Ahead of the retirement of its Legacy Administration Manager, Marie Curie Cancer Care asked Legacy Link to provide a range of services to help recruit a successor and to cover any vacant period before the successor was in place. The charity has a high level of legacy income and complex cases and would need a sure hand. At the same time, the legacy administration role would be moving to the Fundraising Division, a new responsibility for the department head.
Legacy Link was able firstly to advise on questions for the interviews, aimed to cover a wide assortment of complex issues. We then provided assistance through two Consultants, to cover the gap before the new post-holder arrived; at the same time we made recommendations for changes and enhancements in procedures and policies for him to consider. We also worked to deal with a backlog of reviews.
Following the arrival of the new post-holder, one of the Consultants stayed on during the first few weeks, to help train and to provide assistance as the new incumbent found his feet.
The contested legacy; the marmite of the legacy administration world! Legacy officers either relish the opportunity to get to grips with a more challenging and not so straight forward estate administration, or loathe the prospect of navigating the complex myriad of highly charged emotions, legalistic arguments, and PR implications.
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A will is an expression of a person's final wishes, but occasionally, what should be a document reflecting the deceased's wishes may reveal signs of financial abuse. Financial abuse towards an elderly or dependent person can unfortunately extend to their will and financial abuse in wills can be subtle but devastating. It is crucial as legacy officers that we are able to recognise the signs and, where appropriate, take action to address any wrongdoing.
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Read the latest public briefing from our In Memory Insight programme, where we take a deep dive into in-memory products, understanding how they are evolving, and exploring what’s next.
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