InHeritage Group
Probate Case Handler
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About us
We are one of the leading Will writers in the UK, helping clients protect their families and assets through high-quality estate-planning solutions, including Wills, trusts, and Lasting Powers of Attorney (LPAs).
Our teams work closely together to deliver a professional, efficient and compassionate service to clients at all stages of their estate-planning journey.
The role
This role will be responsible for managing a caseload of probate matters from instruction through to completion, ensuring that estates are administered efficiently, compliantly and with a high standard of client care.
You will work closely with clients, beneficiaries and third parties, providing guidance and support throughout the probate process.
What you'll be doing
- Managing a caseload of probate files, including both taxable and non-taxable estates.
- Preparing and submitting probate applications and associated documentation.
- Collecting and valuing estate assets and liabilities.
- Liaising with clients, beneficiaries, HMRC, financial institutions and other third parties.
- Drafting estate accounts and ensuring accurate distribution of assets.
- Providing clear and timely updates to clients throughout the probate process.
- Ensuring all work is carried out in line with legal requirements, company procedures and service level agreements.
- Identifying and escalating any risks or complex issues to senior team members where appropriate.
- Maintaining accurate and up-to-date file records and case management systems.
- Supporting continuous improvement of probate processes and systems.
- Drafting Wills and Lasting Power’s of Attorney’s
- Carrying out any other reasonable duties requested by management.
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What you'll bring
Essential
- Previous experience handling probate or estate administration matters.
- Good understanding of probate procedures, inheritance tax and estate administration.
- Strong organisational skills with the ability to manage multiple cases effectively.
- Excellent communication and client care skills.
- High level of attention to detail and accuracy.
- Ability to work independently and as part of a team.
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Desirable
- Legal qualification - LPC or CILEX with practising rights.
- Experience dealing with complex or high-value estates.
- Familiarity with case management systems.
- Experience working to performance targets or service level agreements.
Who you are
- Professional, empathetic and client-focused in your approach.
- Organised and methodical, with the ability to manage competing priorities.
- Calm under pressure, with a proactive and solutions-focused mindset.
- Collaborative and supportive, with a willingness to contribute to team success.
- Committed to delivering high standards of accuracy, compliance and client care.
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