Estate Planning Advisor
2 days ago
This role involves delivering exceptional Wills and Estate Planning services to the community.
- Draft and execute legally compliant documents related to estate planning and wills.
- Coordinate logistics for events and community activities.
- Ensure timely and quality service delivery through pre- and post-appointment activities.
The ideal candidate has a background in legal services or experience working in a legal environment. They should possess strong collaboration skills, be able to build effective relationships with stakeholders, and have a problem-solving approach.
About the Role:As part of the Estate Planning and Administration division, this team delivers commercial services including Will making, trustee, attorney, and administrator/executor of deceased estates. The Wills and Estate Planning team provides accredited Will preparation services, writing thousands of Wills, Powers of Attorney and Enduring Guardianship documents annually.
About You:We are seeking a motivated and empathetic individual who values building strong relationships and being a trusted advisor. If you believe helping customers document their last wishes is a privilege, then this role may be suitable for you.
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