Octopus Legacy Benefits Overview

Support probate case managers by handling inbound/outbound calls, preparing correspondence and legal forms, maintaining accurate confidential records, producing documents, managing diaries, and helping cases run smoothly while providing compassionate, clear support to bereaved customers.

Manage a varied probate caseload including grant-only and estate administration, act as key client contact, support wills, trusts and IHT work, develop scalable legal processes, collaborate cross-functionally, and contribute to ad hoc projects in a fast-growing, tech-enabled legal team.

Implement and run operational systems for Customer and Bookings teams: build tracking, dashboards and reporting; optimise processes to improve efficiency, productivity and KPIs; partner with frontline and leadership to drive commercial and customer-experience outcomes.