Probate Case Manager

5 days ago

Leicester, United Kingdom Atlas Recruitment Group Ltd Full time

Probate Case Manager - £25k-£30k DOE, fully remote working. Start date: March 2025.


Responsibilities:

  • Take over an existing caseload to provide continuity and provide a resource for new cases being taken on
  • Accurately record all time within our accounting software, reporting any ‘write offs’ accurately.
  • Keep Clients informed (minimum every 4 weeks) of progression on matters.
  • Upload correspondence to all case management systems as required.
  • Write out to all assets and liability organisations in a timely and efficient manner.
  • Load all communication to case management systems.
  • Keep all case management systems updated for audit purposes.
  • Always adhere to the Billing Policy.
  • Raise all invoices for your matters in a timely and efficient manner.
  • Monitor flags for WIP credit limit.
  • Report all breaches of the credit limit to management.
  • Complete all IHT forms efficiently and accurately.
  • Check that data protection laws are being adhered to in relation to storage of data.
  • Report any Data breaches to management (see GDPR Policy).
  • Maintain accounting software in preparation for audit.
  • Take calls in bound for the probate department and action as appropriate.
  • Researching cases and legal information.
  • Ensure all documents comply with Legal standards.
  • Confidence and ability to manage a caseload autonomously with minimal supervision.
  • Opening and running checks on files, supporting clients through the transactions and dealing with post completion matters.
  • Communicate efficiently with outside agencies.
  • Follow up outdated invoices for client balance.
  • Prepare and modify documents including correspondence as advised by your manager.
  • To ensure that all duties are carried out in line with all Company Policies & Procedures.
  • To ensure your conduct of personal behaviour (both internally and externally) is such that the Company’s reputation is protected and enhanced.


Required experience:

  • Minimum of 2 years probate experience is essential
  • Experience of managing a case load of 60+


My client, a successful estate planning team of Legal experts are looking for a Probate Case Manager to join an expanding team. We are looking for someone with at least 2 years of probate casework experience.


If you are interested in the role, please ‘APPLY’ and submit your CV for immediate consideration.

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