Senior Estate Planning Coordinator

1 week ago


Sydney, New South Wales, Australia beBeeEstatePlanning Full time $90,000 - $120,000
Job Overview

Our team is seeking an experienced professional to manage files, prepare client documents and statements, and witness estate planning agreements.

This role requires recent experience in estates work within a law firm, ideally as a Legal Secretary or Paralegal. A minimum of 2 years' experience in Probate and estate work is preferred, along with excellent verbal and written communication skills, high attention to detail, and advanced understanding of Microsoft Office.

We are passionate about helping individuals and families navigate the complexities of estate planning. If you possess the necessary skills and qualifications, we encourage you to submit your resume and covering letter for consideration.

Key Responsibilities
  1. Manage own files from start to finish
  2. Prepare client tax invoices and trust account statements
  3. Witness Wills & EPOAS, and other estate planning documents


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