Junior Probate Case Manager

Dignity Group; Maidenhead; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

25 days annual leave

Annual bonus up to £500

Private medical cover

4% matched pension

Life assurance 2x salary

Job summary

Dignity Group in Maidenhead is hiring a Junior Case Manager to join a fast-growing probate team. This hybrid role (3 days in the office) focuses on probate and estate administration, balancing compassionate client care with efficient, accurate processing.

You will manage a caseload of non-complex matters under supervision, gather asset data, prepare probate and IHT documents, liaise with executors and institutions, and support senior staff on more complex estates.

Qualifications

• 1–4 years’ experience in probate, estate administration, or private client work.
• Alternative entry: 5 years’ relevant experience, ideally working toward a formal legal qualification.
• Working toward professional legal qualifications (SQE/CILEx) is desirable.

Responsibilities

• Manage a caseload of non-complex probate and estate administration matters under supervision.
• Obtain asset and liability details from financial institutions, utilities and third parties.
• Prepare probate applications, IHT forms, estate accounts and routine legal correspondence.
• Maintain regular, empathetic communication with executors, beneficiaries and institutions.
• Assist Senior Case Managers on complex, high-value estates and technical matters.
• Maintain accurate case records using case management systems.

Skills

Probate experience

Client communication

Attention to detail

Organisational skills

Education

Law degree

CILEX

Paralegal qualification

SQE/CILEx desirable

Tools

Oracle

Exizent

MS Office

Job description

Full-time, Permanent | Maidenhead (Hybrid 3 days in the office) | Up to £55,000 per annum

Join the UK’s fastest-growing probate business

At Dignity Legal Services (formerly Farewill Probate), we’re combining technology, compassion and serious legal expertise to reshape the probate industry.

In the last 12 months, we’ve grown from a team of 2 to 32 - and we’re still at the very beginning.

We’re building a category-defining probate business: one that delivers a radically better experience for families, while scaling with the rigour of a modern tech company.

This is a rare moment to join - not as a passenger, but as a key part of what we’re building.

Purpose of the Role:

This role delivers probate and estate administration services by managing a caseload of non-complex matters, developing deeper legal expertise, and supporting senior colleagues on complex estates.

The Junior Case Manager balances compassionate client care during sensitive periods with operational efficiency and legal accuracy.

Performance Measures:

• Case Progression & Throughput: Case completion rates and progression efficiency across non-complex matters.
• Documentation & Application Accuracy: Accuracy of probate applications, IHT forms, and estate accounts.
• Client Satisfaction: Positive CSAT/NPS feedback and empathetic client communications during sensitive life events.
• Compliance & Quality Standards: Adherence to internal SLA targets, compliance protocols, and legal quality standards.

Key Responsibilities:

• Casework: Manage a caseload of non-complex probate and estate administration matters under supervision.
• Asset & Liability Gathering: Obtain asset and liability details from financial institutions, utilities, and third parties.
• Application & Document Preparation: Prepare probate applications, Inheritance Tax (IHT) forms, estate accounts, and routine legal correspondence.
• Stakeholder Liaison: Maintain regular, empathetic communication with executors, beneficiaries, financial institutions, and external organisations.
• Complex Case Support: Assist Senior Case Managers on complex, high-value estates and technical matters.
• System Maintenance: Maintainaccurate case records using case management systems and operational tooling

Would Suit Someone Who:

• Typically possesses 1-4 years’ probate experience or is progressing from a Trainee Solicitor / Apprentice path.
• Has a strong technical background in complex estate administration and Inheritance Tax.
• Is eager to build technical probate knowledge.
• Excels at client care during sensitive life events, and thrives in a tech-enabled, team environment

Knowledge, Skills and Experience required:

Experience:

• 1-4 years’ experience in probate, estate administration, or private client work.
• Alternative Entry: 5 years’ relevant experience, ideally working toward a formal legal qualification

Education/ Qualification:

• Law degree, CILEX, Paralegal qualification, or equivalent experience.
• Working toward professional legal qualifications (SQE/CILEx) is desirable.

Technical

• Proficient in case management systems (e.g., Oracle, Exizent) and MS Office.
• Comfortable using and adopting AI tooling and legal technology to enhance workflow speed.
• Strong attention to detail and legal document drafting skills.

General

• Empathetic, client-centric communication during sensitive periods.
• Strong organisational, deadline, and multi-tasking abilities.
• Eager attitude with the ability to work independently while seeking technical guidance when appropriate

What You Can Expect From Us

Whether you’re stepping into broader responsibility or deepening your expertise, we’ll support you with a benefits package designed to help you thrive, both professionally and personally.

• Time to recharge- 25 days’ annual leave plus bank holidays, giving you the space to rest and maintain a healthy balance.
• Recognising your impact - Opportunity to earn a yearly bonus of up to £500.
• Healthcare when it matters - Private medical cover for you, giving peace of mind and quicker access to treatment.
• Planning for your future - 4% matched pension contribution to help you build long-term financial security.
• Peace of mind - Life assurance cover at 2x your salary to support your loved ones.