Senior Probate Case Manager

Kallidus Recruit; Maidenhead; Hybrid; GBP 77,000 - 94,000; Full time

Benefits offered by this job

25 days annual leave + bank holidays

Up to 10% annual bonus

Private medical cover

Pension 4% matched

Life assurance 2x salary

MyStaffShop discounts

24/7 EAP

Job summary

Dignity Legal Services in Maidenhead seeks an experienced Senior Case Manager to combine high-level probate expertise with mentoring and process innovation. You will lead complex estate work, approve critical filings, and drive quality across the team in a tech-enabled environment.

The role emphasizes technical excellence, client-focused service, and collaboration with operations to scale practice efficiency. Hybrid work with career development opportunities is offered.

Qualifications

• Qualified professional with 5+ years in probate and estate administration.
• Experience reviewing/approving legal docs and mentoring junior staff.
• Strong drafting and risk analysis capabilities.
• Advanced probate law, IHT, HMRC and HMCTS procedures knowledge.

Responsibilities

• End-to-End complex probate and estate administration management.
• Review and approve IHT forms, Grants of Probate, and estate accounts.
• Provide technical legal guidance on probate law and HMRC/HMCTS requirements.
• Manage senior stakeholder and client relationships for high-net-worth matters.
• Mentor and coach junior team members to raise standards of drafting and compliance.
• Support process improvements and integration of legal tech/AI tooling.

Skills

probate law

IHT knowledge

HMRC regulations

HMCTS procedures

legal tech adoption

legal drafting

risk analysis

leadership

mentoring

Education

Solicitor

CILEx

STEP (desirable)

Tools

Oracle

Exizent

Job description

Full-time, Permanent | Maidenhead (Hybrid 3 days in the office) | Up to £85,000 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:

An experienced probate legal professional combining deep technical expertise with mentorship capabilities. The Senior Case Manager acts as the technical authority for probate and estate administration matters, providing legal oversight, quality assurance and expert guidance across the team.

The Senior Case Manager independently delivers outstanding client outcomes on complex, taxable, and high-value estates while providing technical guidance, approving legal applications/IHT forms for junior team members, and ensuring compliance with regulatory and legal standards. Works in partnership with the Probate Operations Manager to ensure technical excellence is delivered within an efficient and scalable operational environment.

Performance Measures:

• Case Progression & Throughput: Case completion rates and progression efficiency across 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.
• Mentorship & Team Progression: Effective coaching, development, and technical support provided to Junior Case Managers, Trainee Solicitors, and Administrator

Key Responsibilities:

• End-to-End Complex Casework: Independently manage a varied caseload of complex, taxable, and high-value probate and estate administration matters from instruction through to final distribution.
• Technical Quality Assurance: Review and approve IHT forms, Grant of Probate applications, and estate accounts for Junior Case Managers and Trainees.
• Technical Legal Guidance: Serve as the technical escalation point on complex probate law, IHT rules, trust structures, HMRC procedures, and HMCTS requirements.
• Senior Stakeholder & Client Contact: Act as the senior point of contact for complex executor/beneficiary relationships, high-net-worth clients, and professional referrers.
• Mentorship & Development: Mentor, coach, and support junior team members, driving high standards of legal drafting and procedural compliance.
• Process & Tech Optimization: Support continuous operational improvements, legal tech integration, and the adoption of AI tools across probate workflows.

Would suit someone who

Is a seasoned Private Client / Probate Solicitor or Legal Executive with 5+ years PQE looking to combine senior technical casework with team coaching and process innovation. It suits someone with deep expertise in complex IHT matters who thrives in a fast-paced, tech-enabled legal environment.

Knowledge, Skills and Experience required:

Experience:

• Minimum 5+ years’ experience (PQE) managing end-to-end probate and complex estate administration matters .
• Proven track record handling complex, taxable, and high-net-worth estates .
• Experience reviewing/approving legal documentation and mentoring junior legal staff

Education/ Qualification:

• Qualified Solicitor, Chartered Legal Executive (CILEx), or experienced probate professional with equivalent qualified expertise .
• STEP qualification (or working towards STEP) is highly desirable

Technical

• Advanced technical knowledge of probate law, IHT, HMRC regulations, and HMCTS online/offline procedures .
• Proficiency in case management platforms (e.g., Oracle, Exizent ) and confidence leveraging legal tech/AI tooling .
• Excellent legal drafting and risk analysis capabilities

General

• Outstanding client-centric communication and empathetic stakeholder management .
• Strong leadership, coaching, and collaborative team-building skills .
• Commercial awareness and a structured approach to volume/SLA delivery

What you can expect from us

As a key contributor to our business, you’ll benefit from a package that reflects your impact, supports your wellbeing and helps you continue to grow your career with us.

• Time to recharge – 25 days’ annual leave plus bank holidays, giving you the space to rest and maintain balance.
• Rewarding your impact – Opportunity to earn up to 10% annual bonus, recognising your contribution to business performance.
• Healthcare when it matters – Private medical cover for you, offering reassurance and quicker access to treatment.
• Planning for your future – 4% matched pension contribution to help build long-term financial security
• Peace of mind – Life assurance cover at 2x your salary to support your loved ones.
• Everyday savings and perks – Access to MyStaffShop, our employee rewards platform, offering savings across high street and online retailers.
• Support when you need it – 24/7 Employee Assistance Programme, occupational health services and confidential counselling.
• Growing your career – A strong focus on development, progression and building leadership capability across the business.
• Additional wellbeing benefits – Including eyecare support, flu jab reimbursement and 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.

We reserve the right depending on application numbers to close or extend the closing dates for positions; we would therefore recommend an early application.