Estate & Wealth Planning Counsel

Hammerjack Pty Ltd; Philippines; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

Hammerjack Pty Ltd in the Philippines is seeking a legal professional to support wealth planning for clients, including trusts and estate planning. You will meet with clients, draft documents, and provide advisory services to implement estate plans, while coordinating with internal teams.

The role requires strong legal writing, research, and stakeholder management skills, with ability to handle multiple priorities in a fast-paced environment and ensure compliance with trust and regulatory

Qualifications

• Experience with trusts, estate planning tools, and admin services.
• Ability to independently manage legal research, drafting, documentation, and client matters.

Responsibilities

• Meet clients to discuss estate planning, trust structures, and related services.
• Prepare wealth plans, proposals, computations, reports, and coordinate with teams.
• Draft and monitor personal management trusts and related documents.
• Provide legal advisory services and draft agreements, family constitutions, and related documents.
• Support sales and client meetings with estate planning advice or legal input.
• Organize manuals, process flow guidelines, and teaching materials for clients.

Skills

Legal research

Drafting & writing

Client communication

Stakeholder management

Estate planning knowledge

Job description

Hammerjack Pty Ltd in the Philippines is seeking a legal professional to support wealth planning for clients, including trusts and estate planning. You will meet with clients, draft documents, and provide advisory services to implement estate plans, while coordinating with internal teams.

The role requires strong legal writing, research, and stakeholder management skills, with ability to handle multiple priorities in a fast-paced environment and ensure compliance with trust and regulatory