Probate Manager

Atlas Recruitment Group Limited; Leicester Forest East; Remote; GBP 27,000 - 30,000; Full time

Job summary

A leading legal recruitment agency is seeking a Senior Probate Case Manager with a salary range of £27k-£30k. The role is primarily remote but office-based work is optional. You are expected to manage a caseload, develop client relationships, and ensure accurate legal documentation for estate planning. Must have a minimum of 4 years PQE in probate and estate administration.

Qualifications

• Minimum of 4 years PQE in probate and estate administration.
• Confident in handling all aspects of associated transactions.
• Experience in dealing with client complaints effectively.

Responsibilities

• Develop and maintain client relationships.
• Draft and summarise legal and financial documentation.
• Manage an independent caseload.

Skills

Probate Fee Earner with at least 4 years PQE

Experience running a probate caseload

Utilise and maintain case management system

Conveyancing experience

Confident drafting legal documents

Job description

Senior Probate Case Manager - £27k-£30k DOE, fully remote working but can offer office based if wanted. Location Leicester.

Responsibilities:

• Develop and maintain client relationships.
• Review and approve estate accounts.
• Draft, collate and summarise any supporting legal and financial documentation.
• Conduct research where necessary on relevant laws, regulations and legal articles to ensure the accuracy of advice and the procedure.
• Manage an independent case load.
• Work collaboratively as part of a team, assisting and mentoring paralegals.
• Correspond with solicitors, courts, LR, OPG and other 3rd party companies as appropriate to each case.
• Deal with routine and difficult enquiries effectively and efficiently, ensuring that any client complaints are dealt with both professionally and promptly.

Skills Required:

• Probate Fee Earner with at least 4 years PQE in probate and estate administration, confident in handling all aspects of associated transactions.
• Minimum of 4+ years of running a probate caseload.
• Utilise and maintain case management system.
• Conveyancing experience, sales of properties, management of the client's estate.
• Confident drafting legal documents, statements and decision making.

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 4 years of probate casework experience.