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The Company
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. Our mission is to transform the way people prepare for end-of-life care and support families after loss.
Ready to be part of something bigger and shape the future of an industry that genuinely matters?
The Role
As a Probate Legal Assistant at Octopus Legacy, you’ll be at the heart of our probate team, supporting families through legal and practical steps following a death—ensuring every case is handled smoothly from the first conversation.
You’ll collaborate with Probate Case Managers, learning probate application and estate administration hands-on. While compassionate communication is a must (you’ll speak to bereaved families), no legal background is required—what matters most is your people skills, organisation, and determination to learn.
Demanding at times, this role requires patience, attentional detail, and the ability to stay calm and empathetic when clients are emotional or urgent. Yet if you find purpose in supporting people during critical moments—while growing in a fast-changing, supportive team—this could be career-defining.
As part of our expanding team, you’ll help shape how we deliver exceptional service, shaping our approach and customer experience at a pivotal time.
Our ethos is clear: Customer-First. Work Hard. Stay Optimistic.
Key Responsibilities
- Handle inbound/outbound calls and customer updates with warmth, building trust in difficult moments.
- Prepare correspondence, chase details, and process legal forms accurately and on time.
- Draft and manage documents, co-ordinate busy schedules, and organise case files efficiently and securely.
- Support Case Managers throughout the entire case lifecycle to ensure seamless execution.
- Maintain accurate, confidential customer records at all times.
- Identify process improvements, suggesting resource updates that elevate customer experience.
- Collaborate across teams to streamline operations and enhance service quality.
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Who Are You?
- A natural communicator who can quickly establish trust, especially during sensitive conversations.
- Highly organised, with an aptitude for managing tasks, deadlines, and multiple priorities.
- Empathetic and customer-focused, privileged to assist families through periods of grief.
- Confident using standard tech tools and software.
- A clear and compassionate writer and speaker, able to deliver complex details simply.
- Proactive and solutions-orientated, constantly exploring ways to improve our processes.
- A kind team player who actively contributes to a culture of customer care and mutual support.
While a legal background is helpful, we won’t settle for formality over passion—we’ll train you expertly.
Why Octopus Legacy?
You’ll join a mission-driven group that values you and your ideas, trusting you to take initiative. Our team thrives on collaboration, prioritising both purpose and people at every step.
- Fast growth with opportunities for development, influence, and career progression.
- A world where people openly discuss death and legacy, reducing the emotional and legal burdens loved ones face.
Our Mission
At Octopus Legacy, we believe in preparing for death with warmth, connection, and thoughtfulness. While others focus solely on paperwork (wills, life insurance), we encourage truly human legacies: voice notes, personal messages, shared memories. We help families share more than money, leaving lasting connections.
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Started by founder Sam after his mother’s sudden passing, we’re also a community of people who’ve lost or were tested by death—we know its fragmented challenges and where true support bridges the gap.
Our vision? A world where death strengthens bonds, reduces unnecessary friction, and transforms finalities into meaningful enduring ties.
Benefits
Financial & Wellbeing:
- Octopus Share Incentive Scheme
- 27 days holiday + birthday day off
Flexibility & Remote Work:
- Work from anywhere in the world for up to 4 weeks/year
Legal & Personal Protection:
- Comprehensive health and life insurance via Vitality
- Pension scheme
Work-Life Balance:
- Enhanced parental leave.
- Free Will & Power of Attorney (LPA) creation + discounts on other Octopus services.
Transport & Sustainability:
- Cycle to Work Scheme
- EV Salary Sacrifice Scheme
Charity & Growth:
- Octopus Giving – we match charitable donations up to £500.
- Octopus Springboard, a programme to help employees launch their own ventures.
Workplace Values:
- Dog-friendly office
- Breakfast and snacks daily
- Wellness activities
We believe innovation thrives in diverse teams, and we pledge to create an inclusive environment. At Octopus Legacy, we are an equal opportunities employer.
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