Probate Assistant - Maidenhead

Ref: 92 Date Posted: Tuesday 20 Jul 2021
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We have a fantastic opening for an experienced Probate Assistant to join this Financial Services organisation based in Maidenhead, Berkshire.

The Probate Assistant Role will consist of being involved in assisting the Probate team with obtaining Grants of Representation, post grant administration and distribution of the estates of clients.

Duties of the Probate Assistant Role will include but not be limited to;

  • liaising directly with clients and gathering documentation/arranging completion of estate questionnaire by clients following death
  • Drafting preliminary estate summary spreadsheets of client assets and liabilities
  • Drafting Oaths for Executors or Administrators
  • Dealing with Inheritance Tax issues where necessary
  • Dealing with queries raised by the Probate Registry prior to issuing of grant
  • Collecting/transferring assets includes drafting authorities to banks and financial institutions, dealing with the sale/transfer of investments and other policies/financial products
  • Dealing with the land registry and transfer of properties into the names of beneficiaries
  • Drafting legal deeds and documents including deeds of appointment
  • Drafting letters to clients setting out available options (for example tax planning options following first death)
  • Keeping managers and Partners regularly updated with progress on assignments and assist with billing
  • Other day to day dealing with a number of probate/estate administration matters
  • Drafting basic letters of explanation/advice for clients
  • Collecting income tax information for accounts/HMRC as applicable
  • Drafting simple income tax returns and R185

The ideal Probate Assistant will be working in a similar position either in Wills and Probate or Private Client and in return will receive a salary between £25k-£30k + the opportunity to work within this Award-Winning Firm