Legal Assistant

Octopus Legacy; Bristol (VA); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

27 days holiday + extra day off for your Birthday

Work from anywhere for up to 4 weeks annually

Vitality Health & Life Insurance

Enhanced parental leave

Free Will & LPAs + discounts on other services

Cycle to Work Scheme

Charitable fundraising matching up to £500

Dog friendly office

Daily breakfast and wellness activities

Job summary

Octopus Legacy, a fast-growing company in Bristol, is seeking a Probate Legal Assistant to provide crucial support to families during difficult times. In this role, you'll manage calls, prepare documents, and assist clients navigating the probate process.

We value compassion and organization, and while no legal background is necessary, the role demands attention to detail and emotional intelligence. Enjoy benefits like 27 days holiday, flexibility to work from anywhere, and opportunities for personal and professional growth.

Qualifications

• No legal background needed; training will be provided.
• Ability to support customers through bereavement.
• Attention to detail and ability to manage multiple priorities.

Responsibilities

• Handle inbound and outbound calls with warmth.
• Prepare and manage legal correspondence and documents.
• Support Case Managers throughout the probate process.
• Keep customer records accurate and confidential.
• Share insights for process improvements.

Skills

Compassionate communication

Organised and detail-focused

Emotional intelligence

Proactive and solutions-focused

Strong written and verbal communication

Confidence with technology

Team player

Job description

We're Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK's most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission.

We're on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.

But we can't do it alone, and that's why we're assembling a team of top performers to build with us.

Ready to be part of something big?

The Role

As a Probate Legal Assistant at Octopus Legacy, you'll sit at the heart of our probate team - supporting families through the practical, legal steps that follow a death, and making sure every case runs smoothly from the very first conversation.

You'll work side by side with our Probate Case Managers, learning the ins and outs of probate applications and estate administration as you go. You'll be speaking to customers who are bereaved, so warmth, clarity and care matter as much as the admin itself.

You don't need a legal background. If you're organised, empathetic, and genuinely good with people, we'll teach you everything you need to know about probate.

We want to be honest - it won't always be easy. You'll be speaking to people at one of the hardest moments of their lives. It takes patience, attention to detail, and the ability to stay calm and kind when things get emotional or busy.

But if you find purpose in helping people when it matters most - and you like the idea of building your career in a fast-growing, supportive team - this role can be genuinely rewarding.

As part of our growing probate team, you'll join at a pivotal time, helping us shape the way we work and deliver the best possible experience for our customers.

Our values are simple: Customer-First. Work hard. Stay optimistic.

Key Responsibilities

• Handle inbound & outbound calls, share updates, and support customers with warmth and confidence, especially in sensitive moments.
• Prepare correspondence, chase information, and manage legal forms accurately and on time.
• Produce documents, manage busy diaries, and keep our filing and case records organised and up to date.
• Support Case Managers across the full life of a case, helping everything run seamlessly.
• Keep customer records accurate and confidential at all times.
• Share insights and ideas to improve our processes, resources, and the overall customer experience.
• Collaborate across teams to drive efficiency and elevate service.

Who Are You?

• A compassionate communicator who builds trust easily - especially when conversations are tough.
• Organised and detail-focused, comfortable working from a task list and juggling multiple priorities.
• Customer-first, with the emotional intelligence to support people through bereavement.
• Confident with everyday tech and tools.
• A strong written and verbal communicator.
• Proactive and solutions-focused, always thinking about how to make things better.
• A team player who leads with kindness and genuinely cares about doing meaningful work.
• A legal background is a bonus, not a requirement - we'll train you on the rest.

Why You'll Love It Here

We're part of a group that believes work should mean something. You'll be trusted to do what's right, supported to grow, and encouraged to share your ideas and shape the way we work.

You'll be part of a team you can truly count on - colleagues who support each other and always put customers first, every day and at every step of your journey.

A fast-growing business with room to learn, grow and influence change, plus real opportunities to develop your skills and progress your career.

Our Mission

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, 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 mess, legal fees, 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.

• 27 days holiday + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance.
• Enhanced parental leave.
• Free Will & LPAs + discounts on other Octopus services.
• 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.
• Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
• Dog friendly office.
• Breakfast every day, snacks and wellness activities.

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.