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Part time

Work Experience

Trainee Will Writer
Co-Op Legal Services Sep 2020 - Feb 2021

I completed my first 3 weeks of the role in Wills advisory, I answered the phone to customers and helped them with their queries, I booked Clients in for appointments, answered their questions about Wills or Lasting Power of Attorneys. Following that I went on into the Wills administration team for the remainder of my time at the Co-op. My role here started with fine checking the Wills to ensure they were valid (signed and dated correctly; Witnessed appropriately and I ensured the Will read correctly.) before sending them into storage sometimes checking 80-100 a day, and rejecting those that were wrong and sending letters to the Clients to explain why they were wrong. I spent a large amount of time on case managing software called ‘Proclaim’ to set tasks and dates for the appropriate employees to ensure the Wills were appropriately managed within a time frame. Working closely with the administration team my colleagues would check through old leads we had with loose ends and instruct me to contact the Clients via phone and email to see what their intentions were regarding their Wills (Some of which were dating back to 2008.) I also contributed to the storage process of the Wills, ensuring it was correctly documented on Proclaim where the Will was in our storage system so it can be found when needed. I have dealt with customer complaints and as my work was within Legal I am very used to working under strict confidentiality rules. I also had some very difficult phone calls to make, I have informed relatives of Clients their parents have died as they were Executors on the Will and I also worked for a small amount of time on making calls to track down the Executors on the Will when a Client has died; as well as advising Executors on the process that would follow now the Client had passed away including what documentation to send in and an explanation of how the estate should be distributed where necessary.