6 Charity trustees jobs

Legacy Case Officer

Contract: Fixed-term covering maternity leave

Salary: £40,000 - £43,000 (full time)

Location: fully remote

Full-time: Monday to Friday OR 

Part-time: minimum 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 lasting change 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

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.

Skills/Legal knowledge required

• Demonstrable experience in legacy administration, charitable legacies or a relevant legal environment
• A strong understanding of probate, trusts, tax and estate administration
• Confident managing a complex caseload and comfortable making informed decisions
• Highly organised with a strong attention to detail 
• Skilled at building professional relationships

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
• Competitive contributary pension scheme
• Family-friendly policies, i.e. maternity, paternity, adoption and shared parental leave
• Flexible benefits, i.e. 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 are ready to apply, use the Apply button to submit your CV