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Probate officer/paralegal

Ipswich
Reed
Paralegal
Posted: 9h ago
Offer description

Probate Paralegal / Officer Location: Suffolk Job Type: Full-time Salary: £25,000 to £35,000k Join our clients 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!

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