Probate Adminstrator

Probate Administrator

£28,000 p.a. + bens

London – Hybrid working available (at least 1-day p.w. in the office following training)

Hours:  9am to 5pm

Our client is a leading company in their field with offices all over the UK and over 100 staff.  They are looking for someone to join their research team and undertake the following duties: –

You will be responsible for providing administrative support one of the Probate teams. This is a fantastic opportunity for the right person with a high level of drive and enthusiasm, who is willing to learn.

Main Duties and Responsibilities

  • Pending Case File administration:
    • Updating files and internal systems.
    • Obtaining regular solicitor updates.
    • Dealing with solicitor queries.
    • Data entry.
    • Updating clients.
    • Preparing distribution schedules.
  • General administrative duties, to include:
    • Writing and sending letters to beneficiaries and clients.
    • Calling beneficiaries and clients.
    • Ordering of certificates & records online, in person or over the phone.
    • Arranging legalisation and translation of documents, as required.
    • Drafting and sending out commission agreements/administration documents including via Adobe Sign, as required.
    • Handling client documents and ID.
    • Countersigning commission agreements.
    • Arranging visits with local representatives (and compiling associated documents).
    • Making phone calls/enquiries to a neighbour, coroner, care home, council, as requested.
    • Ensuring internal management system is kept up to date.
    • Processing family tree requests, as required.
    • Drawing up Distribution Schedules.
    • Attendance on various training days, as and when required or deemed necessary.
    • Advanced level of open communication within the Team, including support staff, with transparency at all times.



  • Previous experience as a Legal Assistant or Paralegal.
    • Some working knowledge or Probate, Genealogy, Wills or Estate administration (Intestacy).
    • Excellent communication and interpersonal skills.
    • Comfortable with making/taking phone calls, experienced in dealing with complex personal situations.
    • Able to deal professionally with beneficiaries who may initially not respond well to being contacted.
    • Problem solving skills and the ability to respond to sudden unexpected demands.
    • Strong MS Office skills.