Junior Probate Case Manager

Kallidus Recruit; Maidenhead; Hybrid; GBP 42,000 - 55,000; Full time

Benefits offered by this job

25 days annual leave

Private medical cover

4% pension contribution

Life assurance

Employee Assistance Programme

Career progression

Staff discounts

Job summary

Dignity Legal Services, formerly Farewill Probate, is hiring a Junior Case Manager in Maidenhead. You will handle probate and estate administration for non-complex matters, while maintaining compassionate client care and high accuracy under supervision.

You’ll work in a tech-enabled environment, collaborating with senior staff to develop probate expertise, and you’ll engage with executors, banks, and other parties to gather details and complete applications efficiently.

Qualifications

• 1–4 years’ probate experience in probate, estate administration, or private client work
• Alternative entry: 5 years’ relevant experience toward a formal legal qualification
• Law degree or equivalent qualification is preferred
• Working toward SQE/CILEx is desirable
• Proficient in case management systems (Oracle/Exizent) and MS Office
• Comfortable using AI tooling to enhance workflow speed
• Strong attention to detail and legal document drafting skills
• Excellent organisational and multitasking abilities

Responsibilities

• Manage a caseload of non-complex probate and estate administration matters under supervision
• Gather asset and liability information from financial institutions and third parties
• Prepare probate applications, IHT forms, estate accounts and routine legal correspondence
• Maintain regular empathetic communication with executors, beneficiaries and institutions
• Support senior case managers on complex, high-value estates and technical matters
• Maintain accurate case records using case management systems and tooling

Skills

probate experience

client care

attention to detail

case management systems

Oracle

Exizent

MS Office

AI tooling

legal drafting

organisational skills

Education

Law degree

CILEX

Paralegal qualification

SQE/CILEx qualifications

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: Maintain accurate 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 .
• I s eager to build technical probate knowledge .
• E xcels 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 skil ls.

General

• 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.
• Support when you need it – Access to a 24/7 Employee Assistance Programme, occupational health services and confidential counselling.
• Developing your potential – Ongoing development opportunities, including apprenticeships and clear career progression pathways.
• Everyday savings and perks – Access to MyStaffShop, our employee rewards platform, offering savings across high street and online retailers, alongside eyecare support, flu jabs and additional lifestyle discounts.

Why Dignity Legal Services

Dignity Legal Services helps families manage everything left behind when someone dies; including probate, estate administration and wills. It is one of the fastest-growing parts of Life Services Group, with a lot still to build and influence. As part of Life Services Group, Dignity Legal Services brings our three EVP pillars to life: meaningful work, helping families sort the practical things that matter at a difficult time; grow with us, through specialist training, stronger tools and career development; and shape the future, by building a more connected, practical and human legal service for families.

Dignity Legal Services is part of Life Services Group alongside Dignity Funeral Directors, CMG, Simplicity Cremations and Farewill. Together, we can support families across more of the practical, emotional and legal moments that come with death. For Dignity Legal Services, that means more investment in specialist capability, clearer pathways to grow with us and the chance to shape a service that families can trust when they need it most.

You’ll be part of a growing specialist team who care deeply about getting things right for families. No two days are the same, and the work you do is noticed, valued and directly connected to helping people through complex practical moments after someone dies.

If you want meaningful work, the chance to grow with us and a role where you can help shape the future of legal support after death, find your Life’s work.

FCA Statement

We’re regulated by the FCA, so some roles may be subject to background checks.

Equality, Diversity and Inclusion Statement

We know that diverse teams make better decisions, build better products, and create a better place to work. Whoever you are, wherever you’re from, and whatever your life looks like, we’d love to hear from you. And if there’s anything you need to make the process more accessible, please let us know

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.