Legacy Case Officer

Contract: Fixed Term covering maternity leave

Salary: £40,000 - £43,000 (full time)

Location: fully remote

Hours: Full time – Monday to Friday OR Part-time 3 days per week also considered

Put your legal expertise to work for a cause that matters.

Join Leonard Cheshire and use your probate, estate administration or charitable legacies expertise to protect our charitable interests and help create a lasting difference in the lives of disabled people.

About the role

Managing a varied caseload of legacy estates, using your knowledge of probate, trusts, tax and property matters you’ll assess complex information, resolve issues and make informed decisions that protect Leonard Cheshire’s interests. Working closely with solicitors, executors, next of kin and other charities you’ll progress estates efficiently and maximise legacy income whilst protecting the charity and its Trustees.

Key responsibilities include:

• Managing legacy cases from initial enquiry through to final estate administration
• Reviewing estate accounts, Inheritance Tax forms and property offers
• Applying your knowledge of probate, trusts, tax, property and charity law to protect the charity’s interests
• Building effective relationships with solicitors, executors, next of kin and other charities to resolve queries, progress estates and achieve the best possible outcomes.
• Ensuring relevant legislation, including the Charities Act 2011 and subsequent updates, is observed, seeking specialist legal advice when appropriate
• Maintaining accurate case records and reconciling legacy income with Finance
• Supporting the development of legacy processes, committee activities and trustee resolutions

About you

With demonstrable experience in legacy administration, charitable legacies or a relevant legal environment, you’ll have a strong understanding of probate, trusts, tax and estate administration.

Highly organised with a strong attention to detail and confident managing a complex caseload, you’ll be comfortable making informed decisions and skilled at building professional relationships.

Experience is essential; a degree or relevant legal or legacy administration qualification, such as Solicitor, CILEX or CiCLA, would be welcome, but we value substantial relevant experience just as highly.

Why Leonard Cheshire?

At Leonard Cheshire, we’re committed to supporting disabled people to live the lives they choose. This is a chance to combine specialist legal or estate administration expertise with a purpose that extends beyond the individual case.

Our values guide everything we do:

Positive – warm and empathetic, always looking to progress and improve.

Proud – strong-willed and spirited, firm in our beliefs.

Pioneering – confident and imaginative, creative change makers.

We offer:

• 25 days holiday plus bank holidays: Part-time staff will be entitled to annual holidays on a pro rata basis. In the years you join and leave Leonard Cheshire your holiday entitlement will be calculated on a pro-rata basis. Your entitlement to holidays will increase on the anniversary date of joining as follows up to 30 days.
• Competitive pension scheme
• Single-cover private health insurance (or Cash Health Plan) and Group income protection insurance
• Eamily-friendly policies, i.e. maternity, paternity, adoption and shared parental leave
• Flexible benefits, i.e. buy or sell annual leave, Cycle to Work scheme, access to thousands of discounts
• Financial wellbeing support, including early access to earned pay and savings tools

Ready to make a difference?

Leonard Cheshire welcomes applications from all sections of the community. We actively encourage applications from disabled people and support reasonable adjustments wherever possible.

If you have the relevant experience and want to use your expertise to help protect and grow charitable legacy income, we would love to hear from you.