Overview
Wills and Estate Planning Consultant – NSW Trustee and Guardian
We are looking for a keen and motivated Consultant to join the Wills and Estates Planning team and help make a difference to our customers.
Base pay range
A$84,659.00/yr - A$92,701.00/yr
Ongoing, full-time role - 35 hours per week. Location: Newcastle. This role is customer facing and requires office attendance five days per week. Clerk Grade 3/4. Base salary within the range above plus superannuation and annual leave loading.
About us
At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.
Our commitment to diversity
Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.
About the team
The Estate Planning and Administration division delivers NSW Trustee & Guardian's commercial services in Will making, as trustee, attorney, and administrator/executor of deceased estates. The Wills and Estate Planning team provides a fully accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney and Enduring Guardianship documents each year, helping customers to plan ahead and document their last wishes.
About the role
The primary purpose of this role is to deliver professional, high-quality, and timely Wills and Estate Planning services to the NSW community. This includes drafting simple planning ahead documents and contributing to team performance within the Wills and Estate Planning Network. The role aims to increase market share and provide direct and timely administrative support to ensure a seamless end-to-end service that is both customer and outcome focussed. The successful candidate will be responsible for delivering services that align with NSW Trustee and Guardian's Customer Excellence Principles, drafting and executing legally compliant Wills and Estate Planning instruments, and coordinating venue hire logistics for Plan Ahead Days and community engagement activities.
Key responsibilities
* Undertake pre and post-appointment activities to ensure timely and quality service delivery.
* Assist with local community engagement events to boost brand awareness.
* Maintain a contemporary approach to service delivery through face-to-face and video conferencing.
* Manage high work outputs and competing demands to generate favourable customer outcomes.
* Balance consistency in service delivery across a large geographic area.
* Draft and execute legally compliant Wills and Estate Planning instruments.
* Coordinate venue hire logistics for community activities.
About you
An application is encouraged if you:
* Believe documenting customers' last wishes is a privilege that requires warmth, support, understanding, and respect.
* Value building strong relationships and being a trusted advisor to provide peace of mind that instructions will be fulfilled.
* Have empathy and emotional intelligence with an interest in social outcomes and justice.
* Can collaborate effectively with internal and external stakeholders.
* Apply a problem-solving and solution-focused approach to work.
* Have a background in legal services, paralegal services, or experience in a legal environment.
Additional requirements:
* Current driver licence and ability to travel across NSW as required.
* Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents (training provided).
* Willingness to have phone calls and team emails monitored for quality assurance and to participate in one-to-one review sessions.
* Available to work after hours and weekends as required and in particular circumstances.
* Willingness to work in the Newcastle office five days per week.
What we offer
NSW Trustee and Guardian offers interesting, challenging and rewarding work with real purpose. Benefits include:
* Leave options (recreation, parental, and flex leave up to 24 days per year).
* Career development including study leave and acting opportunities.
* Access to Fitness Passport, employee assistance program, and annual flu vaccinations.
For more information about joining us, visit the Careers page on our website.
How to apply
To apply for this role:
* Complete the online application via iworkfornsw.
* Submit a resume (maximum five pages) and brief cover letter (maximum two pages).
* Answer two targeted questions as part of the application process.
Closing date: Applications close 11:59pm, Sunday 28th September 2025.
Enquiries about the role: Michelle English - Regional Manager Northern Region, via email michelle.english@tag.nsw.gov.au. For recruitment process enquiries: Amy Cross, Talent Advisor on Amy.Cross@tag.nsw.gov.au.
Please do not send applications directly via email, LinkedIn or SEEK. Only applications submitted via iworkfornsw will be accepted.
Accessibility
* If you need an adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@tag.nsw.gov.au.
* Offers of employment are subject to reference checks and relevant clearances.
* A talent pool may be created for future roles and is valid for 18 months.
Thank you for your interest in this role. We look forward to receiving your application.
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