Estate Planning Specialist

5 days ago


Vijayawada, Andhra Pradesh, India beBeeTax Full time US$ 80,000 - US$ 1,20,000
Private Client Lawyer - Estate Planning Expert

We are seeking a highly skilled Private Client Lawyer to lead our estate planning team.

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.

Key Responsibilities:
  • Develop and execute comprehensive estate plans for high-net-worth individuals
  • Draft complex wills, 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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