Probate Administrator | LR Connections

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Probate Administrator

We are looking for a well-organised, patient and self-motivated person to join the LR Estate Planning team to carry out the roles and responsibilities of administrating the estates of our deceased clients. This role will have you working closely with our estate planning advisers and clients as well as with certain third parties and UK government departments. Candidates for this position need to have excellent time-keeping skills, work to deadlines and be able to handle more than one case at a time.


  • Keeping clients and our advisers up to date with current cases

  • Contacting third parties where necessary

  • Keeping the case management system up to date

  • Drafting various documents

  • File management of different cases that will be assigned to you

  • Telephoning and contacting third parties including government departments

  • Instructing experts


  • Use of case management systems

  • Drafting various documents

  • File management

  • Instructing experts

  • Liaising with a range of clients and other professionals

  • Participating in business development initiatives


  • Good time management

  • Work well under pressure

  • Telephone skills

  • File management

  • Maths & English to GCSE Grade C/5 or equivalent

  • Excellent attention to detail and ability to spot errors

  • Effective communication and interpersonal skills.

Contact us today for expert advice

LR Connections provides expert independent financial advice, accountancy and estate planning services