Senior Probate Case Manager

Senior Probate Case Manager Full-time, Permanent | Maidenhead (Hybrid 3 days in the office) | Up to £85,000 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

An experienced probate legal professional combining deep technical expertise with mentorship capabilities. The Senior Case Manager acts as the technical authority for probate and estate administration matters, providing legal oversight, quality assurance and expert guidance across the team.

The Senior Case Manager independently delivers outstanding client outcomes on complex, taxable, and high-value estates while providing technical guidance, approving legal applications/IHT forms for junior team members, and ensuring compliance with regulatory and legal standards.

Works in partnership with the Probate Operations Manager to ensure technical excellence is delivered within an efficient and scalable operational environment. Performance Measures: Case Progression & Throughput: Case completion rates and progression efficiency across complex matters .

Documentation & Application Accuracy: Accuracy of probate applications, IHT forms, and estate accounts . Client Satisfaction: Positive CSAT/NPS feedback and empathetic client communications during sensitive life events. Compliance & Quality Standards: Adherence to internal SLA targets, compliance protocols, and legal quality standards.

Mentorship & Team Progression: Effective coaching, development, and technical support provided to Junior Case Managers, Trainee Solicitors, and Administrator

Key Responsibilities

End-to-End Complex Casework: Independently manage a varied caseload of complex, taxable, and high-value probate and estate administration matters from instruction through to final distribution. Technical Quality Assurance: Review and approve IHT forms, Grant of Probate applications, and estate accounts for Junior Case Managers and Trainees.

Technical Legal Guidance: Serve as the technical escalation point on complex probate law, IHT rules, trust structures, HMRC procedures, and HMCTS requirements. Senior Stakeholder & Client Contact: Act as the seni...

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