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.