Legacy Manager – Bluebell Railway

Uckfieldvolunteer; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A charitable organization in England is seeking a volunteer to assist with wills and legacies. This role involves liaising with executors, monitoring estate administration, and helping individuals considering gifts in their wills. A background in law is beneficial, but not required. Most work is remote, with occasional on-site presence needed. The trust supports equal opportunities and values all contributions, aiming to ensure continuity in essential restoration projects funded by legacies.

Qualifications

• Experience as a solicitor, accountant, or professional executor is preferable.
• No specific legacy qualifications required.

Responsibilities

• Liaise with executors and solicitors regarding wills.
• Monitor and report on administration of estates.
• Assist individuals in leaving gifts in wills.

Skills

Sympathetic approach to donors

Ability to work closely with colleagues

Working knowledge of wills and estate administration

Job description

As one of the first preserved heritage lines in the country, we boast one of the finest collections of vintage steamlocomotivesandcarriages, many of which were preserved directly from service on British Railways. Our historic line commenced services in August 1960 and today runs steam trains betweenSheffield ParkandEast Grinstead, with stops atHorsted KeynesandKingscote.

About this opportunity

We are looking for a volunteer to help the Trust team with wills and legacies, which includes liaising with executors and their solicitors, and monitoring and reporting on the progress of the administration of estates. We also assist individuals who are thinking of leaving gifts in their wills to the Bluebell.

The role would perhaps suit a retired solicitor, accountant or professional executor, or someone with a reasonable working knowledge of the law and practice of wills and estate administration. A sympathetic and helpful approach to donors and the ability to work closely with colleagues would be beneficial. You do not need to be a legacy professional.

The Trust team works on site at Sheffield Park Station on Wednesdays or Thursdays, although much of their work is done remotely from home. The Trust, like the Bluebell as a whole, supports equal opportunities.

The Bluebell Railway Trust, the charity that supports the Railway, is best known for managing our main fundraising appeals, donations and Gift Aid. It also receives gifts that very generous supporters leave us in their wills, known as legacies. Without such gifts the Railway would not be able to carry out much of the restoration work that is essential for its ongoing operation. Current and future projects that are being funded from gifts in wills include:

• The overhauls of Q Class No 541and P Class 323 “Bluebell”
• The replacement of almost half a mile of worn-out track south of Sharpthorne Tunnel
• The overhaul of Bulleid designed Carriages

There is no age limit for this role, and a DBS check is not required. Most of the work is done from home but travel to Sheffield Park Station is required on occasions.

If you’d be interested in finding out more about helping us with this very important task and would like to meet the Trust team, please apply via the link below.

For more information

For more information please either come in and see us at Wealden Volunteering, or call us on 01825 760019, or email us at [e-mail]