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Posted 2 days ago

Wills, Trusts & Tax Paralegal

Aaron & Partners

About the role

Our Wills, Trusts & Tax team, led by James Wallace, advises high-net-worth individuals and families on protecting their wealth, planning for the future and managing complex personal affairs.

We are looking for a Paralegal to join the team in our Chester office. This is an opportunity to become part of a team that is highly regarded on a national level, supporting fee earners and Partners on a broad range of wills, trusts and estate planning matters within a professional and collaborative environment.

You will gain valuable exposure to high-quality private client work while developing your technical knowledge and practical experience across a wide range of matters alongside senior colleagues that are recognised in both the Legal 500 and Chambers and Partners.

This role will suit someone who is organised, proactive and keen to build a long-term career in private client law, taking pride in delivering exceptional client service and supporting the successful progression of matters.

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As a Paralegal within the team, you will support a broad range of wills, trusts and estate planning matters, including: Drafting straightforward Wills, Codicils and related documents Preparing Lasting Powers of Attorney (Property & Financial Affairs and Health & Welfare) Drafting letters of advice and supporting documentation Assisting fee earners with inheritance tax and succession planning matters Gathering client information and preparing initial file summaries Conducting legal research where required Preparing correspondence, legal documents and court forms Managing diaries, appointments and workflow deadlines Ensuring compliance with Anti-Money Laundering (AML), GDPR and regulatory requirements Opening new files and completing client onboarding procedures Recording time accurately and assisting with billing matters where required

Partner-led, always You will work directly with partners from the outset, gaining exposure and insight that many solicitors take years to access. Quality of work Our work is complex, high-value and often bespoke, delivered to the standard clients would expect from much larger firms. A more balanced way of working We believe high-quality work should be delivered sustainably. Our approach to billing and your workload supports long-term career growth without compromising your wellbeing.

We are looking for someone who is organised, detail-focused and enthusiastic about developing a career in private client law. You will: Have previous experience within a legal environment, ideally within private client law Have an understanding of wills, probate, trusts and estate administration Have experience drafting legal correspondence and documentation Demonstrate excellent organisational and file management skills Have strong attention to detail and accuracy Be confident using Microsoft Office applications Have excellent communication skills and a strong commitment to client service Apply for this role

Recognised in both The Legal 500 and Chambers and Partners, our Wills, Trusts & Tax team specialises in protecting the assets and wealth of high-net-worth individuals through inheritance and capital gains tax planning, the creation and management of trusts and by the preparation of tax efficient wills. You’ll be part of a high-performing team that works collaboratively and takes pride in delivering clear, thoughtful advice on complex personal matters. Get to know the team

We are not an ordinary law firm. We are proudly independent and known for our partner-led approach. Our ability to handle complex and bespoke matters, and the strength of our long-term client relationships sets us apart. Our work requires more than just technical expertise, it demands commercial understanding, clarity of thinking, and a commitment to delivering the right outcome for our clients. We encourage our solicitors to take ownership of their development, build meaningful client relationships, and broaden their expertise across a range of high-quality work.

Topics

  • Private Client
  • Chester

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