Private Client Solicitor

• Apr 2021 - Present

Locum Solicitor

• Oct 2019 - Mar 2020

Solicitor

• Jun 2018 - Sep 2019

Joined as a solicitor to further broaden my experience in Private Client. My duties include:- Preparing Oaths for Probate and relevant HMRC forms including IHT 205s, IHT217s, IHT 400s (together with accompanying schedules) and IHT 100s (with accompanying forms such as IHT36 etc where required);- Dealing with Inheritance Tax, Income tax and Capital Gains Tax issues in relation to estates;- Preparing Deeds of Appointment of New Trustees and Deeds of Appointment of Capital; - Preparing Court of Protection applications and Lasting Powers of Attorneys;- Wills for clients ranging from mid to high net worth;- Managing clients affairs under Powers of Attorney;- Undertaking capacity assessments and liaising with medical professionals where applicable;- Assisting the Head of Department with his caseload as well as broadening my own;- Marketing in behalf of the department.

Solicitor - Head of Wills and Probate

• Mar 2016 - Jun 2018

Head of Wills and Probate.My duties include:- Managing the Wills and Probate department;- Interviewing clients;- Drafting Wills, Lasting Powers of Attorneys and Administrating estates in accordance with a Will or on an intestacy basis;- Drafting Oaths for Probate and relevant IHT forms to secure Probate;- Administrating estates and drafting Deeds of Variation where required;- Undertaking capacity assessments and liaising with medical professionals where necessary;- Registering Enduring Powers of Attorney and drafting the required forms and notices;- Expanding the department and ensuring the department remains competitive; and - Ensuring clients receive an efficient service through excellent client care;

Trainee Solicitor

• Aug 2014 - Aug 2015

Paralegal

• Jul 2014 - Oct 2014

Trainee Solicitor

• Aug 2013 - Jun 2014

My duties included:• Undertaking first interviews with prospective clients;• Drafting legal documents such as applications for a non-molestation and occupation order, orders for the court, statements supporting applications for said injunctions, N265, divorce petitions, statement of arrangements, Form E’s, debtor’s petition and statement of affairs, instructions for counsel and witness statements;• Representing clients at court, for instance where an application for a non-molestation/occupation order is sought;• Drafting letters such as confirmation of instruction, those explaining the law and those following court hearings;• Taking accurate notes of meetings with clients and attending court on behalf of the partner of the firm;• Preparing bundles for counsel and trial.

Paralegal

• Jun 2012 - Jan 2013

Employed as a paralegal where I assisted the Commercial, Employment, Litigation, Family and Wills and Probate departments by, for instance, taking notes of meetings with clients, researching points of law and drafting documents. Additionally, : I spent the first three weeks of my employment assisting as a legal cashier whilst the firm were in the process of interviewing candidates for the role. Employed as a paralegal where I assisted the Commercial, Employment, Litigation, Family and Wills and Probate departments by, for instance, taking notes of meetings with clients, researching points of law and drafting documents. Additionally, : I spent the first three weeks of my employment assisting as a legal cashier whilst the firm were in the process of interviewing candidates for the role.

Administrative Assistant and Paralegal

• Feb 2011 - Aug 2011

Dead files, log in deeds, photocopying bundles and assisting in general office duties. Dead files, log in deeds, photocopying bundles and assisting in general office duties.

Legal Assistant

• Jun 2005 - Aug 2008

Legal assistant: My duties included assisting the Wills and Probate and Family Law department in the closing, storing and filing away of client files, photocopying bundles and taking notes at hearings. Legal assistant: My duties included assisting the Wills and Probate and Family Law department in the closing, storing and filing away of client files, photocopying bundles and taking notes at hearings.