Senior Probate & Estate Associate – Cardiff

LOCATION: Cardiff or Milton Keynes

As a Senior Probate & Estate Associate, you will be responsible for managing probate matters of varying complexity from instruction through to final distribution, with support, oversight and sign‑off provided by a senior authorised individual.

At MHA you’ll have autonomy, variety, and the opportunity to contribute meaningfully to a well-respected practice.

The role includes but is not limited to:

• Independently run probate files from initial instruction to conclusion demonstrating your understanding of what information is required in a probate matter and why it may be important.
• Prepare IHT forms, probate applications, estate accounts, and correspondence to clients and third parties.
• Liaise with clients, executors, beneficiaries, financial institutions, and HMRC.
• Maintain accurate records and time recording using case management software.
• Ensure compliance with relevant legislation and firm procedures.
• Support the wider Private Client team with trust and estate administration tasks as needed.

What We’re Looking For

• CILEx Level 3 or equivalent legal training or proven experience.
• Experience managing probate matters independently.
• Strong understanding of estate administration and IHT.
• Excellent written and verbal communication skills, good telephone manner, and high level of accuracy and attention to detail.
• Experience using Isokon software preferred but not essential.

• A committed career paralegal/legal assistant who values technical excellence and client care.
• Confident in managing probate matters.
• Enjoys working collaboratively as part of a team and contributing to best practice and development of the service across the firm.
• Organised, proactive, and able to manage competing priorities.

• Additional tax knowledge of estate administration matters (eg income tax etc) would be beneficial but is not critical to the role and additional support could be provided to develop this.

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