Probate Case Handler

Octopus Legacy Limited; West of England; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Life insurance

Health insurance

Will & LPAs

Cycle to Work Scheme

EV Salary Sacrifice Scheme

Octopus Giving charity match

Birthday holiday

Job summary

Octopus Legacy is seeking a Probate Specialist to revolutionise our probate operations, bringing processes in-house and handling high-volume caseloads from case opening to closing. You will serve as the primary client contact, ensuring timely updates and compliant administration across simple and complex estates.

The role demands a law degree (preferred) and 3+ years in estate/trust administration, with startup and volume-based resilience.

Qualifications

• Law degree (preferred)
• 3+ years of experience in estate and trust administration, with a focus on probate processes
• Ability to handle a diverse caseload independently, ranging from simple to complex estates
• Proven versatility and resilience, particularly in startup and volume-based environments
• Capacity to thrive under pressure and effectively manage competing demands
• Flexibility to adapt to evolving business needs and operational requirements
• Self-starter and proactive approach
• Fully remote with flexibility to visit our London HQ once a month.
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your Birthday
• Enhanced parental leave
• Life insurance, Health insurance, Will & LPAs
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500.

Responsibilities

• Work cross-functionally between Octopus Legacy and our subsidiary Octopus Legal Services.
• Proficiently and efficiently manage your own probate caseload from case opening to closing, ensuring adherence to deadlines, legal and regulatory requirements.
• Serve as the primary point of contact for clients throughout the probate process, providing regular updates and addressing any concerns or enquiries with professionalism and empathy.
• Consistently and proactively delivering excellent service to each and every client and ensuring case progression.
• Prepare and review legal documents, ensuring deadlines are met, accuracy and compliance with relevant laws and regulations and internal policies.
• Identify and resolve complex legal issues and challenges that may arise during the probate process or within the business.
• Perform various administrative tasks related to probate administration, including maintaining case files, making calls, post handlings, and managing correspondence.
• Cross-functional collaboration with team members to streamline processes, share insights, and achieve optimal outcomes for clients.
• Contribute to the expansion and refinement of existing processes to facilitate scalable operations, including the development of templates, precedents, and training resources.
• Undertake ad-hoc projects as required by management.

Education

Law degree (preferred)

Job description

Octopus Legacy is the place to plan for death and find support after loss. When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, and recipes. Shape a legacy that connects you while you're here. And after you're gone.

Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one.

Death can come between us, leaving a mess, legal fees, and frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.

The Role

We\'re on the hunt for a passionate Probate Specialist to revolutionise our probate operations, leading the charge in bringing our probate processes in-house. Say goodbye to outsourcing and hello to autonomy! You\'ll be managing high-volume caseloads, navigating through both straightforward and complex estates. This is an exciting opportunity to make a real impact, driving our probate processes forward with your expertise and efficiency. If you\'re ready to take on this challenge and be a part of something transformative, we want you on our team!

Key Responsibilities

• Work cross-functionally between Octopus Legacy and our subsidiary Octopus Legal Services.
• Proficiently and efficiently manage your own probate caseload from case opening to closing, ensuring adherence to deadlines, legal and regulatory requirements.
• Serve as the primary point of contact for clients throughout the probate process, providing regular updates and addressing any concerns or enquiries with professionalism and empathy.
• Consistently and proactively delivering excellent service to each and every client and ensuring case progression.
• Prepare and review legal documents, ensuring deadlines are met, accuracy and compliance with relevant laws and regulations and internal policies.
• Identify and resolve complex legal issues and challenges that may arise during the probate process or within the business.
• Perform various administrative tasks related to probate administration, and as required by the business such as accurately maintaining case files, making calls, post handlings, and managing correspondence.
• Cross-functional collaboration with team members to streamline processes, share insights, and achieve optimal outcomes for clients.
• Contribute to the expansion and refinement of existing processes to facilitate scalable operations, including the development of templates, precedents, and training resources.
• To undertake ad-hoc projects as required by management from time to time.

Who Are You?

• Law degree (preferred)
• 3+ years of experience in estate and trust administration, with a focus on probate processes
• Ability to handle a diverse caseload independently, ranging from simple to complex estates
• Proven versatility and resilience, particularly in startup and volume-based environments
• Capacity to thrive under pressure and effectively manage competing demands
• Flexibility to adapt to evolving business needs and operational requirements
• Self-starter and proactive approach
• Fully remote with flexibility to visit our London HQ once a month.
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your Birthday
• Enhanced parental leave
• Life insurance, Health insurance, Will & LPAs
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500.

We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal-opportunity employer.