Legacy Administration Officer (Legacy Case Officer)

Leonard Cheshire; United States; Remote; GBP 40,000 - 56,000; Full time

Benefits offered by this job

25 days’ holiday plus bank holidays

Single-cover private health insurance

Family-friendly policies

Flexible benefits

Financial wellbeing support

Job summary

Leonard Cheshire is seeking an experienced lawyer with probate, trusts and legacy administration expertise to protect the charity’s interests and maximise legacy income. This fixed-term maternity cover is fully remote, offering flexible hours for full-time or 3 days a week.

You will manage a varied caseload from enquiry to final estate administration, review estate accounts and Inheritance Tax forms, and work closely with solicitors, executors and other charities to secure the best outcomes

Qualifications

• Demonstrable experience in legacy administration, charitable legacies or a relevant legal environment
• Strong understanding of probate, trusts, tax and estate administration
• Confident managing a complex caseload
• Highly organised with a strong attention to detail
• Skilled at building professional relationships.

Responsibilities

• Managing legacy cases from initial enquiry through to final estate administration
• Reviewing estate accounts, Inheritance Tax forms and property offers
• Applying knowledge of probate, trusts, tax, property and charity law to protect the charity’s interests
• Building effective relationships with solicitors, executors, next of kin and other charities to resolve queries, progress estates and achieve the best possible outcomes.
• Ensuring relevant legislation, including the Charities Act 2011 and subsequent updates, is observed, seeking specialist legal advice when appropriate
• Maintaining accurate case records and reconciling legacy income with Finance
• Supporting the development of legacy processes, committee activities and trustee resolutions

Skills

Legacy administration

Charitable legacies

Legal environment

Complex caseload management

Attention to detail

Relationship building

Education

Law degree

Legal qualification

Solicitor

CILEX

CiCLA

Job description

Contract: Fixed-term covering maternity leave

Location: fully remote

Hours: Full-time – Monday to Friday OR

Part-time (3 days per week also considered)

Put your legal expertise to work for a cause that matters.

Join Leonard Cheshire and use your probate, estate administration, or charitable legacies expertise to protect our charitable interests and help create lasting change in the lives of disabled people.

About the role

Managing a varied caseload of legacy estates, you'll use your knowledge of probate, trusts, tax and property matters to assess complex information, resolve issues and make informed decisions that protect Leonard Cheshire’s interests. Working closely with solicitors, executors, next of kin and other charities, you’ll progress estates efficiently and maximise legacy income whilst protecting the charity and its Trustees.

Key responsibilities include:

• Managing legacy cases from initial enquiry through to final estate administration
• Reviewing estate accounts, Inheritance Tax forms and property offers
• Applying your knowledge of probate, trusts, tax, property and charity law to protect the charity’s interests
• Building effective relationships with solicitors, executors, next of kin and other charities to resolve queries, progress estates and achieve the best possible outcomes.
• Ensuring relevant legislation, including the Charities Act 2011 and subsequent updates, is observed, seeking specialist legal advice when appropriate
• Maintaining accurate case records and reconciling legacy income with Finance
• Supporting the development of legacy processes, committee activities and trustee resolutions

About you

Experience is essential; a degree or relevant legal or legacy administration qualification, such as Solicitor, CILEX or CiCLA, would be welcome, but we value substantial relevant experience just as highly.

• Demonstrable experience in legacy administration, charitable legacies or a relevant legal environment
• Strong understanding of probate, trusts, tax and estate administration
• Confident managing a complex caseload
• Highly organised with a strong attention to detail
• Skilled at building professional relationships.

Why Leonard Cheshire?

At Leonard Cheshire, we’re committed to supporting disabled people to live the lives they choose. This is a chance to combine specialist legal or estate administration expertise with a purpose that extends beyond the individual case.

Our values guide everything we do:

• Positive – warm and empathetic, always looking to progress and improve.
• Proud – strong-willed and spirited, firm in our beliefs.
• Pioneering – confident and imaginative, creative change makers.

We offer:

• 25 days’ holiday plus bank holidays: Part-time staff will be entitled to annual holidays on a pro rata basis. In the year you join and the year you leave Leonard Cheshire, your holiday entitlement will be calculated on a pro rata basis. Your holiday entitlement will increase on the anniversary of your start date, up to 30 days.
• Single-cover private health insurance (or Cash Health Plan) and group income protection insurance
• Family-friendly policies, i.e. maternity, paternity, adoption and shared parental leave
• Flexible benefits, i.e. buy or sell annual leave, Cycle to Work scheme, access to thousands of discounts
• Financial wellbeing support, including early access to earned pay and savings tools

Ready to make a difference?

Leonard Cheshire welcomes applications from all sections of the community. We actively encourage applications from disabled people and support reasonable adjustments wherever possible.

If you have the relevant experience and want to use your expertise to help protect and grow charitable legacy income, we would love to hear from you.