Estate Administration Specialist
7 days ago
Job Role
The Sarfraz Group Ltd is seeking an experienced Estate Administration Specialist to join our Private Client group. As Probate and Trust Manager, you will be responsible for managing a varied caseload of probate and estate administrations, including taxable and non-taxable estates.
Key Responsibilities
- Engage with partners, directors, and clients to scope work involved and provide regular updates on matter progression
- Prepare emails and letters requesting information to value assets and liabilities as at date of death
- Keep executors informed of progress with regular updates
- Prepare Inheritance Tax forms, including understanding of relevant allowances and reliefs
- Deal with grant of probate applications
- Liaise with HMRC, HMCTS, and third parties as required
- Discuss asset collection, liability payment, and estate distribution with executors
- Maintain and prepare estate accounts
- Prepare estate tax returns and beneficiary statements, if applicable
Requirements
- Good understanding of probate and estate administration processes
- Working knowledge of will validity and interpretation
- Ability to handle high-value estates with complex trust structures
- Confident to take initiative and ensure estate administration completion
- CTA and/or STEP qualified or desire to work toward STEP qualification
Skills
- Good communication, organisational, and team skills
- Flexible and dependable, able to take initiative
- Motivated and resilient with a positive outlook
- Able to build confidence, respect, and trust with others
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