Paralegal - Estate Planning

2 weeks ago


Chatswood, Australia Talent Connect Australia Full time

A competitive salary
- A healthy work life balance
- A friendly and helpful team environment

Are you an exceptional
**Paralegal** seeking a rewarding and impactful full-time position?

We have a fantastic opportunity for an experienced Paralegal to join the Estate Planning and Probate Team, working on a full-time basis.

Join the esteemed law firm as an
**Estate Planning and Probate Paralegal** and make a meaningful difference in the lives of their clients.

The team of dedicated professionals is passionate about helping individuals and families navigate the complexities of estate planning, ensuring their legacies are protected and their wishes honoured.

**To be successful in the role, you should have**:

- Recent experience in an estates role within a law firm as a Legal Secretary or Paralegal
- Minimum of 2 years’ experience in Probate and estate work
- Excellent verbal and written communication skills
- High attention to detail and an ability to prioritise
- Excellent organisation skills with the ability to multitask
- Advanced understanding of Microsoft Office

**The successful applicant’s responsibilities will include**:

- Taking Initial instructions from clients
- Managing your own Estate Planning and Probate files from start to finish
- Preparation of client tax invoice and trust account statements
- Witnessing Wills & EPOAS, and other estate planning documents
- Preparing documents, correspondence and Statement of Assets and Liabilities
- Preparing Distribution Statements to beneficiaries

Please submit your resume and covering letter by clicking on the



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