Probate Administrator – Legacy
Expertise: Legacy
Experience: Mid-Level
We are looking for an experienced probate practitioner to finalise and close a large caseload of probate administration from Post Grant onwards.
Qualified and non-qualified candidates with the right level of experience are welcome to apply, and the role can be done remotely.
With a competitive package and supported by a full time paralegal, this is a great role for a senior practitioner able to start at short notice, who is looking for a project.
Bold, dynamic and growing rapidly, Laurus is the law firm that’s redefining the legal experience.
From our London offices in Aldgate and Clapham, we use a people-first approach, putting clients at the centre and building a professional, entrepreneurial culture from within.
We're on a mission to improve people's legal wellbeing, by providing them with high quality, simple and effective legal advice that is jargon-free and completed with the minimum of fuss.
Today we are building life-long relationships with our clients, standing by their side, placing our legal expertise at their fingertips – exactly when they need it. Our ambition is big. We want to transform the personal legal industry, and we need great people to make that happen.
Finalising and closing a large caseload of probate administration from Post Grant onwards (with monthly closure targets), applicants must have relevant experience, with a solid Private Client background and the ability to communicate with confidence and efficiency at all levels. Excellent IT skills are essential.
- Obtaining instructions, advising and keeping clients updated throughout the estate administration
- Sending the Grant of Probate to the relevant institutions and collecting the assets
- Completing withdrawal, sale and stock transfer forms
- Settling any debts due from the estate
- Preparing any relevant deeds, such as Deeds of Variation or Deeds of Appointment
- Assenting properties within the Estate to the beneficiaries
- Preparing Estate Accounts
- Liaising with HMRC in relation to obtaining tax clearance and other ancillary matters including preparing corrective accounts and claiming IHT refunds
- Dealing with any DWP claims
- Updating beneficiaries throughout the estate administration
- Collating and calculating the Income Tax for the Period of Administration
- Calculating any Capital Gains Tax liability arising during the Period of Administration
- Making interim and final distributions to beneficiaries
- Other admin tasks associated with the swift finalisation of the estates