Marie Curie is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.

Assist the Legacy Administration Team Leader by playing a pivotal role within the Legacy Administration Team, managing a diverse and active caseload of specific, residuary, and reversionary bequests.

Ensure the protection and maximisation of legacy income for Marie Curie by adhering to best practices and maintaining effective and sensitive communication with solicitors and personal executors, enhancing the charity's reputation.

The Legacy Administration Team plays a crucial role in generating income for the charity, working closely with marketing and local legacy fundraising partners. We promote personal development through ongoing training and collaboration across the Directorate and organisation.

We do not necessarily expect the successful candidate to have experience across all UK jurisdictions as full training will be provided.

Responsibilities

• Manage a caseload of specific, residuary, and reversionary legacies across the UK.
• Ensure Marie Curie receives its full entitlement in accordance with legal requirements, Wills, and settlements.
• Handle correspondence promptly, meeting internal service level agreements, and update case files accordingly.
• Liaise with other charities and act as lead charity when needed.
• Record and update legacy information in the FirstClass 4 database.
• Regularly review open cases, ensuring timely action to conclude them.
• Scrutinise estate accounts, ensuring correct administration and tax exemptions are applied.
• Obtain tax deduction certificates where cost-effective.
• Allocate legacies to restricted or unrestricted funds as per the Will.
• Comply with Law Society guidelines on Non-Contentious costs.
• Protect Marie Curie’s interests in shared estates and lead charity discussions when appropriate.
• Represent Marie Curie in all correspondence with legal professionals and the public.
• Identify opportunities to increase the value of bequests and proactively manage asset sales.
• Recognise risks or disputes affecting entitlement and escalate as necessary.
• Collaborate with Legacy Marketing and Local Legacy teams and contribute to stewardship plans.