Associate – Estate Planning

Life Legacy Legal Pty Ltd; Brisbane; On-site; AUD 120,000 - 140,000; Full time

Job summary

Life Legacy Legal Pty Ltd is seeking a highly skilled and motivated solicitor to join our Brisbane CBD team, focusing on estate and succession planning. You will work autonomously with a director and senior associates on complex files, drafting Wills and powers of attorney, and advising clients.

The role emphasizes meticulous file management, client liaison, and development of tailored estate plans in collaboration with referrers and financial professionals.

Qualifications

• 4+ years’ PAE or 2+ years’ experience in succession law and/or related areas.
• Proven experience in drafting Wills and estate planning documents.
• Strong client communication and interpersonal skills.

Responsibilities

• Conduct due diligence investigations and report findings.
• Draft complex Wills, enduring powers of attorney and other estate planning documents.
• Develop tailored estate plans with clients, referrers, accountants and financial planners.
• Manage files with meticulous attention to legal and procedural detail.
• Collaborate with a director and senior associates on complex files.

Skills

Estate planning

Wills

Succession law

Client communication

Team collaboration

Tools

Actionstep

NetDocuments

Job description

At Life Legacy Legal, we believe estate planning should involve more than just making a Will. We take a holistic approach, partnering with our clients throughout their life’s journey to ensure their plans evolve with their goals, needs and circumstances, offering them peace of mind now and for the future.

For our team, we are committed to creating a supportive and dynamic workplace that values continuous improvement, excellence in client service and work-life balance. We are seeking a highly skilled and motivated solicitor who shares our approach to this strategic area of law to join our team.

About the role

You will be an integral part of our team, providing exceptional legal services to our clients in estate and succession planning.

You will spend most of your time working autonomously and with a director, with support from our estate planning senior associates, on complex estate planning files. Your responsibilities will include:

conducting due diligence investigations (relating to our clients’ existing documents, circumstances and asset ownership structures) and reporting on your findings;

drafting complex Wills, enduring powers of attorney and other estate planning documents;

working closely with clients, referrers, accountants and financial planners to develop tailored estate plans and asset protection strategies;

managing files with meticulous attention to legal and procedural detail; and

bringing technical expertise to the table.

Our salary package for this role starts from $125,000 (including superannuation).

About you

Although we are looking for an estate planning lawyer, we are also happy to hear from candidates with estate administration and/or estate litigation experience.

We are looking for someone who has:

4+ years’ PAE or 2+ years’ experience in succession law and/or related areas;

A desire to be more than mediocre – you want to be one of the best with

a deep interest in estate planning and succession law;

proven experience in Wills and estate planning;

technical excellence in law;

excellent communication and interpersonal skills, with a client-focused approach;

a proactive, solutions-oriented mindset;

proficiency in legal practice management software (we use Actionstep and NetDocuments);

impeccable attention to detail and accuracy; and

a collaborative spirit and commitment to ongoing professional development.

We are particularly interested in candidates with:

a rural/farming background;

experience in taxation (law or other); and/or

experience in commercial transactions/property/agribusiness.

Your values will also align with ours:

Support

We uplift each other, our clients and referrers, and our community.

Reliability

We keep our promises, and our team and clients can trust us to deliver.

Accountability

We own our actions, take responsibility and learn from every experience.

We never stop growing and we learn, adapt and innovate.

Balance

We always find the right balance in how we work and how we live and value wellness, perspective and sustainability.

Why Join Life Legacy Legal?

At Life Legacy Legal, our passion for what we do is reflected in our commitment to our clients and our team. We invest in our people, offering a supportive and collaborative environment with regular social activities. Our firm is known for its friendly atmosphere and dedication to providing premium legal services.

This full-time position offers a competitive salary, designed to reward your experience and dedication. This role is based in our Brisbane CBD office.

It's time to be part of a team that values excellence and fosters professional growth. It's time to embrace a role that lets you make a meaningful impact in the lives of our clients.