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Estate Administration Specialist

2 months ago

London, Greater London, United Kingdom IDEX Consulting Ltd Full time
Job Description

**Probate Associate Role**

The successful candidate will need to be able to handle the administration of estates from beginning to end and have experience in dealing with intestacies, Inheritance Tax paying estates, cross-border succession and deeds of variation. The estates in question will often be complex involving trusts and tax planning, and of high value.

**Key Responsibilities**

  • Collating information about the deceased's estate in a thorough and sensitive way.
  • Liaising with third parties to obtain key bits of information about the deceased and the deceased's assets.
  • Analysing trust provisions in a Will and advising the executors and trustees accordingly.
  • Advising on the inheritance tax position of an estate, including the availability of the Residence Nil Rate Band.
  • Advising on cross-border issues and liaising with foreign advisors, as and when it is appropriate to do so.
  • Providing detailed scopes of work and realistic cost estimates up to the grant of representation and beyond.
  • Complying with all relevant and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.

**Person Specification**

  • Qualified Solicitor or CILEX qualified.
  • Ideally STEP qualified.
  • Excellent knowledge of the law and practice in relation to the administration of estates.
  • A thorough understanding of inheritance tax and trusts.
  • Experience of working in a similar role.
  • Highly computer literate and having experience of working with Probate software.
  • Possess excellent team working skills with the ability to work with colleagues of all levels, including supervising, co-ordinating, delegating, mentoring and guiding less experienced members of the team as required.
  • Demonstrate excellent communication skills and be able to develop and maintain client relationships amongst a diverse group of clients.
  • Be organised and have the authority to tackle difficult issues as and when they arise.
  • Be capable of running a significant number of files and work matters simultaneously.
  • Be confident in both verbal and written communication with a diverse range of clients.
  • Have a flexible approach and willing to go the extra mile.