Job Description

We are recruiting a

Case Manager - Estates & Probate

to manage a portfolio of intestate estate cases. This role combines

case management, legal research and client liaison

, making it ideal for candidates from legal, administrative, financial or investigative backgrounds.

You will be responsible for progressing cases from instruction through to resolution, identifying entitled beneficiaries and working closely with solicitors, local authorities and other professionals.

This is a specialist area of work, but

no previous probate genealogy or heir tracing experience is required

-- full training will be provided.

Key Responsibilities

Manage a caseload of estate and probate matters from start to completion Conduct legal and family research using databases, records and official documentation Analyse information to identify and verify entitled beneficiaries Build and review family trees and supporting evidence Liaise with solicitors, estate administrators, local authorities and beneficiaries Prepare clear written reports and case updates Ensure cases progress in line with deadlines and regulatory requirements Handle sensitive and confidential information with professionalism
Skills & Experience

Essential:

Experience in a case management, legal, administrative or professional services role Strong organisational and time-management skills Excellent written and verbal communication High attention to detail and accuracy Ability to manage multiple cases and priorities Professional and empathetic approach

We welcome applicants with transferable experience from:

Legal services, conveyancing, probate or wills Case handling or file management roles Compliance, investigations or research Financial services or insurance Customer-focused administrative roles
Desirable (but Not Essential)

Probate, estate administration or legal research experience Background in investigations or complex research Interest in problem-solving, analysis or family history
What We Offer

Full training in estate research and heir tracing Supportive team environment and structured onboarding Interesting and varied casework -- no two cases are the same Career development and progression opportunities [Benefits: pension, holiday allowance, flexible working, etc.]
Job Types: Full-time, Part-time

Pay: 25,000.00-35,000.00 per year

Expected hours: 35 per week

Work Location: In person