Experienced Estate Planning Specialist

4 days ago


Nellore, Andhra Pradesh, India beBeeEstate Full time ₹ 20,00,000 - ₹ 25,00,000
Job Description

We are seeking a highly experienced TEP Practitioner to lead our in-house legal wills and trusts offering. The successful candidate will work closely with our financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth clients.

This is a senior role with the potential to shape and scale a new legal function within our business. The Will planning structures do involve the set up of a Will and accompanying pilot Trusts.

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, 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
  • 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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