Senior Executive - Probate

Masson Appointments

Apply to this job
Chichester, West Sussex, gb on site Until 8/21/2026 First posted March 27, 2025 Last posted March 27, 2025
Job description

We are seeking an enthusiastic, highly organised individual to join this modern, friendly, expanding law firm to work as a Senior Executive within Administration of the Estates Department. This is a unique firm and you will be working from a beautiful office, with onsite parking and you will receive the day off on your birthday!

The Probate department is busy, with a large caseload of files. Therefore, we are looking for a person who has worked within a Private Client department previously, with circa 5-10 years’ of experience. The firm are very keen on utilising technology wherever possible, and therefore a willingness to embrace technology is essential.

This is a varied role, which will include the following:

  • Drafting Revenue Forms IHT205
  • Drafting Statements of Truth
  • Dealing with clients and third parties face to face and over the phone
  • Using data management systems/portals
  • Managing and updating spreadsheets
  • Making invoice payments to third parties and clients
  • Taking client payments over the phone using the Secure Sagepay system
  • Producing documentation and correspondence using the case management system
  • Updating clients and third parties on the status of cases

The ideal candidate will:

  • Be able to work in a busy office environment
  • Be able to prioritise your own workload
  • Have excellent attention to detail
  • Have great verbal and written communication skills.

Hours are Monday to Friday 9am-5.30pm

Please contact us now for further details and to discuss an interview.

About this role

Summary

Manage estate files, draft legal documents, communicate with clients, and utilize technology in probate law.

Job title

Senior Executive - Probate

Experience level

5-10 years

Industry

law

Location requirements

Chichester, West Sussex, with remote work not specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

data managementclient communicationdrafting legal documentsattention to detail

Preferred skills

technology willingnesscase management systemsinvoice processing

Specializations

probateprivate clientestate administration
Locations

Structured locations inferred from the posting.

Chichester, UK

On-site City