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- Location: Suffolk
- Job Type: Full-time
- Salary: £25,000 to £35,000k
Join our client's dynamic Probate Administration team as a Probate Paralegal / Officer, where you will be entrusted with the comprehensive management of a portfolio of probate and intestacy administration case files from start to finish. This role is ideal for someone who is meticulous and committed to delivering professional and seamless service.
Day-to-day of the role:- Manage and conclude your own caseload of probate files in a timely and sensitive manner.
- Handle every stage of the legal process, from applying for a grant of letters of administration to distributing the estate.
- Engage extensively via telephone and other forms of correspondence with clients, beneficiaries, third-party solicitors, authorities, organisations, and other institutions.
- Ascertain the value of estates by identifying the deceased’s assets and debts, obtaining valuations, dealing with creditors, and securing at-risk estate assets.
- Prepare Inland Revenue tax returns and inheritance tax forms, collect assets, pay debts, prepare final accounts, conduct bankruptcy searches, and calculate the correct distribution.
- Advise on insurance questions and, where appropriate, obtain missing beneficiary indemnity insurance.
- Regularly liaise with genealogy research staff, Case Managers, and Senior Management to coordinate information and disseminate data.
- Develop and maintain good client relationships, managing all stakeholders effectively.
- Work with the team to develop the department’s processes and procedures and support team members as required.
- Experience in running a probate client caseload is desirable.
- Previous experience with the legal sector.
- Proficient in complex, multi-stakeholder probate administration work.
- Knowledge of the rules of intestacy and dealing with complex family relationships.
- Comprehensive understanding of the law concerning probate and all other areas of wills and probate work.
- Excellent organisational, written, and time management skills with a keen eye for detail.
- Ability to manage own time, conflicting priorities, and deadlines.
- Strong business writing and communication skills, with the ability to communicate effectively using diplomacy, tact, and sensitivity.
- A team player who can also work independently.
- Personal and professional commitment with the initiative to raise the firm’s profile and recognise business opportunities.
