Wills And Estate Planning Consultant

Overview
Wills and Estate Planning Consultant – NSW Trustee and Guardian— We are looking for a keen and motivated Consultant to join the Wills and Estates Planning team and help make a difference to our customers.
Ongoing, full-time role - 35 hours per week
Location: Newcastle — customer facing and requires office attendance five days per week
Clerk Grade 3/4.
Base salary $84,659 p.a. to $92,701 p.a. plus superannuation and annual leave loading
About Us
At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers.
Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives.
Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.
Our commitment to diversity
Our workplace reflects the diverse community we serve.
We encourage applications from all backgrounds, experiences, and abilities.
This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.
About The Team
The Estate Planning and Administration division is responsible for delivering NSW Trustee & Guardian's commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.
The Wills and Estate Planning team provides a fully accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney and Enduring Guardianship documents each year, helping customers to plan ahead and document their last wishes.
About The Role
The primary purpose of this role is to deliver professional, high-quality, and timely Wills and Estate Planning services to the NSW community.
This includes drafting simple planning ahead documents and contributing to team performance within the Wills and Estate Planning Network.
The role aims to increase market share and provide direct and timely administrative support to ensure a seamless end-to-end service that is both customer and outcome focussed.
The successful candidate will be responsible for delivering services that align with NSW Trustee and Guardian's Customer Excellence Principles, drafting and executing legally compliant Wills and Estate Planning instruments, and coordinating venue hire logistics for Plan Ahead Days and community engagement activities.
Key responsibilities
Undertake pre- and post-appointment activities to ensure timely and quality service delivery.
Assist with local community engagement events to boost brand awareness and maintain contemporary service delivery through face-to-face and video conferencing.
Manage high work outputs and competing demands to generate favourable customer outcomes, while balancing consistency in service delivery across a large geographic area.
Draft and execute legally compliant Wills and Estate Planning instruments and coordinate logistics for Plan Ahead Days and community activities.
Deliver services that align with NSW Trustee and Guardian's Customer Excellence Principles and contribute to team performance.
For more information about the position, view the role description.
Essential Requirements
Current driver licence and ability to travel across NSW as required.
Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents (training provided).
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.
Available to work after hours and weekends as required and in particular circumstances.
Willingness to work in the Newcastle office five days per week.
What We Offer
Various leave options (recreation, parental, and flex leave of up to 24 days per year).
Career development including study leave and acting opportunities.
Access to Fitness Passport and employee assistance program, and annual flu vaccinations.
How To Apply
To apply for this role:
Complete the online application via iworkfornsw.
Submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability.
Answer the following two targeted questions:
In this role, you need to be able to build and maintain a trusted relationship with your customer as you help document their wishes.
Provide an example where you maintained professionalism and delivered a high-quality service despite not sharing your customers perspective.
What was the outcome?
What is the most challenging or complex thing you have had to learn.
What made it difficult and how did you learn it?
Closing date: Applications close 11:59pm, Sunday 14 September 2025.
For enquiries about the role, contact Michelle English - Regional Manager Northern Region, via email:
For enquiries about the recruitment process, contact Amy Cross, Talent Advisor on
Please do not send your applications directly via email, LinkedIn or SEEK.
Only applications submitted via iworkfornsw will be accepted.
Please Note
If you need an adjustment in the recruitment process, please contact People and Culture via email at
Offers of employment will be subject to reference checks and relevant clearances.
A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.
Thank you for your interest in this role.
We look forward to receiving your application
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