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 releva...