Estate Planning Attorney

Placements24; Newlands; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary +profit sharing

Fully remote position

Medical and retirement plan

Professional development support

Foundational role in a new practice

Job summary

Placements24 seeks an experienced Estate Planning Attorney to establish and lead a remote practice in Queenstown. You will advise clients on wills, trusts, wealth transfer and related strategies to protect assets and fulfill clients' wishes.

The role requires independent work, strong client relationships, and the ability to build efficient probate, tax planning and wealth-preservation processes from a remote location.

Qualifications

• Admitted Attorney with a minimum of 5 years of experience, specialising in estate planning, wills and trusts.
• In-depth knowledge of South African estate law and tax implications.
• Excellent client relationship and communication skills.
• Strong attention to detail and organizational abilities.
• Proficiency in estate planning software and legal research tools.
• Ability to work independently and manage a client base remotely.

Responsibilities

• Consult with clients to understand financial goals and family circumstances for estate planning.
• Draft and update wills, ensuring they meet legal requirements and client intentions.
• Advise on establishing and administering various types of trusts.
• Assist clients with power of attorney documents and advance healthcare directives.
• Guide clients through probate and estate administration.
• Provide advice on minimizing estate taxes and preserving wealth for future generations.

Skills

Estate planning

Wills & trusts

Legal research tools

Remote client management

Attention to detail

Tools

Estate planning software

Legal research tools

Job description

About the Role

Our client seeks an experienced Estate Planning Attorney to establish and lead their new practice in Queenstown . This role involves advising clients on comprehensive estate planning strategies, including wills, trusts, and wealth transfer. You will play a key role in helping individuals and families protect their assets and ensure their wishes are carried out. This is a unique opportunity to build and shape a critical legal service within the Eastern Cape region, serving a growing need for expert estate planning advice in a remote-first capacity.

Key Responsibilities

• Consult with clients to understand their financial goals and family circumstances for estate planning.


• Draft and update wills , ensuring they meet legal requirements and client intentions.


• Advise on the establishment and administration of various types of trusts .


• Assist clients with power of attorney documents and advance healthcare directives.


• Guide clients through the process of probate and estate administration.


• Provide advice on minimizing estate taxes and preserving wealth for future generations.

Requirements

• Admitted Attorney with a minimum of 5 years of experience, with a specialization in estate planning , wills, and trusts.


• In-depth knowledge of South African estate law and tax implications.


• Excellent client relationship and communication skills.


• Strong attention to detail and organizational abilities.


• Proficiency in estate planning software and legal research tools.


• Ability to work independently and manage a client base remotely.

Benefits

• Competitive salary with potential for profit sharing.


• Fully remote position offering maximum flexibility and autonomy.


• Company-sponsored medical and retirement savings plan.


• Support for professional development and continuing legal education.


• Opportunity to be a foundational member of a new legal service offering.