Legal Assistant – Wills, Trusts & Probate

Posted Yesterday
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Preston, Lancashire, England, GBR
In-Office
Entry level
Professional Services
The Role
Supports the Wills, Trusts and Probate team through client communication, diary management, appointment scheduling, document preparation, file opening, identity verification, document registration, records management, payment processing, and workflow coordination. The role requires empathetic service for vulnerable clients, strong attention to detail, effective organisation, confidence with IT systems, and collaborative working.
Summary Generated by Built In

Legal Assistant – Wills, Trusts & Probate

Preston | Full‑Time | 35 hours per week, Monday–Friday, 9am–5pm

The Wills, Trusts & Probate team is looking for a Legal Assistant to support our busy department and provide an excellent first point of contact for clients. This role is ideal for someone who communicates clearly, delivers strong client service, and enjoys working in a fast‑paced, detail‑focused environment

🔹 Role Responsibilities

- Provide professional, empathetic communication to clients by telephone and email.  

- Support lawyers with diary management, appointment scheduling, and preparation of documents.  

- Assist with the administration of Wills, Trusts and Probate matters, including file opening, ID verification, and document registration.  

- Manage storage processes: locate documents, arrange collections, update records, and maintain accurate data.  

- Process payments, verify client details, and ensure all information is recorded correctly.  

- Maintain organised workflows and proactively identify tasks requiring attention.  

- Work collaboratively with colleagues to support smooth departmental operations.

🔹 Experience & Skills Required

- Previous experience as a Legal Assistant or in a similar legal support role — ideally within Private Client/WTP.  

- Experience using Proclaim is preferred; however, candidates with experience in other case management systems are still encouraged to apply.  

- Excellent communication skills, with confidence handling telephone enquiries.  

- Empathy and professionalism when supporting bereaved or vulnerable clients.  

- Strong attention to detail and accuracy.  

- Effective organisational and multitasking abilities.  

- Confidence using IT systems and digital workflows.  

- A proactive, supportive approach and the ability to work well within a team.

🔹 Why Join Napthens

- A supportive, collaborative team environment.  

- A strong commitment to client care and professional standards.   

- A workplace shaped by our values: We Understand. We Collaborate. We Excel.

If you’re looking for a role where you can contribute from day one, we’d be pleased to hear from you.

Skills Required

  • Previous experience as a Legal Assistant or in a similar legal support role
  • Experience within Private Client, Wills, Trusts and Probate
  • Experience using Proclaim or another case management system
  • Excellent written and verbal communication skills, including confidence handling telephone enquiries
  • Empathy and professionalism when supporting bereaved or vulnerable clients
  • Strong attention to detail and accuracy
  • Effective organisational and multitasking abilities
  • Confidence using IT systems and digital workflows
  • Proactive, supportive approach and ability to work effectively within a team
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The Company
240 Employees
Year Founded: 2007

What We Do

Napthens LLP is an award-winning independent UK law firm providing legal solutions for individuals and businesses across England and Wales. Its services span a broad range of legal specialisms, including corporate and commercial matters, real estate, residential conveyancing, family law, wills, probate and trusts. The firm emphasizes trusted advice, collaboration and practical support to help clients navigate personal and business challenges.

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