Senior Will Writer
Job Description:
The role includes but is not limited to the following:
· To take instructions from clients at the office by prior appointment in relation to straightforward Wills.
· Following the appointment, to prepare, explain and submit draft documents for approval as quickly as possible ideally on the same day or within 24 hours.
· To present the firm's account promptly and to secure immediate settlement.
· To ensure that all enquiries outside the scope of "Easywill", involving complex trusts, IHT advice etc, are referred to senior members of the Private Client team.
· To advise in relation to Lasting Powers of Attorney and to preparation and registration following signature.
· The Senior Will Writer will supervise, train and offer assistance to the will writers when needed.