Join to apply for the Probate Case Manager role at APS Legal & Associates
APS Legal are specialists in estate planning and private client services. We provide expert advice and support in drafting Wills, setting up Trusts, preparing Lasting Powers of Attorney, and guiding families through probate and estate administration. Our focus is on helping clients protect their assets, plan for the future, and give peace of mind to their loved ones. We\'re based in Worksop and work with a nationwide network of over 500 highly qualified associates and in-house experts.
Role purpose
To complete simple non-taxable estate administration following the legal requirements of the Administration of Estates Act and the Trustees Act and full administration of taxable and non-taxable estates, setting up trusts and deeds of variation.
Note: Please note, this role does not count towards your 2 years\' qualifying work experience if you are training to be a solicitor
Responsibilities
* Communicating and maintaining a positive relationship with clients and associates via letter, email, and telephone.
* Collect relevant financial information for our solicitor to submit the probate application.
* Liaise with solicitors in relation to the probate application and HM Revenue & Customs queries.
* Collection or transfer of assets to the beneficiaries.
* Handle the transfer or sale of the deceased property, to include liaise with estate agents, solicitors and Executors.
* Complete and submit relevant informal income tax returns.
* Draft and complete estate accounts, reconciled to the Executor account.
* Obtain Executor approval of estate accounts.
* Make adequate searches in order to settle the estate upon completion of the administration.
Location
We operate a hybrid working policy here at APS Legal so you\'ll be working from our office with the rest of your team in Worksop on Mondays and Thursdays each week.
Required skills
* Previous probate case management or administration.
* Experience communicating directly with clients and third parties.
* Experience working within a private client environment.
* Strong communication skills - able to communicate clearly, professionally and sensitively with clients and beneficiaries and external organisations such as HMRC, the Land Registry and solicitors.
* Strong understanding and practical experience of the legal requirements of administering an estate and the paperwork needed to complete the probate process from beginning to end (collecting assets, settling liabilities and distributing assets).
Your approach to work
* Delivering excellent customer service and maintaining positive relationships with internal and external stakeholders.
* Taking ownership of your work load and priorities delivering on time and to a high standard.
* Proactively supporting and helping others in the team.
* Generating ideas and innovating - using your problem-solving skills to research, investigate and aid decision making.
Right to work
We are unable to provide sponsorship under the Skilled Worker Visa so you will need to hold the long term right to work in the UK without company sponsorship.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Legal
Industries
* Legal Services
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