‹ Back to search results

Business Services

Probate Case Handler

Location: Central Bristol
Posted: 06/07/2020

Salary: £22000 - £24000
Job Type: Permanent

Are you interested in pursuing or furthering a career within Probate?

Do you possess the necessary authorisation and/or qualification to carry out Probate services?

Our client, a fresh-thinking and ambitious business with fabulous offices in the city, is looking for a Probate Case Handler to join their small and friendly team.  This is a brand new position that will see you managing a caseload of non-contentious Probate cases (those with no dispute/disagreement) from instruction through to completion.

This Probate Case Handler role offers a rare opportunity to work in an interesting sector, joining a professional and ethical company at an exciting period of growth.  You will play an instrumental role in ensuring the correct processes are in place and in time you may have the chance to grow and even lead a team!

Responsibilities of the Probate Case Handler will include;

  • Representing the named executor/s on the will of a deceased person, preparing the necessary documentation for the initial Grant of Probate application
  • Supporting the executor in dealing with the deceased’s estate, completing all legal, tax, property and estate administrative duties involved in the Grant of Probate application
  • Carrying out all necessary checks to ensure the validity of any will of the deceased in existence
  • Collecting and verifying the assets of the estate
  • Corresponding with HMRC, calculating the correct amount of inheritance/capital gains tax owed and completing the relevant tax return forms (if applicable)
  • Managing the executor’s expectations and keeping them informed throughout the Grant of Probate application process, whilst dealing with them in a sensitive and empathetic manner

The successful applicant will need a Law Degree or equivalent qualification.  Experience of working within a Private Client setting would be advantageous.

You will need to be focussed, driven to achieve and great with customers.  Customers are at the heart of everything our client does, so it is vital that you are a people kind of person too. 

If this sounds like you, then we want to hear from you!