases, focusing on document preparation and maintaining file progression
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Working alongside senior fee earners:
- Provide support on high-value private client cases, including probate, estate administration, and trusts
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Organisation and standards:
- Maintain rigorous organisational, accuracy, and client care standards
- Balance competing priorities while demonstrating initiative and problem-solving
Essential Requirements
- Proof of experience in private client work (mandatory)
- Previous probate experience, including knowledge of caseload management
- Competent drafting of Will, LPAs, trusts, and other private client documentation
- Confidence working directly with clients, including taking instructions and attending meetings
- Exceptionally organised and able to proactively manage workloads without supervision
About Us: Shaping the Future of Law Together
At Dutton Gregory, we foster a culture where every voice and every role contributes to the future of our firm:
1. A Career with Purpose
In every capacity—be it legal advice, innovation, or operational excellence—you’ll make tangible impacts. We unite around shared goals to deliver excellence for clients and colleagues, ensuring the firm stands out in every area.
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2. Growth Without Limits
We are invested in your professional development at every career stage:
- Structured career pathways and leadership programmes
- Recognition through CMI (Chartered Management Institute)
- Opportunities for apprenticeships and training across legal, business, and support teams
3. Values That Drive Us Forward
Guided by our values of Committed, United, and Progressive, we:
- Foster partnerships through mentorship, coaching, and feedback
- Encourage collaboration and openness
- Drive innovation through shared accountability
4. Leadership You Can Trust
Our leadership is transparent, accessible, and committed to individual growth. No matter your team, you will be valued and supported to achieve exceptional results.
5. A Future Shaped Together
We thrive on fresh ideas and actionable change:
- Be part of a firm that prioritises legal innovation
- Contribute to smart ways of working beyond traditional boundaries
- Help define the law firm of tomorrow
Join us, and you will do more than build a career—you’ll shape the profession with purpose and make lasting change.
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