Legal Advisor

RecruitMyMom; Sandton; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A financial planning organization is seeking a qualified Senior Legal Advisor in Sandton, South Africa. You will be responsible for drafting Wills and trust documents while providing legal advice on estate planning. Candidates must have an LLB degree, be an admitted attorney, and possess over 5 years of experience in wills, estates, or trusts. Proficiency in Microsoft Office and strong attention to detail are essential. This full-time role offers the opportunity to impact clients' legacies positively.

Qualifications

• Minimum of 5+ years’ practical legal experience, ideally in wills, estates, or trusts.
• Strong attention to detail and ability to manage multiple workflows efficiently.

Responsibilities

• Draft and review Wills, Living Wills, Letters of Wishes, and trust documents.
• Provide legal advice on estate planning matters and participate in client meetings.
• Engage directly with clients, financial planners, beneficiaries, and co-trustees.

Skills

Legal expertise in estate and trust law

Attention to detail

Client management

Organisational skills

Education

LLB degree and admitted attorney in South Africa

Tools

Microsoft Office

SharePoint

Teams

Job description

Sandton, South Africa | Posted on 02/12/2025

An established and up-marketing financial planning organisation is seeking a qualified attorney, LLB and admitted, to play a pivotal role in safeguarding our clients’ legacies. This is an exceptional opportunity to apply your legal expertise in estate and trust law while providing clients with confidence, clarity, and peace of mind.

As Senior Legal Advisor, you will ensure every Will and trust document is meticulously drafted and fully compliant. Your work will extend to independent trusteeship, ad hoc trust instructions, and legal advisory support across a broad range of fiduciary matters. This is a role where precision, care, and efficiency are essential, and where your contribution directly impacts the security and satisfaction of our clients.

This is a full time, in office role (Monday - Friday)

Key Responsibilities

• Draft and review Wills, Living Wills, Letters of Wishes, and trust documents, ensuring full compliance and accuracy.
• Provide legal advice on estate planning matters and participate in client meetings alongside the Director.
• Engage directly with clients, financial planners, beneficiaries, and co-trustees, providing clear guidance and support.
• Administer trusts, including independent trusteeship and ad hoc trust instructions, ensuring compliance with legal, fiduciary, and regulatory obligations.
• Oversee legal documentation for new inter-vivos and testamentary trusts, amendments, and resolutions.
• Minimum of 5+ years’ practical legal experience, ideally in wills, estates, or trusts.
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint); experience with SharePoint and Teams advantageous.
• Strong attention to detail, organisational skills, and ability to manage multiple workflows efficiently.
• Empathetic, professional, and confident in client-facing situations.
• Sound working knowledge of fiduciary, estate, and trust legal principles.

Qualifications

• LLB degree and admitted attorney in South Africa.
• Minimum of 5+ years’ practical legal experience, ideally in Wills, estates, or trusts.
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint); experience with SharePoint and Teams advantageous.
• Strong attention to detail, organisational skills, and ability to manage multiple workflows efficiently.

Why This Role
This is an opportunity to make a tangible difference in the lives of clients and their families. Your expertise will directly contribute to protecting legacies, ensuring clients’ wishes are honoured, and providing peace of mind to those who trust us with some of their most important decisions.