Probate Manager

  • Job Reference: 4109
  • Date Posted: 14 February 2024
  • Recruiter: Martin Pooley Associates
  • Location: Hertfordshire
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Private Client
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Martin Pooley
  • Email: martin@martinpooley.co.uk

Job Description

Probate Manager

Respected Hertfordshire firm are looking for an experienced and ambitious Probate Manager to join their Private Client team.

You will be taking responsibility for a varied caseload of probate & estate administration, to include taxable and non-taxable estates.

 

Key responsibilities 

  • Ability to engage with Partners/Directors and clients by telephone, email and face-to-face meetings for initial scoping of work involved and continued progression as matter evolves
  • Preparation of all emails and letters requesting information to value assets and liabilities as at date of death, as required
  • Keeping the executors abreast of progress, with regular updates
  • Preparation of all relevant Inheritance Tax forms - a good understanding of relevant Inheritance Tax allowances to include the nil rate band and the transferable nil rate band.
  • Dealing with the application to obtain a grant of probate
  • Liaising with HMRC, HMCTS and third parties, as required
  • Discussing with the executors who will be responsible for collecting in assets, paying liabilities and distributing the estate – potential instructions for opening a designated client account & liaising with our in-house team
  • Maintenance and preparation of estate accounts

Equipment used

  • Outlook, Excel and Word, CCH Practice Management System.  Various other applications and digital accounts.

Experience required

  • A good understanding of the whole process of probate & estate administration 
  • A working understanding of will validity and interpretation
  • Ability to handle estates that are often high in value and that include trust structures e.g. discretionary wills, nil rate band wills and life interest trust wills
  • Confident to take and exercise initiative to ensure responsibility for the completion of the estate administration 
  • Experience of preparing more complex estate accounts desirable, but not necessary.  

Qualifications/education required

  • This role will suit a Legal Executive with (or seeking) STEP qualification/accreditation or CTA qualified candidates

Particular aptitudes / skills required

  • Good communication, organisational and team skills
  • Flexible and dependable, able to take the initiative 
  • Motivated and resilient with a positive outlook
  • Able to quickly build confidence, respect, and trust with others