High Net Worth Estate Planning Lawyer

7 days ago


Meerut, Uttar Pradesh, India beBeeEstate Full time ₹ 20,00,000 - ₹ 25,00,000

Job Opportunity

We are seeking an experienced professional to lead the development of our in-house legal wills and trusts offering.

The ideal candidate will have a strong understanding of estate planning, inheritance tax mitigation, and long-term wealth structuring for high-net-worth clients.

Key Responsibilities:

  • Develop and implement effective estate planning solutions for high-net-worth clients.
  • 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 qualification.
  • A minimum of 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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