Senior Wills and Estate Planning Consultant

Senior Wills and Estate Planning Consultant – NSW Trustee and Guardian

Ongoing. 35 hours per week.

Location: Bathurst. This role is customer facing and requires office attendance five days per week.

Clerk Grade: Level 5/6. Base salary $99,938 p.a. to $110,277 p.a. plus superannuation and annual leave loading.

About us

At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

Our commitment to diversity

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.

About the team

The Estate Planning and Administration division is responsible for delivering NSW Trustee & Guardian's commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.

The Wills and Estate Planning team provides a fully accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney and Enduring Guardianship documents each year, helping customers to plan ahead and document their last wishes.

About the role

The role is responsible for the delivery of professional, high quality and timely Wills and Estate Planning services, including drafting planning ahead documents such as Wills, Powers of Attorney and Enduring Guardianship, for the NSW community. The role is required to contribute to team performance within the Wills and Estate Planning Network including increasing our market share and collaborating to support the delivery of professional Estate Planning services across NSW in a financially sustainable way. The Senior Wills and Estate Planning Consultant will independently handle complex client matters and provide guidance and support to Wills and Estate Planning Consultants.

For more information about the position, view the role description.

About you

Application is encouraged if you demonstrate the following skills, knowledge and experience:

• You believe that supporting customers to document their last wishes is a privilege that needs to be carried out with warmth, support, understanding, and the utmost respect.
• You have experience in drafting and executing Wills and Estate Planning instruments that are legally compliant and to a high standard.
• You have strong collaboration skills and can build & develop effective working relationships with internal and external stakeholders.
• You successfully apply a problem-solving and solution-focussed approach to your work.

Sound like you? We would love to hear from you

Essential requirements

• Tertiary qualifications and/or equivalent knowledge, skills and experience in a relevant discipline or industry, such as legal, finance, professional services, and/or government.
• Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents.
• Current driver's licence and ability to travel across NSW as required.
• Available to work after hours and weekends as required.

What we offer

• NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:
• work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)
• various leave options (recreation, parental, and flex leave of up to 24 days per year)
• career development including study leave and acting opportunities
• access to Fitness Passport and employee assistance program, and annual flu vaccinations

Be part of something bigger. For more information about joining us, visit the Careers page on our website.

How to apply

To apply for this role:

• complete the online application via iworkforNSW
• submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
  • answer the following targeted questions (maximum two pages):

1. Can you describe a time when you were preparing or executing a document and encountered a situation that raised ethical or legal concerns? How did you ensure your actions upheld professionalism and legal compliance.
2. Describe a situation where you collaborated with internal or external stakeholders to improve a service or outcome for customers. What was the issue, how did you approach the collaboration, and what was the result for the customer.

Read: writing your job application for tips with the application process.

Closing date

Applications close 11:59pm, Sunday 28th September 2025

For enquiries about the role, please contact Hiring Manager Emma Winnell, Regional Manager, Estate Planning and Administration on emma.winnell@tag.nsw.gov.au.

For enquiries about the recruitment process, please contact Talent Advisor Amy Cross, on amy.cross@tag.nsw.gov.au.

Please do not send your applications directly via email, LinkedIn or SEEK. Only applications submitted via the online portal will be accepted.

Please note

• If you need an adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@tag.nsw.gov.au
• Offers of employment will be subject to reference checks and relevant clearances.
• A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.

Thank you for your interest in this role. We look forward to receiving your application.

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