Dignity Group
Probate Case Handler
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Probate Case Manager
Full-time, Permanent | Maidenhead (Hybrid 3 days in the office) | Up to £30,000 per annum
Join the UK’s fastest-growing probate business
At Dignity Legal Services (formerly Farewill Probate), we’re combining technology, compassion and serious legal expertise to reshape the probate industry.
In the last 12 months, we’ve grown from a team of 2 to 32 - and we’re still at the very beginning.
We’re building a category-defining probate business: one that delivers a radically better experience for families, while scaling with the rigour of a modern tech company.
This is a rare moment to join - not as a passenger, but as a key part of what we’re building.
Purpose of the Role
This role blends core administrative ownership with foundational legal-process tasks. The Probate Case Handler supports both admin and legal case teams by taking ownership of case-adjacent administrative tasks alongside early legal-process work—including will-checking, backlog clearance, early drafting, and institution correspondence—to ensure swift progression of the probate pipeline.
Performance Measures
- Pipeline Progress & Turnarounds: Efficient clearance of backlogs, timely will-checks, and proactive chasing of financial institutions to advance cases.
- Accuracy & Documentation: High accuracy in drafting initial letters of authority, notices of power, and administrative closure documentation.
- Procedural Compliance: Adherence to KYC/AML protocols and operational SLAs under supervision.
Key Responsibilities
- Will-Checking & Backlog Clearance: Conduct initial checks on original wills and process backlog items across active cases.
- Legal Drafting & Notices: Draft letters of authority, notices of power, and foundational legal correspondence for institutions.
- Institution Correspondence: Prepare initial asset and liability letters to banks/institutions and systematically follow up on outstanding responses.
- Compliance & Verification: Complete KYC/AML letters and process initial K16 searches ahead of fund releases.
- Closure Administration: Administer funeral bill payments, complete closure forms, and maintain accurate case status logs.
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Would Suit Someone Who
- Organised individual with developing legal awareness.
- Is comfortable managing volume.
- Is comfortable utilising legal software/AI tooling to drive efficiency.
Knowledge, Skills and Experience Required
Experience
Prior experience in legal administration, probate processing, or a Probate Administrator role is preferred.
Education/Qualification
Good standard of general education (GCSEs/A-Levels or equivalent); pursuing or considering paralegal/CILEx study or a Solicitor Apprenticeship is advantageous.
Technical
- Developing procedural and legal awareness in probate and estate administration.
- Proficiency in legal case management systems (e.g., Oracle, Backstage, Exizent) and MS Office.
- Comfortable and confident using digital tools and AI tooling to enhance workflow speed.
General
- Excellent organisational skills with the ability to manage high volumes alongside early judgement calls.
- Clear, professional written communication skills when corresponding with financial institutions.
- Exceptional attention to detail and strong process discipline.
What You Can Expect From Us
- Time to recharge: Accrue up to 22 days' annual leave plus bank holidays, based on the hours you work, giving you valuable time to rest, recharge and maintain a healthy work-life balance.
- Planning for your future: 4% matched pension to help you build long-term financial security.
- Everyday savings and perks: Access to MyStaffShop, our employee rewards platform, offering savings across high street and online retailers, alongside eyecare support, flu jab reimbursement and lifestyle discounts.
- Support when you need it: Access to a 24/7 Employee Assistance Programme, occupational health services and confidential counselling.
- Learn and grow with us: Ongoing training and development, including internal learning pathways and apprenticeship opportunities.
- Making work easier: Free on-site parking available at most of our locations.
Why Dignity Legal Services
Dignity Legal Services helps families manage everything left behind when someone dies; including probate, estate administration and wills. It is one of the fastest-growing parts of Life Services Group, with a lot still to build and influence. As part of Life Services Group, Dignity Legal Services brings our three EVP pillars to life: meaningful work, helping families sort the practical things that matter at a difficult time; grow with us, through specialist training, stronger tools and career development; and shape the future, by building a more connected, practical and human legal service for families.
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Dignity Legal Services is part of Life Services Group alongside Dignity Funeral Directors, CMG, Simplicity Cremations and Farewill. Together, we can support families across more of the practical, emotional and legal moments that come with death. For Dignity Legal Services, that means more investment in specialist capability, clearer pathways to grow with us and the chance to shape a service that families can trust when they need it most.
You’ll be part of a growing specialist team who care deeply about getting things right for families. No two days are the same, and the work you do is noticed, valued and directly connected to helping people through complex practical moments after someone dies.
If you want meaningful work, the chance to grow with us and a role where you can help shape the future of legal support after death, find your Life’s work.
FCA Statement
We’re regulated by the FCA, so some roles may be subject to background checks.
Equality, Diversity and Inclusion Statement
We know that diverse teams make better decisions, build better products, and create a better place to work. Whoever you are, wherever you’re from, and whatever your life looks like, we’d love to hear from you. And if there’s anything you need to make the process more accessible, please let us know
Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.
We reserve the right depending on application numbers to close or extend the closing dates for positions; we would therefore recommend an early application.
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