Job Title: Legacy Assistant/Executive Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let’s shape the future together.

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* We are in a period of exclusive direct sourcing for this role and are not currently accepting applications from recruitment agencies. ________________________________________ The role in 60 seconds Role: Legacy Assistant/Executive Team: Legacy Income Management Team Location: Exeter, Bristol or Manchester Working Pattern: Full-time Why this role matters: Join our growing Legacy Income Management team and help charities secure the income that powers their mission. We manage over £200M in legacy income for organisations of all sizes, offering flexible support during busy periods, complex estates, and unexpected spikes in workload.

With access to specialist legal expertise across the firm, you’ll play a key role in ensuring clients receive accurate, efficient, and empathetic support.

What You’Ll Do

In this role, you’ll: Deliver high-quality, tailored legacy administration support as part of the Legacy Income Management team, acting as a trusted partner to a diverse portfolio of charity clients. Manage a varied caseload ensuring legacy income is secured efficiently while balancing legal obligations with empathy and sensitivity. The exact nature of the caseload will vary depending on experience and may include pecuniary, residuary, and complex or contentious cases.

Proactively progress estate matters, reducing delays and unlocking income for clients in a timely manner. Build and maintain strong relationships with charity clients, representing them with professionalism, care, and a client-centric approach. Act as an extension of clients’ teams by providing bespoke, responsive support aligned to their individual needs and priorities.

Requirements

Contribute to maximising the value of charitable gifts for our clients through thorough case management and financial oversight. Collaborate with our wider team, including our contentious probate, charity probate, property, and governance specialists, to deliver comprehensive support to clients. Actively contribute to team knowledge-sharing and continuous improvement initiatives to ensure our clients receive high-quality support.

What We’Re Looking For

We welcome applicants at all levels, including those new to legacy administration but with a genuine interest in Wills, Probate and Charity law. We’re looking for someone who brings: Strong organisational and database skills, with confidence managing information accurately. Experience in legacy administration or a clear motivation to develop in this field.

Curiosity about Wills, Probate and Trust law and a willingness to build expertise. Excellent communication skills and a warm, empathetic approach when working with families and stakeholders. Interest in working towards an ILM Certificate in Charity Legacy Administration or similar qualification.

Commitment to high‑quality client care and relationship‑building. Confidence working in a digital environment and adapting to new systems and processes. A proactive, collaborative mindset with a commitment to innovation and continuous improvement.

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Legacy Assistant/Executive - Charities & Private Wealth Disputes