Innovative Executor Leader

3 days ago

India beBeeEstatePlanning Full time US$ 1,00,000 - US$ 1,50,000
Executive Wills Specialist – Leading the Way in Estate Planning

As an Executive Wills Specialist, you will play a pivotal role in shaping our in-house legal wills and trusts offering. Your expertise will be invaluable in crafting complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney.

The ideal candidate will have a strong understanding of IHT, CGT, and trust taxation issues. They will also possess excellent technical skills, commercial acumen, and the ability to work collaboratively within a financial services environment.

This is a fantastic opportunity for a skilled practitioner to take on a leadership role, overseeing compliance and risk management for legal outputs while building and managing a high-performing team.

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.

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.

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