Legal employment contract

Wills and Probate Assistant Employment Contract UK

Name: Wills and Probate Assistant Employment Contract UK
Brand: HRHeaven
SKU: legal_wills_and_probate_assistant_generated_v1
Price: 19.99 GBP
Availability: InStock

Set careful private-client support around accurate testamentary records, estate information and compassionate executor communication.

Watercolour illustration showing Wills & Probate Assistant at work in Legal on a pale sage background

This contract includes Open and maintain wills and estate matters. Gather client and asset information. Prepare supervised forms and drafts. Preview before payment PDF and editable DOCX files after checkoutBuilt for UK employers

Create My Wills and Probate Contract — £19.99

Looking for a Wills & Probate Assistant employment contract? This page takes you straight into the role-specific builder, with preview before payment and both PDF and DOCX files included after checkout.

Solicitor-approved framework Preview Before Payment £19.99 one-off PDF & editable Word Industry-specific clauses Secure Stripe payment

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This page is maintained for UK employers creating wills & probate assistant contracts for legal. HRHeaven uses a legally validated and solicitor-approved self-service contract framework, with wording for role duties, confidentiality, notice, holiday, probation and practical workplace expectations. It does not replace individual legal advice for complex or disputed circumstances.

Last updated: 19 June 2026
Content owner: HRHeaven employment documentation team
Review standard: UK employer template review, versioned clause logic and preview before payment

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What's included in your contract

Job description

Clear role overview and key responsibilities.

Probation period

Clear probation terms for the selected arrangement.

Role-specific duties

Maintained responsibilities, records and authority boundaries for the selected role.

Working hours

Standard and flexible working arrangements.

Holiday entitlement

Holiday terms explained for the selected arrangement.

Confidentiality

Client and company confidentiality.

Disciplinary process

Clear process and employee rights.

Notice periods

Notice terms explained for both parties.

Before you create it

Use this Wills & Probate Assistant contract with confidence

Practical checks to help an employer choose the right starting point and prepare the information the document needs.

When to use this contract

Deliver organised private-client files, produce accurate estate and document schedules, and deliver sensitive supervised client communication.

Workplace context: Legal office, client meeting rooms, court or tribunal locations where required and secure administration spaces.

What makes this role different

Follow the Employer's documented arrangements covering matter types clients and supervision. Follow the Employer's documented arrangements covering wills originals capacity and witnesses. Follow the Employer's documented arrangements covering estates assets grants tax and distributions. Follow the Employer's documented arrangements covering privacy bereavement conflicts and records. Follow the Employer's documented arrangements covering SRA-related procedures.

Not a fit / obtain specialist advice

Recheck the role or obtain appropriate advice if the work would exceed these maintained authority boundaries: The assistant cannot give unsupervised advice, determine capacity, alter signed documents, release originals or funds, or favour one beneficiary in a dispute. May allocate routine work and make operational decisions only within documented staffing, financial, contractual and policy limits.

What to prepare before you issue it

the private-client services and permitted tasks
the supervision and advice boundaries
the original-document and case systems
the estate money and distribution process
the solicitor cashier and urgent escalation routes

Day-to-day operating brief

What Wills & Probate Assistant work looks like in practice

A Wills and Probate Assistant supports will preparation, lasting records and estate administration under qualified supervision. Terms should cover client identity, attendance notes, draft documents, asset and liability schedules, death certificates, executors, beneficiaries, valuations, tax information, grants, distributions and original-document custody. The assistant should not assess testamentary capacity, advise beneficiaries independently, witness where unsuitable or release original wills and estate money without authority. Estate schedules should distinguish date-of-death values, later sale proceeds and estimated figures, preventing one number from being reused for incompatible purposes. Original document movement should record the receiving individual, authority and return position, especially where beneficiaries and executors have similar names or addresses. Creditor notices, asset searches and distribution hold dates should remain visible until the responsible lawyer approves closure. Interim payments require executor authority, beneficiary verification and an updated reserve calculation.

Responsibilities reflected in the contract

Open and maintain wills and estate matters.
Gather client and asset information.
Prepare supervised forms and drafts.
Coordinate valuations grants and notices.
Track originals deadlines and distributions.

