Progeny

Attorney

• Advise on a wide range of complex matters, including wills and succession, inheritance tax, trusts, and probate.
• Manage a varied caseload, meeting with clients to understand their needs, progressing matters efficiently.
• Draft tailored documentation, and liaising with other stakeholders.
• Ensure accurate case management and full compliance with SRA and Firm standards.
• Build strong client relationships and contribute to the team's professional growth.
• Arrange and conduct meetings with new and existing clients to establish the necessary advice and services.
• Instruct barristers or specialist advocates to appear in court for the client in complex disputes.
• Correspond with clients and opposing solicitors where necessary.
• Research and analyse documents and case law to ensure the accuracy of advice.

Private Client Solicitor