Legacy Management Officer

As a Legacy Management Officer, you’ll take ownership of a substantial and varied caseload of legacy files, dealing with everything from straightforward pecuniary and specific bequests through to complex residuary estates, life interests and contentious cases. You’ll be responsible for making sure RBL receives what it is entitled to, using your knowledge of wills, probate, trusts and taxation to scrutinise estate accounts, challenge discrepancies, resolve issues and make sound decisions through…