Estate Planning Attorney

14 hours ago

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 documentation, including simple and testamentary discretionary trust Wills, enduring powers of attorney, and enduring powers of guardianship.
  • Conducting peer and client reviews of draft documents, ensuring quality and accuracy.
  • Identifying fiduciary strategies and opportunities where possible.

What we are looking for:

  • Excellent understanding of estate planning.
  • Ability to interpret legislation governing estate planning.
  • Experience working with clients.
  • Background advising on complicated estate planning matters.
  • Well-developed interpersonal skills.
  • Tertiary qualification in Law and admission to practice as a legal practitioner.
  • Master of Laws in Wills & Estates will be highly regarded.

What we offer:

  • An attractive remuneration package, including reward and recognition programs.
  • An employee wellness program, including discounted health insurance and an employee assistance program.
  • A workplace volunteering and giving program to enable you to help others in the community.
  • We are proud to be part of the Top 30 Best Workplaces to Giveback 2023.
  • Flexible hybrid work environment.
  • Discounted tax services.
  • Great central CBD location, modern office fit-out, and end-of-trip facilities.

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business.

We are committed to providing a flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company

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