Probate Case Handler

    Employer SWW Trust Corporation

    Location Lincoln

    Industry Legal

    Contract Full Time

    Job Type Permanent

    Salary £18,000 - £22,000

    Deadline 30/04/2017


    The post holder will be a member of a small team of probate case handlers. Team members have joint responsibility for assisting and supporting each other with work on their files and sharing knowledge and experience.

    Previous experience in Wills, trusts and probate is not essential as in-work training is available however, the post holder will need to learn quickly and confidently.

    Main duties include:

    • Maintaining estate accounts
    • Obtaining and processing asset and liability valuation data
    • Preparing legal documentation and applications
    • Asset collection, payment of liabilities, payment of legacies
    • Ensuring provision of regular reports to clients and business partners
    • Administration of inheritance tax returns
    • Legal research

    The candidate:


    • Education: Law Graduate
    • A fast learner
    • Enthusiastic, with excellent skills in communication
    • Prepared to work individually or in co-operation with team members
    • Ability to work whilst under pressure with demanding clients
    • Ability to manage priorities and client expectations
    • Recognition of the importance of good quality service and its delivery
    • Accustomed to working without immediate supervision
    • Able to demonstrate honesty, confidentiality and integrity.


    • Ideally has experience in private client work, although this is not essential
    • Legal Executive or STEP qualifications, and experience in private client work, are desirable but not essential