Estate Planner Role
We are seeking an experienced Estate Planner to join our Will and Estate Planning team.
About the Team
The Estate Planning division delivers commercial services in Wills, trustee, attorney, and executor of deceased estates.
Key Responsibilities
* Deliver professional, high-quality, and timely Wills and Estate Planning services to the community.
* Draft and execute compliant Wills and Estate Planning instruments.
* Coordinate logistics for activities.
We require empathy and emotional intelligence with a focus on social outcomes and justice. The ideal candidate will be able to collaborate effectively with stakeholders and apply a problem-solving approach.
Additional requirements include a current driver licence and willingness to obtain accreditation in Wills, Power of Attorney and Enduring Guardianship documents.
Job Description Requirements:
* Professional expertise in Estate Planning.
* Excellent communication and collaboration skills.
* Problem-solving and solution-focused approach.
* Driver's licence and willingness to obtain relevant accreditations.
Benefits:
This role offers a chance to work in a dynamic team delivering critical estate planning services to the community.
Other Information:
Please note that this job requires a current driver's license and willingness to obtain relevant accreditations.