Legal advisor estate planning
Core
Advise entrepreneurs and business families on wealth protection, succession, and transfer strategies, translating complex legal and fiscal issues into sustainable solutions.
Role type
Legal advisor estate planning
Builds
Wealth protection and succession strategies for entrepreneurs and business families
Domain
Legal and tax advisory for estate planning
Deliverable
client delivery
Required skills
Civil law, family wealth law, wealth taxation, drafting legal documents and contracts, analyzing legal and fiscal issues, collaborating with accountants and tax experts
Preferred skills
Building long-term client relationships, explaining complex matters clearly, working in a multidisciplinary team
Technologies
Legal document drafting tools, contract management systems
Responsibilities
Advise clients on wealth and succession planning; draft legal documents including wills, marriage contracts, and foundation agreements; analyze legal and fiscal questions; collaborate with accounting, tax, and legal colleagues; monitor new legislation and translate it into practical advice
Seniority
Junior to Mid-level (1-4 years experience)