Probate Paralegal / Officer Location: Suffolk
Job Type: Full-time
Salary: £25,000 to £35,000k
Join our client's dynamic Probate Administration team as a Probate Paralegal / Officer, where you will be entrusted with the comprehensive management of a portfolio of probate and intestacy administration case files from start to finish. This role is ideal for someone who is meticulous and committed to delivering professional and seamless service.
Day-to-day of the role: Manage and conclude your own caseload of probate files in a timely and sensitive manner.
Handle every stage of the legal process, from applying for a grant of letters of administration to distributing the estate.
Engage extensively via telephone and other forms of correspondence with clients, beneficiaries, third-party solicitors, authorities, organisations, and other institutions.
Ascertain the value of estates by identifying the deceased’s assets and debts, obtaining valuations, dealing with creditors, and securing at-risk estate assets.
Prepare Inland Revenue tax returns and inheritance tax forms, collect assets, pay debts, prepare final accounts, conduct bankruptcy searches, and calculate the correct distribution.
Advise on insurance questions and, where appropriate, obtain missing beneficiary indemnity insurance.
Regularly liaise with genealogy research staff, Case Managers, and S...