High-Net-Worth Estate Planning Specialist

3 days ago


Surat, Gujarat, India beBeeEstate Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Private Client Lawyer Opportunity

 

We are seeking a highly experienced Private Client Lawyer to lead the development of our in-house legal wills and trusts offering.

The successful candidate will work closely with financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth clients.

Estate planning structures involve the setup of wills and accompanying trusts. The ideal candidate will have experience drafting complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney.

Key Responsibilities:

  • Lead the development of our in-house legal wills and trusts offering.
  • Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney.
  • Provide technical guidance and support to financial advisers and clients.
  • Oversee compliance and risk management for legal outputs.
  • Build and manage a small team as the service expands.
  • Maintain the highest standards of client care and confidentiality.

Requirements:

  • Full TEP Practitioner.
  • Minimum 5 years' experience in wills, trusts, and estate planning.
  • Proven ability to handle complex HNW/UHNW client cases.
  • Strong understanding of IHT, CGT, and trust taxation issues.
  • Commercially minded, collaborative, and able to operate with minimal supervision.
  • Comfortable working within a financial services environment.


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