Remote Legacy Administration Specialist (Probate & Charities)

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

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