Legacy Assistant/Executive

Responsibilities

• Provide tailored legacy administration support to charity clients as part of the Legacy Income Management team
• Manage a varied caseload including pecuniary, residuary, and complex or contentious estates to secure income efficiently
• Progress estate matters proactively, minimise delays, and unlock client income in a timely manner
• Build strong client relationships with professionalism, care, and a client-centric approach
• Monitor and reconcile income, review estate valuations, and ensure compliance with legal and regulatory requirements
• Collaborate with contentious probate, charity probate, property, and governance specialists
• Contribute to team knowledge-sharing and continuous improvement

Requirements

• Strong organisational and database skills with high attention to detail
• Experience in legacy administration or genuine motivation to develop in this field
• Interest in Wills, Probate and Trust law and willingness to build expertise
• Excellent communication skills and an empathetic approach with families and stakeholders
• Confidence working in a digital environment and adapting to new systems
• Commitment to high-quality client care and relationship-building

Benefits

• Competitive salary and performance-linked bonus
• Employee sabbaticals and enhanced parental leave
• Private healthcare and wellbeing initiatives
• Open, flexible working environment
• Comprehensive professional development and training

About the Company

Foot Anstey is a UK law firm managing over £200M in legacy income for charities. The firm focuses on innovation, collaboration, and responsible business practices.