Legacy Management Officer

About The Role As a Legacy Management Officer, you''ll take ownership of a substantial and varied caseload of legacy files, dealing with everything from straightforward pecuniary and specific bequests through to complex residuary estates, life interests and contentious cases. You''ll be responsible for making sure RBL receives what it is entitled to, using your knowledge of wills, probate, trusts and taxation to scrutinise estate accounts, challenge discrepancies, resolve issues and make sound decisions throughout the administration of each estate. With a caseload of up to 250 files, no two days will look quite the same, and you''ll have the autonomy to manage your work, assess risk and decide when an issue needs further investigation or escalation. Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life. The role goes well beyond routine legacy administration. You''ll deal directly with solicitors, executors, other charities and professional advisers, negotiating where interests overlap and taking the lead on shared or more complex estates where required. You''ll have the opportunity to work on contentious matters, claims against estates, ex gratia requests, foreign assets and tax or domicile issues, as well as attending negotiations, mediations, settlement meetings and Court hearings alongside RBL''s legal representation. You''ll also work closely with colleagues across the ..... full job details .....