Private Client Solicitor

Mallory Pryce Recruitment

Private Client Solicitor providing legal advice across wills, probate, and estate administration for a Top 200 law firm. Requires substantial experience in Private Client matters with strong client care skills.

Posted 5/12/2026full-timeBoston • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage a mixed caseload of Private Client matters from instruction to conclusion, including drafting wills, administering estates, obtaining probate/grant of representation, handling intestacy and advising on estate administration and tax matters.
Advise clients on lasting powers of attorney (LPAs), deputyship applications, end‑of‑life planning and capacity issues, preparing documentation and guiding clients through registration and court procedures where necessary.
Provide clear, practical and empathetic advice to vulnerable clients and families on estate planning, inheritance tax mitigation, lifetime transfers and succession planning, working with accountants and other advisers as required.
Draft, prepare and review wills, codicils, deeds of variation and related documents ensuring accuracy, compliance and use of firm precedents where appropriate.
Conduct probate procedures including preparing and filing probate applications, dealing with HMRC enquiries, distributing estates, obtaining and reviewing estate accounts and closing matters with audit‑ready files.
Undertake client identification and AML checks, maintain clear records and ensure compliance with firm policies and regulatory obligations throughout the matter lifecycle.
Liaise with executors, beneficiaries, trustees, banks, third‑party advisers and external counsel to resolve issues and progress matters efficiently.
Use case management and document management systems to maintain up‑to‑date matter records, manage files, produce templates and promote digitisation and process improvements.
Support business development activities including client relationship management, cross‑selling of services, preparation of costs estimates and contribution to team knowledge sharing and training.
Escalate complex or high‑risk matters appropriately and instruct specialists where required to protect client interests and firm reputation.

Requirements

What you’ll need

Qualified solicitor (or equivalent) with substantial Private Client experience, typically 3+ years post‑qualification experience (or equivalent) handling wills, probate and LPAs.
Strong technical knowledge of estate administration, inheritance tax, trusts and capacity legislation with demonstrable experience of probate applications and estate distributions.
Excellent drafting and document preparation skills with meticulous attention to detail and the ability to produce clear, client‑facing documents.
High level of client care and empathy when dealing with vulnerable or bereaved clients, with strong communication and interpersonal skills.
Good organisational and time management skills with the ability to manage competing priorities, progress matters to tight deadlines and maintain audit‑ready files.
Competence with case management systems, Microsoft Office and document management platforms; willingness to support digital workflows and process improvements.
Commercial awareness, strong problem‑solving skills and the ability to work collaboratively with fee earners, support staff and external advisers to deliver excellent outcomes.
Commitment to high ethical and regulatory standards and to fostering an inclusive, professional team culture.

Benefits

Comp & perks

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ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

willsprobatelasting powers of attorneyestate administrationinheritance taxtrustsdocument preparationclient identificationAML checksestate distributions

Soft Skills

client careempathycommunicationinterpersonal skillsorganisational skillstime managementproblem-solvingcollaborationattention to detailethical standards

Certifications

qualified solicitor