Wills & Estates Specialist
Core
Manage complex, high-value, and contested deceased estate matters to ensure gifts in Wills are administered accurately and in line with supporters' wishes.
Role type
Senior estates administration specialist (non-lawyer)
Builds
Estate administration processes and accurate distribution of charitable bequests
Domain
Legal/Trustee services within the non-profit/charity sector
Deliverable
client delivery
Required skills
Deceased estate administration, Will and probate document review, legal risk identification, stakeholder management (solicitors/executors), negotiation, financial reconciliation, compliance
Preferred skills
Charitable bequests experience, not-for-profit sector background, tertiary qualification in law/legal studies/paralegal studies
Technologies
Estate administration systems
Responsibilities
Manage complex estate matters from notification to final distribution, review Wills and legal correspondence, identify risks and recommend escalation, support settlement negotiations, prepare briefings on financial implications, reconcile estate income, maintain accurate records
Seniority
Senior, hands-on IC