Executry Paralegal

Date Posted: 09/03/2018

Location: Stonehaven

Job Description

Position Type: Full-time / Permanent

Aberdein Considine are looking for an Executry Paralegal to join our expanding Wills, Trusts & Executries Team.  Successful candidates will personally manage a varied caseload of Private Client work, and day to day duties will typically include all aspects of the administration of executry estates, taking instructions in respect of and drafting Wills and Powers of Attorney and  providing succession planning, asset protection and and tax mitigation advice and services.


  • To attend to all day-to-day aspects of the  administration of estates:-

-Meeting clients to take instructions, including explaining the executry process general-Communicating with other professionals, financial institutions, and service providers

-Investigating assets in executry estates

-Framing estate Inventory and Inheritance Tax forms; Meeting clients to explain and review same

-Realisation of estate assets, including obtaining payment of cash balances and transfer of assets to beneficiaries

-Accounting to executors and beneficiaries

-Distribution of estates to beneficiaries

-Open communication with clients throughout, including provision of regular, unprompted updates

  • Preparing Wills and Powers of Attorney:-

-Meeting clients to take initial instructions on Wills and Powers of Attorney

-Drafting Wills and Powers of Attorney in line with instructions

-Meeting clients to review and execute documents

-Identifying potential complexities and obtaining guidance from more experienced or senior colleagues as appropriate

  • Pro-active management of individual caseload
  • Cross-selling of legal, property and financial services
  • Working with partners and fee-earners to review existing policies, practices and precedents



    • Standard Grades or equivalent in English and Maths


    • HND / HNC in Legal Studies / Services
    • SPA registered paralegal
    • SOLAS or STEP qualification



    • Competent IT skills
    • Good communications skills
    • Strong organisational skills


    • Legal office experience (particularly in a paralegal or legal assistant role, ideally in a private client context)
    • Experience in a client/customer facing role
    • Experience of using case management software



    • Exhibit a basic understanding of the executry process and succession law


    • Understanding of different types of financial products


    • Good oral and written communication skills
    • A professional and sympathetic approach to dealing with clients during sensitive periods
    • Ability to work to strict timescales and deadlines
    • Attention to detail
    • A team player
    • Ability to problem solve

    How Do I Apply?

    Online: Application Form

    Download: Application Form

    E-mail: recruitment@acandco.com

    Mail: Human Resources Department
    Aberdein Considine
    5 - 9 Bon-Accord Crescent
    AB11 6DN