Paralegal - Will Drafter

The Company

We’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission.

We’re on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.

But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us.

Ready to be part of something big?

The Role

As a Will Drafter, you’ll be instrumental in crafting precise, legally sound estate planning documents, ensuring clarity, compliance, and accuracy. Collaborating with our legal and estate planning teams, you’ll guide clients through the complexities of will-writing while upholding the highest professional standards.

Beyond drafting, you’ll be part of a forward-thinking team driving innovation in estate planning. We foster a dynamic, supportive environment where curiosity, adaptability, and ambition are valued. This role offers the opportunity to grow professionally while making a real impact in an industry that’s being transformed. 

Key Responsibilities:

• Draft wills, LPAs, and estate planning documents based on client instructions and legal best practices.
• Review and revise will drafts to ensure accuracy, clarity, and compliance with relevant laws.
• Collaborate with legal teams to address complex estate planning needs.
• Stay up to date with will-writing regulations, inheritance laws, and industry best practices.
• Ensure strict confidentiality and data security when handling client information.
• Provide administrative support related to will drafting and estate planning services.

Who Are You?

• Minimum 2+ years in private client work (essential).
• STEP qualification (preferred).
• Experience with Arken or other will-writing software is a plus.
• Strong attention to detail and accuracy, ensuring documents are legally sound and meet client needs.
• Able to work effectively with legal professionals and estate planning teams, ensuring seamless service delivery.
• Excellent communication skills, with the ability to explain complex legal concepts in a clear and accessible manner.
• Strong time management skills, able to handle multiple cases efficiently while maintaining high standards.
• Able to think critically and adapt to unique client situations, offering practical estate planning solutions.

Our Mission

When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you're here. And after you're gone.

Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one.

Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen. 

Benefits:

• Octopus share incentive scheme.
• Hybrid working (London Bridge).
• Flexible holiday + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance. 
• Pension scheme.
• Enhanced parental leave.
• Free Will & LPAs + discounts on other Octopus services.
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500. 
• Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
• Dog friendly office.
• Breakfast every day, snacks and wellness activities.

We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.