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Head – Will and Estate Planning
4 weeks ago
Experience & Qualification
• 12 to 15 years of experience in wills, estate planning, and trust administration.
• Should have a Bachelors degree in Law (LLB).
Skills Required
• Excellent interpersonal and communication skills.
• Strong analytical and problem-solving skills.
• Commitment to staying informed on changes in laws and industry practices.
Job Responsibilities
• Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements.
• Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters.
• Develop and implement strategies to grow the department, enhance client satisfaction, and maintain a competitive edge in the industry.
• Stay abreast of legal, regulatory, and market changes affecting estate planning and incorporate necessary adjustments into service offerings.
• Conduct detailed consultations with clients to understand their estate planning needs, financial goals, and family circumstances.
• Design and oversee the preparation of customized wills, trust documents, powers of attorney, and other relevant legal documents.
• Coordinate with financial advisors, accountants, and other professionals to ensure comprehensive estate planning solutions.
• Manage and resolve complex estate planning and provide end-to-end solutions to clients.
• Mentor and develop team members, fostering an environment of continuous learning and professional growth.
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