About The Opportunity
We believe estate planning should involve more than just making a Will. We take a holistic approach, partnering with our clients throughout their life's journey to ensure their plans evolve with their goals, needs and circumstances, offering them peace of mind now and for the future.
For our team, we are committed to creating a supportive and dynamic workplace that values continuous improvement, excellence in client service and work-life balance. We are seeking a highly skilled and motivated solicitor who shares our approach to this strategic area of law to join our team.
About The Role
You will be an integral part of our team, providing exceptional legal services to our clients in estate and succession planning.
Responsibilities
You will spend most of your time working autonomously or with a director on complex estate planning files. Your responsibilities will include:
Conducting due diligence investigations (relating to our clients' existing documents, circumstances and asset ownership structures) and reporting on your findings;
Drafting complex Wills, enduring powers of attorney and other estate planning documents;
Working closely with clients, referrers, accountants and financial planners to develop tailored estate plans and asset protection strategies;
Managing files with meticulous attention to legal and procedural detail; and
Bringing technical expertise to the table.
About You
We are looking for someone who has:
3+ years' experience in succession law and/or related areas;
A desire to be more than mediocre - you want to be one of the best;
A deep interest in estate planning and succession law;
Proven experience in Wills and estate planning;
Technical excellence in law;
Excellent communication and interpersonal skills, with a client-focused approach;
A proactive, solutions-oriented mindset;
Proficiency in legal practice management software (we use Actionstep and NetDocuments);
Impeccable attention to detail and accuracy; and
A collaborative spirit and commitment to ongoing professional development.
BONUS: We are particularly interested in candidates with:
A rural/farming background;
Experience in taxation (law or other);
Experience in commercial transactions/property/agribusiness; and/or
Specialist qualifications (including those currently studying), such as a Master of Laws in a relevant area and/or becoming an Accredited Specialist in succession law.
Your Values Will Also Align With Ours
Support
We uplift each other, our clients and referrers, and our community.
Reliability
We keep our promises, and our team and clients can trust us to deliver.
Accountability
We own our actions, take responsibility and learn from every experience.
Continuous improvement
We never stop growing and we learn, adapt and innovate.
Balance
We always find the right balance in how we work and how we live and value wellness, perspective and sustainability.