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- A minimum of 4 years’ experience of working in a contentious probate role
- Good team player to include liaising with other teams
- IT skills – use of a case management would be ideal
- Experience of efficient working practices such as electronic filing
- Skills and an enthusiasm to grow and develop this area of work
- The ability to manage and prioritise tasks to meet deadlines.
- An industry specific accreditation or qualification such as ACTAPS or SFE would be ideal
- Removing executors or trustees
- Making a claim against an executor or trustees
- Defending claims by beneficiaries
- Challenging a Will or the terms of a Trust
- Inheritance Act claims
- Court of Protection and succession disputes
- Power of Attorney disputes
- Liaising with third parties, experts and other specialists
- An ability to build effective and positive relationships with clients, referrers and colleagues that embrace the importance of trust and collaboration
- Supervising junior members of staff
- Proactive marketing and business development to secure further work for the team.
