Estate Planning Specialists

3 weeks ago


Sydney, New South Wales, Australia NSW Trustee And Guardian Full time
About the Role

The successful candidate will be responsible for delivering high-quality Wills and Estate Planning services to the NSW community. This includes drafting planning ahead documents and providing administrative support to ensure a seamless end-to-end service.

The role requires collaboration with the Wills and Estate Planning Network to increase market share and contribute to team performance.

About You

We are seeking an individual who believes in supporting customers to document their last wishes with warmth, support, and respect. You should have a keen interest in social outcomes, justice, and advocating for people, and be able to demonstrate high levels of empathy and emotional intelligence.

Strong collaboration skills and the ability to build effective working relationships with internal and external stakeholders are essential.

Essential Requirements

A current driver's license and ability to travel across NSW as required. Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents. Training and accreditation are provided by NSW Trustee & Guardian.

Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails.

Availability to work after hours and weekends as required and in particular circumstances.

What We Offer

NSW Trustee & Guardian offers interesting, challenging, and rewarding work that has real purpose. We provide work-life balance with flexible work options, various leave options, career development, and access to employee benefits.



  • Sydney, New South Wales, Australia LEAP Legal Software Full time

    Unlock Your Potential as an Estate Planning Content SpecialistAt LEAP Legal Software, we're on a mission to revolutionize the legal tech space, and we need your expertise to help us get there. As an Estate Planning Content Specialist, you'll play a crucial role in developing high-quality content that meets the evolving needs of our clients.Working closely...


  • Sydney, New South Wales, Australia Equity Trustees Full time

    We are seeking an experienced Senior Estate Planning Lawyer to join our team at Equity Trustees. In this role, you will be responsible for delivering high-quality Estate Planning services to our clients.About the role:Conducting initial and signing client appointments, ensuring the end-to-end process is within an acceptable timeframe.Preparing relevant...


  • Sydney, New South Wales, Australia NSW Trustee And Guardian Full time

    About the RoleThe NSW Trustee & Guardian is seeking a skilled professional to deliver high-quality Wills and Estate Planning services to the NSW community. As a key member of the Wills and Estate Planning Network, you will contribute to team performance and help increase market share.Key ResponsibilitiesDeliver professional, timely, and high-quality Wills...


  • Sydney, New South Wales, Australia Equity Trustees Full time

    We are seeking an experienced Senior Estate Planning Lawyer to join our team at Equity Trustees. In this role, you will be responsible for delivering high-quality Estate Planning services to our clients. If you are currently in private practice and looking for a change, this opportunity may be suitable for you.About the role:Conducting initial and signing...


  • Sydney, New South Wales, Australia Equity Trustees Full time

    About the RoleWe are seeking an experienced Senior Estate Planning Lawyer to join our team at Equity Trustees. As a specialist trustee company established in 1888, we help our clients grow, manage and protect their wealth now and for generations to come.Key ResponsibilitiesConduct initial and signing client appointments, ensuring the end-to-end process is...


  • Sydney, New South Wales, Australia NSW Trustee And Guardian Full time

    About the RoleThe NSW Trustee & Guardian is seeking a skilled professional to deliver high-quality Wills and Estate Planning services to the NSW community. As a key member of the Wills and Estate Planning Network, you will contribute to team performance by increasing market share and providing administrative support to ensure a seamless end-to-end...


  • Sydney, New South Wales, Australia Equity Trustees Full time

    About the RoleWe're seeking an experienced Senior Estate Planning Lawyer to join our dedicated team at Equity Trustees. In this role, you'll be responsible for delivering high-quality Estate Planning services to our clients.Key ResponsibilitiesConducting initial and signing client appointments, ensuring the end-to-end process is within an acceptable...


  • Sydney, New South Wales, Australia Equity Trustees Full time

    About the RoleWe're seeking an experienced Senior Estate Planning Lawyer to join our dedicated team at Equity Trustees. In this role, you'll be responsible for delivering high-quality Estate Planning services to our clients.Key ResponsibilitiesConducting initial and signing client appointments, ensuring the end-to-end process is within an acceptable...


