A mid-level private client solicitor CV should demonstrate client advisory and drafting capabilities while highlighting technical proficiency in wills, trusts, probate and tax planning. This guide explains what to include, how to format experience and education for the UK market, and examples aligned with common employer priorities in the private client sector.
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Estate Planning Attorney CV Template
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Tip: use the template as a starting point, then swap in your own numbers and project names.
Why a focused mid-level private client solicitor CV matters
At mid level you need to show you can manage complex private client matters with limited supervision while maintaining client relationships. Employers look for technical drafting, inheritance tax awareness, and practical problem solving in addition to productivity metrics and case outcomes.
A targeted CV helps you pass initial screening and invites conversations about substantive experience. You want your document to make it easy for a hiring manager to see you can handle estates, trusts, and probate within the UK framework.
CV Summary for mid-level private client solicitor
Write a two to three sentence profile that states your UK title, years of experience, and three specialties, such as estate planning (wills, lasting powers of attorney, and in-trust planning), trust administration, and tax and succession planning. Use metrics when you can, for example average estate value managed or percentage of administrations completed without dispute.
Keep the tone confident but factual and avoid broad adjectives that do not add meaning. This short paragraph sits at the top of your CV to set context for the details that follow.
Core skills and technical proficiencies
List 8 to 12 relevant skills grouped by category, for example Estate Planning and Trusts, Probate and Estate Administration, and Transactional Drafting. Include software and systems such as case management, trust accounting, and UK research platforms (Westlaw UK, LexisNexis).
Prioritise skills mentioned in the job posting and replace generic terms with specific practice areas and statutory references where appropriate. Hiring managers and applicant tracking systems both value concrete, role-specific skills.
Work Experience: Mid-level private client solicitor CV examples
Describe roles in reverse chronological order, using 3 to 5 bullet points per position to show responsibilities and results. Start each bullet with an action verb, name the documents you drafted (Wills, Lasting Powers of Attorney, Deeds of Variation, Trust Deeds, probate petitions), the clients you served (individuals and families), and the outcomes you helped achieve.
Focus on measurable results such as reduced probate timelines, number of estates administered, or improvements to client onboarding that increased efficiency. When possible, show collaboration with tax advisers and financial planners, or trustees to demonstrate cross‑team working within UK private client teams.
Additional Tips
- 1Tailor keywords from the job advertisement into your skills and experience sections to improve ATS/Applicant Tracking System matching for the UK market
- 2Keep detailed client stories for interviews and summarise them on the CV to protect confidentiality
- 3Have a trusted colleague in trusts and estates proofread for legal accuracy and clarity