Job Description
Probate Paralegal / Officer
* Location: Suffolk
* Job Type: Full-time
* Salary: £25,000 to £35,000k
Join our client's dynamic Probate Administration team as a Probate Paralegal / Officer, where you will be entrusted with the comprehensive management of a portfolio of probate and intestacy administration case files from start to finish. This role is ideal for someone who is meticulous and committed to delivering professional and seamless service.
Day-to-day of the role:
* Manage and conclude your own caseload of probate files in a timely and sensitive manner.
* Handle every stage of the legal process, from applying for a grant of letters of administration to distributing the estate.
* Engage extensively via telephone and other forms of correspondence with clients, beneficiaries, third-party solicitors, authorities, organisations, and other institutions.
* Ascertain the value of estates by identifying the deceased’s assets and debts, obtaining valuations, dealing with creditors, and securing at-risk estate assets.
* Prepare Inland Revenue tax returns and inheritance tax forms, collect assets, pay debts, prepare final accounts, conduct bankruptcy searches, and calculate the correct distribution.
* Advise on insurance questions and, where appropriate, obtain missing beneficiary indemnity insurance.
* Regularly liaise with genealogy research staff, Case Managers, and Senior Management to coordinate information and disseminate data.
* Develop and maintain good client relationships, managing all stakeholders effectively.
* Work with the team to develop the department’s processes and procedures and support team members as required.
Required Skills & Qualifications:
* Experience in running a probate client caseload is desirable.
* Previous experience with the legal sector.
* Proficient in complex, multi-stakeholder probate administration work.
* Knowledge of the rules of intestacy and dealing with complex family relationships.
* Comprehensive understanding of the law concerning probate and all other areas of wills and probate work.
* Excellent organisational, written, and time management skills with a keen eye for detail.
* Ability to manage own time, conflicting priorities, and deadlines.
* Strong business writing and communication skills, with the ability to communicate effectively using diplomacy, tact, and sensitivity.
* A team player who can also work independently.
* Personal and professional commitment with the initiative to raise the firm’s profile and recognise business opportunities.
To apply for the Probate Paralegal / Officer position, please submit your CV today and/or contact Sophie Clarke at Reed (Norwich) to find out more!