Private Client Wills Trusts Specialist Lead

3 days ago


Kota, Rajasthan, India beBeeClient Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
About the Role

We are seeking an experienced Private Client Lawyer to lead our wills and trusts planning drafting and preparation initiative.

This is a remote opportunity that requires a strong understanding of IHT, CGT, and trust taxation issues.

Key Responsibilities
  • Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney
  • Lead the development of our in-house legal wills and trusts offering
  • Provide technical guidance and support to financial advisers and clients
  • Oversee compliance and risk management for legal outputs
  • Build and manage a small, high-performing 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
  • Commercially minded, collaborative, and able to operate with minimal supervision
  • Comfortable working within a financial services environment


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