Will Writer
Skills
Advising ClientsCoachingEstate PlanningInclusive Team BuildingInclusive Team LeadershipLegal WritingRecruiting
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Previous experience drafting wills and advising on estate planning matters
- Experience taking client instructions and handling technically complex estate planning work
- Experience managing caseloads of varying complexity while meeting billing and productivity targets
- Strong relationship-building skills and commitment to excellent customer service
- High attention to detail
- Ability to prioritise and manage your own caseload
Nice to have
- Customer-focused
- Detail-oriented
- Organised
- Proactive
- Supportive
Day to day
- Draft wills and powers of attorney with accuracy and care for a range of estate planning needs
- Manage client cases proactively from initial instructions through to successful completion while providing clear remote support
- Communicate with clients and external partners in a professional manner and maintain compliant records on internal systems
Hiring process
- Online application
- Interview process
- Support for adjustments if needed