Wills and Trusts Strategist

1 week ago

Nellore, Andhra Pradesh, India beBeeSpecialist Full time US$ 1,20,000 - US$ 1,80,000
Lead Wills and Trusts Specialist

Opportunity Summary

We are seeking a seasoned wills and trusts professional to spearhead the development of our in-house legal offering.

Key Responsibilities:
  • Develop and execute a comprehensive strategy for in-house wills and trusts planning drafting and preparation.
  • Draft complex wills, discretionary trusts, deeds of variation, and powers of attorney.
  • Provide technical guidance and support to financial advisers and clients.
  • Ensure compliance and risk management for all legal outputs.
  • Build and manage a high-performing team as the service expands.
  • Maintain exceptional client care and confidentiality standards.
Requirements
  • TEP Practitioner designation.
  • At least 5 years' experience in wills, trusts, and estate planning.
  • Proven ability to handle complex High Net Worth/Ultra High Net Worth cases.
  • Strong understanding of inheritance tax, capital gains tax, and trust taxation issues.
  • Commercial acumen, collaborative mindset, and self-motivation with minimal supervision.

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