A realistic working scenario

Two relatives give conflicting instructions about estate assets, so the assistant records both accounts and refers the issue to the responsible lawyer.

Outputs to agree

organised private-client files
accurate estate and document schedules
sensitive supervised client communication

Records and evidence

Client identity attendance and instruction.
Will draft version approval and custody.
Estate asset liability and valuation.
Grant tax distribution authority and closure.
Client files.
Attendance notes.

Reporting relationship

Typically reports to Supervising Solicitor, Practice Manager, Legal Director or Head of Department. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

The assistant cannot give unsupervised advice, determine capacity, alter signed documents, release originals or funds, or favour one beneficiary in a dispute.
May allocate routine work and make operational decisions only within documented staffing, financial, contractual and policy limits.

Supervision

Prepare supervised forms and drafts.
Allocate and review assigned work within delegated authority and escalate formal people matters through the Employer's procedures.

Tools and systems

Case management systems.
Document management systems.
Secure email.
Legal research tools.
Deadline or diary systems.

Workplace context

Legal office, client meeting rooms, court or tribunal locations where required and secure administration spaces.

Contract priorities

matter types clients and supervision
wills originals capacity and witnesses
estates assets grants tax and distributions
privacy bereavement conflicts and records

Information the employer should prepare

the private-client services and permitted tasks
the supervision and advice boundaries
the original-document and case systems
the estate money and distribution process
the solicitor cashier and urgent escalation routes

Individually written and reviewed against the maintained role record.

Maintained role evidence

The facts this Wills & Probate Assistant contract is built around

These role-pack details give an employer something concrete to check before using the contract for legal work.

Work setting

Legal office, client meeting rooms, court or tribunal locations where required and secure administration spaces.

Primary duties

Open and maintain wills and estate matters.
Gather client and asset information.
Prepare supervised forms and drafts.
Coordinate valuations grants and notices.

Tools and training to confirm

Case management systems.
Document management systems.
Secure email.
Legal research tools.

Governance focus

SRA context where applicable. Follow the Employer's documented arrangements covering matter types clients and supervision. Follow the Employer's documented arrangements covering wills originals capacity and witnesses. Follow the Employer's documented arrangements covering estates assets grants tax and distributions.

Contract builder output

Wills & Probate Assistant clauses and builder inputs

HRHeaven builds the contract from the employer's answers, the selected industry, and the role-specific wording for this job.

Role wording

Wills & Probate Assistant duties

Deliver organised private-client files, produce accurate estate and document schedules, and deliver sensitive supervised client communication.

Open and maintain wills and estate matters. Gather client and asset information. Prepare supervised forms and drafts. Coordinate valuations grants and notices. Track originals deadlines and distributions.

Builder answers

What the contract builder captures

Employer and employee details Role title and reporting line Pay, hours and working pattern Holiday, probation and notice Workplace and site rules Company branding and e-sign

Preview before purchase

Complete the builder, check the document output, then pay only when you are ready to download.

Specific clauses

What is added to the finished contract

The assistant cannot give unsupervised advice, determine capacity, alter signed documents, release originals or funds, or favour one beneficiary in a dispute.

May allocate routine work and make operational decisions only within documented staffing, financial, contractual and policy limits.

Follow the Employer's documented arrangements covering matter types clients and supervision.

Follow the Employer's documented arrangements covering wills originals capacity and witnesses.

£19.99 one-off contractPreview before payment, then download the branded PDF and send for signature.

Employee Handbook + Contract Bundle

Employee handbook bundle

Wills & Probate Assistant Contract + Employee Handbook Bundle

Pair the contract with a fully customisable employee handbook and keep the role wording, workplace rules, branding and policies aligned from day one.

Industry-specific policies Contract and handbook generated together UK-focused policy content Easy to edit and maintain

After the contract

Run the employee lifecycle with HR Actions

Once the Wills & Probate Assistant contract is created, HR Actions help legal employers manage the next HR steps: recruitment, probation, performance, absence, disciplinary, grievance and offboarding.

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