Probate Executive

The firm

We are a dynamic, multifaceted law firm that provides a wide range of legal services to a creative and entrepreneurial client base. We partner with the big and the small, from cutting edge startups to global corporations, early-stage entrepreneurs to established industry leaders, and household names to private individuals and their family offices. We are renowned for our sector specialisms which we combine with expertise across all the traditional practice areas to provide our clients with tailored solutions that truly add value.

We offer a collegiate, vibrant and supportive environment, a clear path for career progression and a strong platform from which to learn and grow. We look for high performing, committed and innovative people who aren’t afraid to push themselves to be the best they can be. We take an active role in helping our people be at the top of their game. We believe our people make us stand out and we empower them to meet their ambitions. We invest time in developing their skills and knowledge and run several development and training programmes throughout the year, as well as encouraging and supporting personal involvement in other areas of expertise.

The Private Client & Tax Group

We are looking for a Probate Executive to join our Private Client & Tax Group. The group and provides a comprehensive service to a varied and interesting client base.

Our clients are wealthy individuals, family offices, trustees, financial institutions and established businesses and start-ups. Many are connected to the technology, finance, entertainment, media and sports sectors. They are based both in the UK and internationally and we have a particular strength in clients connected with Middle East and the US.

The role

The Probate Executive will be responsible for managing a caseload of probate and estate administration matters from instruction through to completion. This role requires excellent client care skills, strong organisational abilities, and a sound knowledge of probate law and procedures. The Probate Executive will work closely with clients, colleagues, and external stakeholders to ensure estates are administered efficiently, sensitively, and in compliance with all legal and regulatory requirements.

Key Responsibilities

• Manage a caseload of probate and estate administration matters, including both taxable and non-taxable estates.
• Draft legal documents such as wills, oaths, inheritance tax forms, estate accounts, and applications for grants of probate.
• Liaise with clients, beneficiaries, executors, financial institutions, HMRC, and the Probate Registry.
• Provide clear, empathetic, and professional advice to clients throughout the probate process.
• Ensure compliance with all regulatory and professional standards, including anti-money laundering and GDPR requirements.
• Monitor case progress, meet deadlines, and maintain accurate records on the case management system.
• Assist in the preparation of client billing and ensure matters are progressed cost-effectively.
• Support the Private Client department with wider activities, including business development initiatives where required.
• Keep up to date with changes in probate law, tax legislation, and industry best practices.
  
  

Essential

Skills & experience

• Previous experience managing probate and estate administration files.
• Knowledge of inheritance tax, trusts, and estate accounting.
• Strong organisational and time management skills, with the ability to manage competing priorities.
• Excellent written and verbal communication skills, with the ability to explain complex legal matters clearly.
• High levels of empathy and client care, especially when dealing with bereaved clients.
• Proficient IT skills, including case management systems and Microsoft Office.
  
  

Desirable

• Professional qualification such as CILEx, STEP, or equivalent.
• Experience working within a private client department in a law firm.
• Knowledge of wills, powers of attorney, and Court of Protection work.
  
  

Personal attributes

• Professional, discreet, and trustworthy.
• Empathetic with a client-focused approach.
• Detail-oriented and thorough in document preparation and case management.
• Ability to work independently and as part of a supportive team.
• Proactive in problem-solving and maintaining high standards of service.