Overview
Wills and Estate Planning Consultant – NSW Trustee and Guardian
Division: Estate Planning and Admin • Location: Newcastle, NSW, AU 2300
Req ID: 77485
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.
Responsibilities
- Ongoing, full-time role – 35 hours per week
- Location: Newcastle. This role is customer facing and requires office attendance five days per week.
- Deliver professional, high-quality, and timely Wills and Estate Planning services to the NSW community, including drafting simple planning ahead documents and coordinating end-to-end service delivery.
- Draft and execute legally compliant Wills and Estate Planning instruments, and coordinate venue hire logistics for Plan Ahead Days and community engagement activities.
- Undertake pre- and post-appointment activities to ensure timely and quality service delivery.
- Assist with local community engagement events to boost brand awareness and maintain a contemporary approach to service delivery (face-to-face and video conferencing).
- Manage high work outputs and competing demands to generate favourable customer outcomes, ensuring consistency across a large geographic area.
About Us
At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. We are a NSW Government agency serving over 47,000 people each year.
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, Powers of Attorney and Enduring Guardianship documents each year.
About You
An application is encouraged if you:
- Believe that helping customers document their last wishes is a privilege to be carried out with warmth, support, understanding and respect.
- Value building strong relationships and being a trusted advisor to provide peace of mind that estate instructions will be fulfilled.
- Have interest in social outcomes, justice and advocacy, with empathy and emotional intelligence.
- Have strong collaboration skills and can build effective working relationships with internal and external stakeholders.
- Apply a problem-solving and solution-focused approach to your work.
- Possess a background in legal services, paralegal services, or experience in a legal setting.
Essential 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 training purposes; participate in one-to-one review sessions.
- Available to work after hours and weekends as required.
- Willingness to work in the Wollongong office five days per week.
What We Offer
NSW Trustee and Guardian offers challenging and rewarding work with real purpose, plus:
- 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
How To Apply
To apply for this role:
- Complete the online application via iworkfornsw
- Submit a resume (up to five pages) and brief cover letter (up to two pages)
- Answer two targeted questions:
- Provide an example of maintaining professionalism and high-quality service while not sharing the customer perspective; what was the outcome?
- Describe the most challenging or complex thing you have had to learn, what made it difficult and how you learned it?
Closing date
Applications close 11:59pm, Sunday 14 September 2025.
Other information
For enquiries about the role, contact Michelle English, Regional Manager Northern Region, at For recruitment process inquiries, contact Amy Cross, Talent Advisor, at Do not send applications via email, LinkedIn or SEEK; submit via iworkfornsw.
If you need an adjustment in the recruitment process, please contact People and Culture at 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.
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