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Probate executive

Slough
Simpson Judge
Posted: 27 October
Offer description

🏛️ Probate Executive – Leading Creative & Entrepreneurial Law Firm


📍 Location: London

💼 Full-time | Hybrid working available

💰 Competitive salary + excellent benefits


Are you an experienced Probate Executive looking to join a dynamic, modern law firm that truly values innovation, individuality, and sector-leading expertise?


We’re working with a renowned, multi-disciplinary law firm that provides first-class legal services to a diverse, high-profile client base — from cutting-edge startups to international household names, and private individuals to family offices. Known for its collaborative and vibrant culture, this firm offers the perfect platform for ambitious professionals who want to grow their career within a supportive, high-performing environment.


⭐ The Opportunity


The firm’s award-winning Private Client & Tax Group is seeking a Probate Executive to manage a varied caseload of probate and estate administration matters. You’ll work closely with a client base that includes HNW individuals, entrepreneurs, trustees, family offices, and international clients — particularly those with connections to the US and Middle East.


This is an exceptional opportunity for a proactive, empathetic, and detail-oriented probate specialist to join a team that blends technical excellence with a genuinely human approach.


🔍 Key Responsibilities


Manage a caseload of taxable and non-taxable probate and estate administration files from instruction through to completion


Prepare legal documentation including wills, IHT forms, estate accounts, and probate applications


Liaise with executors, beneficiaries, financial institutions, HMRC, and the Probate Registry


Deliver clear, professional, and empathetic advice to clients, often in sensitive circumstances


Ensure regulatory compliance across AML, GDPR, and internal procedures


Collaborate with other teams and contribute to business development initiatives


🎓 What We’re Looking For


Essential:


Proven experience managing probate and estate administration matters


Strong knowledge of inheritance tax, estate accounting, and the probate process


Excellent client care and communication skills


Highly organised with the ability to prioritise effectively


Proficient in case management systems and Microsoft Office


Desirable:


STEP, CILEx or similar professional qualification


Experience in wills, LPAs, and Court of Protection matters


Background in private client work within a law firm


👤 You’ll Be…


Personable, professional, and empathetic


Able to work autonomously while being a supportive team player


Driven, detail-focused, and confident managing sensitive matters


Curious and committed to continuous professional development


💼 Why Join This Firm?


Progressive and inclusive culture that encourages innovation and individuality


Clear career progression and investment in training and development


Exciting client base with international scope and complex, high-value matters


Regular firm-wide events, mentoring, and internal knowledge-sharing initiatives

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