Legal Case Handler, UK Wills & Estate Planning (Fully Remote)

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You do not need any experience of UK wills, probate or lasting powers of attorney. We will teach you, and we pay for the qualification.

What we do need is that you have spoken to UK clients. On the telephone and by email, regularly, as a normal part of your job. If you have worked on a UK facing desk in conveyancing, immigration, personal injury, probate, family or anything else where you were the person the client actually spoke to, we want to hear from you.

If your UK work was document review, contract abstraction or e-discovery, with no client contact, this role is not for you and we will not be able to progress your application.

About Clarke & Wright

Clarke & Wright is a UK estate planning practice helping families across England and Wales plan for later life: wills, lasting powers of attorney and related advice. We meet our clients through our own educational seminar programme, which runs in towns across the country every week, and we are one of the faster growing firms in our field, with a national expansion under way.

We are a member firm of the Institute of Professional Willwriters and operate under its code of practice, which is approved by the UK's Chartered Trading Standards Institute. Client care comes first in how we work: there are no billable hours and no time recording, and every client meeting is recorded so that documents are prepared from the client's own words.

We are a remote first business. Alongside our UK team we have long standing remote colleagues in the Philippines, with proper equipment, real training and permanent roles. Our India team will be built the same way: a lasting part of the firm, working directly with our UK lawyers. This is not an outsourced experiment.

About the role, and where it leads

You will join as a case handler, looking after clients and their files from day one. That means speaking to clients, answering their questions, chasing what we need, keeping matters moving and working alongside the UK lawyer who drafts the documents.

At the same time you will study. We will put you through the IPW professional examination, the qualification every person who drafts documents at this firm must hold, and we pay for all of it. It is a single textbook and most qualified lawyers are ready within a few months.

As you qualify, you move into drafting: wills first, then lasting powers of attorney, then more complex estates. Your salary moves with you. How fast you make that journey is genuinely up to you.

Our clients are mostly retired people, many of them recently bereaved, who came to one of our seminars. They are trusting us with the most personal decisions they will make. Warmth, patience and plain English matter here as much as legal ability.

What you will do

• Speak to UK clients by telephone and email, every working day
• Own a caseload: keep files moving, chase outstanding information, keep clients informed
• Prepare fact finds from recorded client instruction meetings, and follow up with clients on anything missing
• Carry out identity checks and anti money laundering checks
• Work closely with our UK lawyers, and learn from their review comments
• Study for the IPW professional exam, and begin drafting as you qualify

What you will bring

Essential

• LLB or LLM from a recognised university. Enrolment with a State Bar Council is preferred, and the All India Bar Examination is a plus
• Direct experience of speaking to UK clients by telephone and email, as a regular part of a previous role, for at least one year
• Spoken English that a British client in their seventies will find easy to follow, and written English that is precise and plain
• Willingness to study for and sit the IPW professional exam, starting before you join
• A reliable, high quality internet connection, a quiet and private place to take client calls, and dependable power. This is a client facing role and we will test this at interview
• Comfortable with an independent contractor arrangement and responsible for your own Indian tax

Helpful, not required

• Any UK private client, probate or estate planning exposure
• Anti money laundering, source of funds or ID verification experience
• HM Land Registry, UK case management systems, or UK client portals
• Experience with elderly or vulnerable clients

Not required at all

• UK wills or lasting power of attorney experience. Genuinely. We will teach you.

Why this beats agency side work

• Direct, permanent engagement with the firm. No client churn, no bench, no being moved to another account
• A real professional qualification, paid for by us, that you keep
• A published route from case handling to drafting to senior work, with the pay to match
• One practice area to master properly, with a UK lawyer mentoring you
• Fully remote, with flexible hours outside the UK afternoon overlap
• 20 days annual leave plus the eight UK public holidays

Process

1. Short application with six screening questions
2. A screening call, where we will listen to how you speak to people as much as what you say
3. Video interview with the firm's directors
4. Offer, references, and verification of your degree and bar enrolment