Owen Reed is looking for a Probate Executive for a top law firm in London.
Location: London (Hybrid – 4 days in the office, 1 day from home)
The Team
The Private Client Department is made up of two closely integrated sections: the legal team and the trust & tax team, working collaboratively to deliver a seamless service to clients. The wider department includes highly experienced professionals such as chartered accountants, chartered tax advisers, and solicitors.
The Probate team sits within the legal section and is a well-established, collaborative group consisting of partners, legal directors, senior associates, associates, and dedicated probate specialists. This is an excellent opportunity to join a supportive and knowledgeable team environment.
The Role
This is a fantastic opportunity for a Probate Executive to support senior team members and partners in the administration of client estates, while also assisting with wider departmental responsibilities.
Key responsibilities include:
* Assisting with estate administration, including collecting assets and identifying liabilities
* Liaising with third parties such as banks, accountants, and financial institutions
* Obtaining date of death valuations via correspondence and telephone
* Supporting applications for Grants of Probate and Letters of Administration
* Assisting with estate accounts preparation
* Supporting estate tax reporting and compliance matters
* Handling general administrative duties including file opening, compliance, and onboarding
* Drafting preliminary correspondence and legal documents
* Managing electronic filing, document organisation, and archiving
This role also offers a potential pathway to qualification as a Chartered Legal Executive.
The Individual
The ideal candidate will demonstrate:
* Strong academic background (minimum BBB at A-Level or equivalent)
* Solid administrative and organisational skills with the ability to prioritise workload
* Good working knowledge of Microsoft Office (Word, Excel)
* Excellent written and verbal communication skills
* High levels of accuracy and attention to detail
* Strong IT proficiency
* Ability to work both independently and as part of a team
* Discretion when handling confidential information
* Professional telephone manner and strong client service skills
* A proactive attitude with a willingness to learn and develop