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Legacy Support

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Administration and management of legacies to optimise the benefit from each estate in which they are a beneficiary. The department works closely with the Legacy Fundraising and the Finance Teams.

Responsibilities and Duties for Legacy Support Roles

Key attributes and tasks within a Legacy Administration team: administer a caseload of legacies and manage the administration of residuary, reversionary and contested legacies, proactively action regular correspondence with pledgers/grieving loved ones/executors/solicitors via email and letter, process cheques and legacy-related payments in an effective and timely manner and assisting with the thanking process, liaise with solicitors and estate practitioner, maintain an effective evaluation and follow-up system to review the status of legacy cases, identifying successes and areas for improvements, maintain an up-to-date knowledge of probate law, tax and legacy administration issues and share with colleagues as appropriate

Skills Required for Legacy Support Jobs

Substantial knowledge of probate, trusts, tax and property related issues as relate to charitable legacies, along with experience of legal and/or charity legacy environment are often required.  Legal and/or legacy administration qualification (Solicitor, ILEX, STEP Member, CiCLA qualification) are ideal.

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