Legacy Case Officer

Contract: Fixed-term covering maternity leave Salary: £40,000 - £43,000 (full time) Location: Fully remote Full-time: Monday to Friday OR Part-time minimum 3 days per week also considered Put your legal expertise to work for a cause that matters.

Join Leonard Cheshire and use your probate, estate administration, or charitable legacies expertise to protect our charitable interests and help create lasting change in the lives of disabled people. About the role Managing a varied caseload of legacy estates, using your knowledge of probate, trusts, tax and property matters, you'll assess complex information, resolve issues and make informed decisions that protect Leonard Cheshire's interests.

Working closely with solicitors, executors, next of kin and other charities, you'll progress estates efficiently and maximise legacy income whilst protecting the charity and its Trustees.

Key responsibilities include

Managing legacy cases from initial enquiry through to final estate administration Reviewing estate accounts, Inheritance Tax forms and property offers Applying your knowledge of probate, trusts, tax, property and charity law to protect the charity's interests Building effective relationships with solicitors, executors, next of kin and other charities to resolve queries, progress estates and achieve the best possible outcomes.

Ensuring relevant legislation, including the Charities Act 2011 and subsequent updates, is observed, seeking specialist legal advice when appropriate Maintaining accurate case records and reconciling legacy income with Finance Supporting the development of legacy processes, committee activities and trustee resolutions About you Experience is essential; a degree or relevant legal or legacy administration qualification, such as Solicitor, CILEX or CiCLA, would be welcome, but we value substantial relevant experience just as highly.

Skills/Legal knowledge required Demonstrable experience in legacy administration, charitable legacies or a relevant legal environment A strong understanding of ...

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