Wills and Estate Planning Consultant

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 environment.

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 michelle.english@tag.nsw.gov.au. For recruitment process inquiries, contact Amy Cross, Talent Advisor, at Amy.Cross@tag.nsw.gov.au. 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 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.

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