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Octopus Legacy

Online estate planning and bereavement services

Private Client Solicitor

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeLondon, UK

About the Job

Requirements

  • A newly qualified solicitor with Private Client experience, ideally gained during the training contract.
  • Comfort managing client relationships and undertaking phone calls, drafting, system improvement, and occasional administrative tasks.
  • Ability to manage workload and competing priorities in a calm, organized, and proactive manner.
  • Capacity to thrive under pressure.
  • Flexibility to adapt to evolving business needs and operational requirements.

Responsibilities

  • Work cross-functionally between Octopus Legacy and Octopus Legal Services.
  • Manage a portfolio of probate matters, beginning with grant-only and simple administration cases and progressing to more complex work with ongoing support and supervision.
  • Serve as a key client contact, conduct initial calls, and build trust through clear, empathetic communication.
  • Develop knowledge of inheritance tax and technical skills.
  • Support estate planning work, including complex wills, and potentially work with trusts where interests align.
  • Help build and refine scalable legal processes, contributing to templates, resources, and process development.
  • Collaborate with the Octopus Legacy and Octopus Legal Services teams to share insights and provide a seamless client journey.
  • Take on ad hoc projects and responsibilities as part of a fast-moving, high-growth team.

About the Company

Octopus Legacy

Online estate planning and bereavement services

Octopus Legacy provides estate planning and bereavement support in the United Kingdom, combining legal and emotional planning in one place. Its platform covers online will writing, Lasting Power of Attorney forms, life insurance, probate services, and bereavement resources, with the option to store digital memories alongside documents. It works directly with consumers and partners with charities, employers, and funeral directors, and its will-writing service is subscription-based with unlimited updates. The company aims to simplify and consolidate fragmented end-of-life planning by offering a holistic, customer-centric solution backed by acquisitions and support from Octopus Group.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2018

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