Probate Legal Executive

Job Description

Probate Legal Executive

Limerick based firm


Summary of Job:        

To perform the duties of Legal Executive within the Probate department.

To assist in the discharge of functions of the section under the direction of the responsible fee earner and ensure the smooth operation of the section of the office on a day-to-day basis. 



Principal / Regular Duties and Responsibilities

  • Assist with taking instructions from clients
  • Preparation of Wills
  • Assisting with the Preparation of Trusts
  • Preparation of Statement of Affairs (Form SA2)
  • Preparation of IT38
  •  Preparation of Oaths, Bonds and ancillary probate documents
  • Liaising with financial institutions, probate office and other third parties
  • Drafting of Deeds of Assent and Deeds of Transfer
  • Registration of documents in the PRA
  • Preparation of Estate Accounts
  • Drafting and registering EPAs and Wardship applications.
  • Preparing files for court – Briefs/Witnesses etc.
  • Conduct Archiving.
  • Manage Accounts Ledger
  • To act as main contact person on behalf of the relevant fee earner in that section in relation to the formal process and activities, to answer queries as required and accurately relay information internally, to external bodies and the client as per the defined process.
  • To support the solicitor(s) in the various areas which fall under his/her remit.  To prioritise work accordingly
  • To work to continuous deadlines and perform duties in a highly confidential environment. 
  • At all times to work efficiently using own initiative
  • To undertake other appropriate duties assigned by the relevant solicitor or his/her nominee
  • Conduct own typing, scanning, filing and telephone contact work.
  • Open new files
  • Creating and editing legal documents and templates
  • To undertake other appropriate duties assigned by the relevant solicitor or his/her nominee
  • To respond on own initiative to general queries and requests for information/assistance. To deal with queries from senior personnel in the firm and externally as required



Qualified Legal Executive with experience of drafting wills, probate papers and assisting with the running of will and probate files.


Qualifications/Experience and Skills

  • Diploma in Legal Studies an advantage.
  • Membership of IILEX.
  • Excellent knowledge of legal procedures and processes including court proceedings and enforcements of such judgements.
  • Ability to work on own initiative, unsupervised, in a busy environment.
  • Proven organisational and administrative ability as well as excellent communication skills.
  • A positive attitude, a proactive approach to work and a willingness to learn.
  • A high degree of attention to detail.
  • Proficient in I.T skills.
  • Advising and dealing with new clients and referrals.
  • Drafting wills, advising on wealth management and administration of estate in all forms.
  • Experience of Probate Litigation, licensing and conveyancing  would be an advantage.



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