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. <...
Probate Case Handler in Maidenhead employer: Dignity Funerals
Dignity is an exceptional employer that prioritises the growth and development of its employees, offering a supportive work culture where collaboration and training are key. As a Regional Sales Manager, you will not only drive meaningful sales in the funeral sector but also have the opportunity to enhance your skills through comprehensive training and coaching initiatives. With a competitive salary and a company car allowance, Dignity ensures that its employees feel valued and empowered to make a positive impact in their communities across the Central Region.
