Head- Will

Responsibilities:

Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirementsProvide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax mattersDevelop 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 offeringsConduct detailed consultations with clients to understand their estate planning needs, financial goals, and family circumstancesDesign and oversee the preparation of customized wills, trust documents, powers of attorney, and other relevant legal documentsCoordinate with financial advisors, accountants, and other professionals to ensure comprehensive estate planning solutionsManage and resolve complex estate planning and provide end-to-end solutions to clientsMentor and develop team members, fostering an environment of continuous learning and professional growth

Skills:

Excellent interpersonal and communication skillsStrong analytical and problem-solving skillsCommitment to staying informed on changes in laws and industry practices

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