Probate and Estate Planning Professional

10 hours ago


Penrith Municipality, Australia beBeeEstate Full time $129,464 - $142,665
Probate and Estate Planning Advisor

We are seeking a highly skilled and compassionate Probate and Estate Planning Advisor to join our team.

About the Role

This is a unique opportunity for a dedicated professional to provide expert guidance and support to individuals and families navigating the Probate and Estate planning process. As a key member of our team, you will play a crucial role in ensuring that every client receives tailored advice with care and professionalism.

Key Responsibilities:
  • Manage Probate cases and prepare official documentation
  • Advise on Wills, trusts and Lasting Powers of Attorney
  • Provide clear and empathetic advice to clients

You will work closely with executors and family members, supporting them during what can often be an emotional and challenging time. With access to the latest legal updates and supportive training, you will be equipped to stay on top of evolving legislation and compliance standards.

Requirements:

To succeed in this role, you will need:

  • Highly accurate and detail-oriented skills
  • Able to communicate effectively with clients and colleagues
What We Offer

Working with us brings many benefits, including flexible working hours, free financial advice, and a competitive salary package. We also offer opportunities for growth, development, and progression.



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