Probate Executive

Overview

In this role you will manage a varied probate and estate administration caseload for a leading London private client team. You will support senior lawyers on complex estates, liaising with banks, HMRC and other third parties to progress Grants of Probate and Administration and estate distributions. You will deliver clear guidance to executors and beneficiaries while upholding high professional standards. This is a career-forward opportunity in a prestigious firm with structured progression and strong focus on client service and development.

Pay / Benefits

• pension scheme
• medical insurance
• generous life assurance
• holiday entitlement
• career development opportunities

Responsibilities

• Manage probate and estate administration caseload
• Collect assets, identify liabilities and liaise with banks and valuers
• Prepare applications for Grants of Probate and Letters of Administration
• Handle estate accounts and distributions
• Manage estate tax reporting and liaise with HMRC
• Provide clear, practical advice to executors and beneficiaries

Key requirements

• Solid private client experience
• Highly organized and detail oriented
• Experience in probate and estate administration in a law firm or similar setting
• Professional qualification such as CILEX or STEP (preferred)
• Strong written and verbal communication skills
• Good numeracy and the ability to work independently and in a team
• Opportunity for further professional qualification for the right candidate

• Strong communication skills
• Excellent attention to detail
• Client-facing skills
• Probate and estate administration
• Liaising with banks, valuers, HMRC
• Preparation of Applications for Grants of Probate and Letters of Administration

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