Probate Specialist

5 days ago


Cape Town, Western Cape, South Africa The Phoenix Group Full time

In this challenging yet rewarding role, you will have the opportunity to work with a team of experienced professionals in the field of estate and trust administration. As a Paralegal, your responsibilities will include preparing pleadings, monitoring files, and reviewing estate planning documents.

Main Responsibilities
  • Prepare and review estate planning documents, including wills and trusts
  • Monitor and maintain accurate records of estate and trust administration
  • Draft memorandums and correspondence in collaboration with attorneys
  • Manage communication between attorneys, clients, beneficiaries, and family members

Experience in probate, trust administration, and estate settlement is highly desirable, with a strong background in Microsoft Office, Excel, and Outlook also essential.

We are committed to supporting our employees' career development and offer a comprehensive benefits package, including 401(k), medical, dental, vision, and life insurance, as well as paid time off and referral bonuses.



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