  • Sydney, New South Wales, Australia McGrath Estate Agents - Lithgow Full time

    Real Estate ProfessionalLithgow, Full Time, Property ManagementPlease Quote Reference Number 98128Full training and support availableReal Estate Certificate of Registration highly regardedDevelop your skills in property managementWith over two decades of real estate experience, McGrath Lithgow prioritises exceptional property management and client...


  • Sydney, New South Wales, Australia Equity Trustees Full time

    About the RoleWe're seeking an experienced Senior Estate Planning Lawyer to join our dedicated team at Equity Trustees. In this role, you'll take charge of delivering quality Estate Planning services to our clients. If you're currently in private practice and craving a change, this opportunity might just be what you're looking for.Key...


  • Sydney, New South Wales, Australia AFL Recruitment Full time

    Legal Secretary/Paralegal (Wills/Estates/Probate)**Your Opportunity** Unique and rewarding position. Esteemed firm with exceptional mentors. Flexible work arrangements available. Competitive salary range of $60,000-$80,000+ SUPER annually.ABOUT THE FIRM Our client is a prestigious commercial law firm with a remarkable legacy spanning over 90 years. The firm...


  • Sydney, New South Wales, Australia Edward Jacobs Full time

    About the Role:We are seeking a highly skilled Estate Planning Attorney to join our team at Edward Jacobs. As a key member of our Wills and Estates department, you will be responsible for drafting and reviewing complex wills, trusts, and estate planning documents.Key Responsibilities:Drafting and reviewing estate planning documents, including wills, trusts,...


  • Sydney, New South Wales, Australia Equity Trustees Full time

    We're seeking an experienced Senior Estate Planning Attorney to join our dedicated team at Equity Trustees. In this role, you'll take charge of delivering quality Estate Planning services to our clients. If you're currently in private practice and or craving a change, this opportunity might just be what you're looking for.About the role:Conducting initial...


  • Sydney, New South Wales, Australia Edward Jacobs Full time

    About Edward JacobsEdward Jacobs is a prestigious law firm located in the heart of Sydney's CBD, specialising in estate planning, wills, and estates. With a rich heritage as one of Australia's premier legal institutions, our client stands out for their enduring relationships with multi-generational clients. They are known for their expertise, dedication to...


  • Sydney, New South Wales, Australia Edward Jacobs Full time

    About Edward JacobsEdward Jacobs is a prestigious law firm located in the heart of Sydney's CBD, specialising in estate planning, wills, and estates. With a rich heritage as one of Australia's premier legal institutions, our client stands out for their enduring relationships with multi-generational clients. They are known for their expertise, dedication to...


  • Sydney, New South Wales, Australia Edward Jacobs Full time

    About Edward JacobsEdward Jacobs is a prestigious law firm located in the heart of Sydney's CBD, specialising in estate planning, wills, and estates. With a rich heritage as one of Australia's premier legal institutions, our client stands out for their enduring relationships with multi-generational clients. They are known for their expertise, dedication to...


  • Sydney, New South Wales, Australia NSW Government Full time

    About the RoleThe NSW Trustee and Guardian is seeking a highly skilled and experienced Senior Wills and Estate Planning Consultant to join our team. As a key member of our Estate Planning and Administration division, you will be responsible for delivering high-quality and timely Wills and Estate Planning services to our customers.Key ResponsibilitiesDevelop...


  • Sydney, New South Wales, Australia NSW Trustee And Guardian Full time

    {"title": "Senior Wills and Estate Planning Consultant", "description": "About the RoleThe Senior Wills and Estate Planning Consultant will be responsible for delivering high-quality and timely Wills and Estate Planning services to the NSW community. This includes drafting and executing Wills, Powers of Attorney, and Enduring Guardianship documents. The...


  • Sydney, New South Wales, Australia Easy Authoring Full time

    About the Role:We are seeking an experienced Estate Administration Specialist to join our team at Easy Authoring. As an Estate Administration Specialist, you will be responsible for directly administering between 40-70 Deceased Estates at various stages of the administration process.Key Responsibilities:Interpretation of Wills and other legal...


  • Sydney, New South Wales, Australia Edward Jacobs Full time

    About Edward JacobsA leading law firm in Sydney's CBD, Edward Jacobs is renowned for its expertise in estate planning, wills, and estates. With a rich history as one of Australia's premier legal institutions, our firm stands out for its enduring relationships with multi-generational clients.About the Role:Develop and review complex estate plans, wills, and...