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Senior associate - estate planning lawyer

Sydney
beBeeEstate
Lawyer
Posted: 14 September
Offer description

Lead Estate Law at a Growing Tech Platform

This firm is a leading end-of-life tech platform, redefining how people access wills and estate services nationwide.

As a Senior Associate, you'll develop complex client strategies, mentor junior team members, and shape systems that enable our growth.


Key Responsibilities

* Advise clients on sophisticated estate plans for blended families, high-net-worth individuals, trusts, self-managed super funds, and disability considerations.
* Develop and review complex Wills, testamentary trusts, Enduring Powers of Attorney, and ancillary documents across every Australian jurisdiction.
* Build and maintain client relationships, lead advice conferences, communicate options with empathy, and deliver outcomes end-to-end.
* Supervise and mentor junior lawyers and paralegals, ensuring quality, accuracy, and continuous growth.
* Improve our engine, refine precedents, templates, and workflows; test new automations; surface insights from our CRM.
* Drive growth, balance legal excellence with commercial awareness, tracking metrics and identifying opportunities to expand our offering.


Requirements

* 4-8 years of post-qualification experience with significant experience in estate planning, testamentary trusts, and related advisory work.
* Proficiency in Probate & Administration matters or strong interest.
* Confident facilitation of client strategy sessions; exceptional interpersonal skills.
* Exceptional drafting and document-review rigor.
* Commercial mindset: comfortable juggling advisory, sales, and quality control.
* Collaborative leadership: uplift teammates and share knowledge freely.
* Data-curious: willing to track performance and iterate for continuous improvement.


Why This Role?

This role offers autonomy and impact, with a strong foundation of systems, people, and purpose. You'll thrive in a fast-growing, high-performing team that values clarity, accountability, and momentum.

As a senior in the team, you'll be a key driver of our growth, shaping the country's leading online wills platform and how estate planning is delivered at scale.


What We Offer

* National influence: Your expertise shapes the estate planning landscape.
* Breadth & depth: From simple estates to SMSFs and multi-layered trust structures – learn broadly and fast.
* Supportive, fun culture: Tight-knit team, regular lunches, Friday drinks, spontaneous celebrations, and classic startup perks.

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