Probate Case Manager Full-time, Permanent | Maidenhead (Hybrid 3 days in the office) | Up to £30,000 per annum
Join the UK's fastest-growing probate business At Dignity Legal Services (formerly Farewill Probate), we're combining technology, compassion and serious legal expertise to reshape the probate industry.
In the last 12 months, we've grown from a team of 2 to 32 - and we're still at the very beginning.
We're building a category-defining probate business: one that delivers a radically better experience for families, while scaling with the rigour of a modern tech company.
This is a rare moment to join - not as a passenger, but as a key part of what we're building.
Purpose of the Role: This role blends core administrative ownership with foundational legal-process tasks. The Probate Case Handler supports both admin and legal case teams by taking ownership of case-adjacent administrative tasks alongside early legal-process work-including will-checking, backlog clearance, early drafting, and institution correspondence-to ensure swift progression of the probate pipeline .
Performance Measures:
Pipeline Progress & Turnarounds:
Efficient clearance of backlogs, timely will-checks, and proactive chasing of financial institutions to advance cases. Accuracy & Documentation:
High accuracy in drafting initial letters of authority, notices of power, and administrative closure documentation. Procedural Compliance:
Adherence to KYC/AML protocols and operational SLAs under supervision . Key Responsibilities:
Will-Checking & Backlog Clearance:
Conduct initial checks on original wills and process backlog items across active cases. Legal Drafting & Notices:
Draft letters of authority, notices of power, and foundational legal correspondence for institutions. Institution Correspondence:
Prepare initial asset and liability letters to banks/institutions and systematically follow up on outstanding responses. Compliance & Verification:
Complete KYC/AML letters and process initial K16 searches ahead of fund releases. Closure Administration:
Administer funeral bill payments, complete closure forms, and maintain accurate case status logs. Would suit someone who
O rganised individual with developing legal awareness . I s comfortable managing volume . Is comfortable utilising legal software/AI tooling to drive efficiency . Knowledge, Skills and Experience required: Experience:
Prior experience in legal administration, probate processing, or a Probate Administrator role is preferred Education/ Qualification:
Good standard of general education (GCSEs/A-Levels or equivalent); pursuing or considering paralegal/CILEx study or a Solicitor Apprenticeship is advantageous . Technical
Developing procedural and legal awareness in probate and estate administration . Proficiency in legal case management systems (e.g., Oracle, Backstage, Exizent ) and MS Office . Comfortable and confident using digital tools and AI tooling to enhance workflow speed. General
Excellent organisational skills with the ability to manage high volumes alongside early judgement calls . Clear, professional written communication skills when corresponding with financial institutions . Exceptional attention to detail and strong process discipline . What you can expect from us We know the difference our casual colleagues make every day. That's why we're committed to providing a supportive environment, flexible working opportunities and a range of benefits that help you feel valued as part of the Dignity team.
Time to recharge -
Accrue up to 22 days' annual leave plus
Probate Case Handler in London employer: Dignity Funerals Limited
A Spicer & Sons Funeral Directors is an exceptional employer that values compassion and professionalism in the sensitive field of funeral services. Located in Harrow, we offer a supportive work culture that prioritises employee well-being and growth, providing opportunities for continuous training and development. Join us to make a meaningful impact in the community while enjoying competitive benefits and a fulfilling career path.
