Probate Case Manager

Probate Case Manager - 25k-30k DOE, fully remote working. Start date: March 2025.

Responsibilities:

• Take over an existing caseload to provide continuity and provide a resource for new cases being taken on
• Accurately record all time within our accounting software, reporting any 'write offs' accurately.
• Keep Clients informed (minimum every 4 weeks) of progression on matters.
• Upload correspondence to all case management systems as required.
• Write out to all assets and liability organisations in a timely and efficient manner.
• Load all communication to case management systems.
• Keep all case management systems updated for audit purposes.
• Always adhere to the Billing Policy.
• Raise all invoices for your matters in a timely and efficient manner.
• Monitor flags for WIP credit limit.
• Report all breaches of the credit limit to management.
• Complete all IHT forms efficiently and accurately.
• Check that data protection laws are being adhered to in relation to storage of data.
• Report any Data breaches to management (see GDPR Policy).
• Maintain accounting software in preparation for audit.
• Take calls in bound for the probate department and action as appropriate.
• Researching cases and legal information.
• Ensure all documents comply with Legal standards.
• Confidence and ability to manage a caseload autonomously with minimal supervision.
• Opening and running checks on files, supporting clients through the transactions and dealing with post completion matters.
• Communicate efficiently with outside agencies.
• Follow up outdated invoices for client balance.
• Prepare and modify documents including correspondence as advised by your manager.
• To ensure that all duties are carried out in line with all Company Policies & Procedures.
• To ensure your conduct of personal behaviour (both internally and externally) is such that the Company's reputation is protected and enhanced.

Required experience:

• Minimum of 2 years probate experience is essential
• Experience of managing a case load of 60+

My client, a successful estate planning team of Legal experts are looking for a Probate Case Manager to join an expanding team. We are looking for someone with at least 2 years of probate casework experience.

If you are interested in the role, please 'APPLY' and submit your CV for immediate consideration.