Senior Legacy Officer

The Woodland Trust is looking for a Senior Legacy Officer to support the strategic objectives of the Legacy Income Management Team by administering and managing legacies left to the Woodland Trust, ensuring that all legacy income is secured, protected and maximised. The Role: • Manage a complex caseload of legacy files, including pecuniary, residuary, specific gifts, and life interest trusts, protecting income where legal challenges arise. • Recruit, line manage, and mentor the Legacy Assistant, providing ongoing support and guidance. • Maximise legacy income through proactive case management and strategic decision-making. • Deputise for the Legacy Income Manager and support team leadership and mentoring. • Provide legal and advisory support on legacy-related matters to internal stakeholders. • Monitor legacy notifications and income, supporting forecasting, reporting, and audit requirements. • Collaborate with fundraising teams to enhance legacy journeys and secure future pledges. • Contribute to policy development, process improvements, and data quality initiatives. • This is a hybrid position with a mix of home working, and from our head office in Grantham, Lincolnshire. Head office attendance would be required no more than once a month on average. Occasional travel to other offices and remote locations may also be required. The Candidate: • Experience in legacy management or administration and/or Wills, Probate and Trust law. • Background working in a charity legacy ..... full job details .....