Private Client Legal Assistant
Job description
Original text imported from Reed
Job Opportunity: Probate Assistant
Location: Tunbridge Wells
Working Hours: Full-time
We have an exciting new role for a Probate to join a highly regarded and supportive Estates team within a respected law firm.
This opportunity suits someone with experience in a legal or professional services environment who enjoys client interaction and is keen to develop skills in probate and estate administration. The role plays a key part in delivering a high-quality, compassionate service to clients at a sensitive time.
Responsibilities include assisting with the administration of deceased estates, preparing probate documentation, liaising with the Probate Registry and HMRC, maintaining estate accounts, collecting assets, managing liabilities and legacies and providing administrative and diary support. Regular communication with clients and professional advisers is essential.
You will be organised, proactive, detail-oriented, confident using Word, Excel and CRM systems and able to manage you own workload while thriving in a collaborative team. Hybrid working is offered, with regular office presence required.
How to Apply:
- Online: Apply with your updated CV via the provided link
- Contact: For immediate consideration, contact Robert Rowland at G2 Legal
We look forward to hearing from you.
#INDGEMS
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight any probate or estate administration experience at the top of your CV personal statement, as the advert lists this as the core function of the role.
📊 Quantify your caseload: e.g. 'Assisted in administering 30+ deceased estates per year, liaising with HMRC and Probate Registry on all submissions'.
🎯 Explicitly mention experience with the Probate Registry and HMRC correspondence, as both are called out as key responsibilities in the advert.
💻 List Microsoft Word, Excel and any CRM platforms you have used (e.g. Osprey, Leap, Proclaim) in a dedicated Skills section, as the advert specifies these tools.
🤝 Include a brief example of client-facing work in a sensitive or professional services context, as the advert emphasises compassionate client interaction at a difficult time.
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Administered 25+ deceased estates concurrently, preparing all probate documentation and submitting applications to the Probate Registry within agreed client timescales.
- •Maintained detailed estate accounts across asset collection, liability settlement and legacy distribution, reducing file queries from fee earners by 30% through accurate record-keeping.
- •Liaised with HMRC on inheritance tax submissions for 15 estates in a 12-month period, ensuring all IHT400 forms were filed accurately and on time.
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Letter preview — tailored to G2 Legal Limited
Dear Hiring Manager,
G2 Legal's Probate Assistant vacancy at the Tunbridge Wells firm is a role I am well placed to fulfil. The requirement for hands-on estate administration — including probate documentation, Probate Registry liaison and HMRC correspondence — aligns directly with the work I have been building experience in throughout my legal career. I understand the importance of delivering a compassionate, accurate service to clients navigating bereavement, and I take that responsibility seriously.
My background in private client legal support has given me practical experience maintaining estate accounts, collecting assets and managing liabilities and legacies across concurrent files. I am confident using Microsoft Word, Excel and CRM platforms to keep matters organised and progressing, and I am comfortable managing my own diary and workload within a collaborative team environment.
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Interview questions
10 questions generated from this advert.
Technical
- ›How do you prepare and submit probate documentation, and what checks do you carry out before filing with the Probate Registry?
- ›Describe your experience maintaining estate accounts, including how you track assets, liabilities and legacies.
- ›Which CRM systems have you used in a legal environment, and how have you used them to manage client records and deadlines?
- ›How do you handle HMRC correspondence in the context of estate administration, including inheritance tax submissions?
- ›What steps do you take to collect and realise assets from a deceased estate, and what challenges have you encountered?
Behavioural
- ›Tell me about a time you supported a client through a sensitive or difficult situation — how did you adapt your communication style?
- ›Describe a situation where you had to manage multiple estate files simultaneously. How did you prioritise your workload?
- ›Give an example of when you identified an error in a legal document before it was submitted. What did you do?
- ›Tell me about a time you had to liaise with an external professional adviser or third party to progress a matter. How did you manage the relationship?
- ›Describe a situation where you worked independently on a complex task without close supervision. What was the outcome?
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you supported a client through a sensitive or difficult situation — how did you adapt your communication style?
Describe a situation where you had to manage multiple estate files simultaneously. How did you prioritise your workload?