Probate Case Handler

Within this role you will work with a growing and busy team of Case Managers, Practitioners, and Administrators responsible for ensuring cases are moved on expediently and proficiently.

Principal Responsibilities:

·         Oversight of the team administrators work and processes in relation to your cases

·         Liaise with bereaved clients and their advisers as well as banks, investment providers and other organisations relating to a deceased estate.

·         Full interpretation of Wills and Trusts

·         Monitoring the team inbox and other communication medium

·         Further your cases and deal with institutions, the Probate Registries and HMRC and assist fellow Case Handlers with the same

·         Drafting of legal documents and including the completion/submission of PA1p, IHT400s, occasionally IHT205 and associated forms.

·         Update and maintain estate accounts/internal systems

·         Understanding of inheritance tax and any exemptions that may apply

·         Basic understanding of income tax/ capital gains tax

·         Arranging and allocating payments from estates as well as payments of inheritance tax to HMRC where applicable

·         Arranging for the collation of relevant data to allow the completion of trust tax returns and ensuring that records are maintained.

·         Provide occasional internal training for the Probate and other teams within the group.

Key Knowledge & Required Skills:

·         Excellent customer service skills are required to provide a professional and efficient service.

·         Excellent communication skills are required to be able to respond to enquires

·         You must have excellent case management skills; you must be familiar with all aspects of probate case management including liaison with both the probate registry and HMRC.

·         You must be a fast learner and be able to adapt to new computer systems

·         You must have excellent attention to detail with a strong ability to prioritise