Probate Case Handler

About us

We are one of the leading Will writers in the UK, helping clients protect their families and assets through high-quality estate-planning solutions, including Wills, trusts, and Lasting Powers of Attorney (LPAs).

Our teams work closely together to deliver a professional, efficient and compassionate service to clients at all stages of their estate-planning journey.

The role

This role will be responsible for managing a caseload of probate matters from instruction through to completion, ensuring that estates are administered efficiently, compliantly and with a high standard of client care.

You will work closely with clients, beneficiaries and third parties, providing guidance and support throughout the probate process.

What you'll be doing

· Managing a caseload of probate files, including both taxable and non-taxable estates.

· Preparing and submitting probate applications and associated documentation.

· Collecting and valuing estate assets and liabilities.

· Liaising with clients, beneficiaries, HMRC, financial institutions and other third parties.

· Drafting estate accounts and ensuring accurate distribution of assets.

· Providing clear and timely updates to clients throughout the probate process.

· Ensuring all work is carried out in line with legal requirements, company procedures and service level agreements.

· Identifying and escalating any risks or complex issues to senior team members where appropriate.

· Maintaining accurate and up-to-date file records and case management systems.

· Supporting continuous improvement of probate processes and systems.

·  Drafting Wills and Lasting Power’s of Attorney’s

· Carrying out any other reasonable duties requested by management.

What you'll bring

Essential

· Previous experience handling probate or estate administration matters.

· Good understanding of probate procedures, inheritance tax and estate administration.

· Strong organisational skills with the ability to manage multiple cases effectively.

· Excellent communication and client care skills.

· High level of attention to detail and accuracy.

· Ability to work independently and as part of a team.

Desirable

· Legal qualification - LPC or CILEX with practising rights.

· Experience dealing with complex or high-value estates.

· Familiarity with case management systems.

· Experience working to performance targets or service level agreements.

Who you are

· Professional, empathetic and client-focused in your approach.

· Organised and methodical, with the ability to manage competing priorities.

· Calm under pressure, with a proactive and solutions-focused mindset.

· Collaborative and supportive, with a willingness to contribute to team success.

· Committed to delivering high standards of accuracy, compliance and client care.