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Estate planning specialist

Bathurst
beBeeEstate
Posted: 11 July
Offer description

Job Description

This role involves working with clients to understand their wishes and help them make informed decisions about their estate plans. The ideal candidate will have experience in wills and estate planning, as well as strong research skills and excellent communication abilities.

About the Role

* Meet with clients to discuss their estate plans and provide guidance on how to achieve their goals.
* Draft clear and accurate documents that reflect each client's needs and protect their interests.
* Review trust deeds, constitutions, agreements, and other documents, and provide expert advice in a way that is easy to understand.
* Work closely with colleagues to deliver high-quality services and share knowledge.
* Contribute to service improvements that help us reach more people and deliver better outcomes.
* Support our mission to provide fair, accessible, and sustainable estate planning services across the state.

Required Skills and Qualifications

* Demonstrated experience in wills and estate planning, with additional experience in estate administration and estate litigation highly regarded.
* Strong understanding of relevant legislation, case law, and policy frameworks.
* Excellent research skills.
* Ability to work independently, as well as part of a team.
* Committed to delivering high-quality, timely, and customer-focused legal services aligned with our Customer Excellence Principles.
* Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients, including vulnerable individuals.

Benefits

* Opportunity to work in a dynamic and supportive team environment.
* Flexible work options, including remote work arrangements.
* A range of leave options, including recreation, parental, and flex leave.
* Career development opportunities, including study leave and acting opportunities.
* Access to employee assistance program and annual flu vaccinations.

What We Offer

We offer a range of benefits that support your career development and well-being, including flexible work options, career development opportunities, and access to employee assistance programs.

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