Senior Probate Lead: Tech-Savvy Mentor Complex Case Expert

Dignity Group; Maidenhead; Hybrid; GBP 77,000 - 94,000; Full time

Benefits offered by this job

25 days annual leave

Up to 10% bonus

Private medical cover

4% matched pension

Life assurance 2x salary

Employee discounts

Employee assistance programme

Job summary

Dignity Legal Services, Maidenhead, is seeking a Senior Case Manager to act as the technical authority for probate and estate administration. You will oversee complex, taxable estates, approve key documents, and mentor junior staff in a fast-paced, tech-enabled setting.

The role emphasizes client outcomes, compliance, and continuous improvement, with hybrid work and clear progression opportunities within a rapidly growing probate business.

Qualifications

• Minimum 5+ years PQE in probate and estate administration.
• Experience reviewing/approving probate documentation and mentoring junior staff.
• Strong knowledge of IHT rules, HMRC procedures and HMCTS requirements.

Responsibilities

• Independently manage a varied caseload of complex probate and estate matters.
• Review and approve IHT forms, Grant of Probate applications, and estate accounts for juniors.
• Provide technical guidance and mentorship to Junior Case Managers and Trainees.
• Support process improvements and adoption of legal tech/AI tooling.

Skills

Legal drafting

Leadership

Mentoring

IHT knowledge

Education

Qualified Solicitor or CILEx

STEP qualification desirable

Tools

Oracle

Exizent

Job description

Dignity Legal Services, Maidenhead, is seeking a Senior Case Manager to act as the technical authority for probate and estate administration. You will oversee complex, taxable estates, approve key documents, and mentor junior staff in a fast-paced, tech-enabled setting.

The role emphasizes client outcomes, compliance, and continuous improvement, with hybrid work and clear progression opportunities within a rapidly growing probate business.