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
- Proven case management experience across varying complexities
- Strong relationship building and customer service skills
- High attention to detail
- Ability to prioritise and manage own caseload
Nice to have
- Supportive
- Detail-oriented
- Client-focused
- Organised
- Proactive
Day to day
- Draft wills and estate planning documents with precision and care for clients with varying needs
- Manage estate planning cases from start to finish while communicating clearly with clients and external partners
- Maintain accurate records and ensure compliance with regulatory and professional standards
Hiring process
- Learn more about the recruitment process
- Learn more about inclusion commitments