Estate Planning Lawyer
Core
Provide exceptional estate planning advice, shaping and protecting the future of clients including professionals, SME owners, primary producers, and self-funded retirees.
Role type
Estate Planning Lawyer
Builds
Estate plans, succession strategies, and asset protection structures for regional clients.
Domain
Legal (Estate Planning, Succession Planning, Tax, Superannuation)
Required skills
Estate planning expertise, succession planning, estate administration, superannuation knowledge, tax structuring, asset protection, related party property transfers, drafting, accuracy, attention to detail
Preferred skills
Commercial acumen, client-focused approach, continuous improvement mindset, teamwork
Technologies
Legal drafting tools, case management software
Responsibilities
Undertake estate planning matters, manage succession planning, supervise paralegals in estate administration, advise on tax and superannuation, structure assets for protection
Seniority
Senior, experienced practitioner