Advocate - Trust & Estate Law Specialist

Job Title: Advocate - Trust & Estate Law Specialist

Experience: Minimum 3-5 years with hands-on expertise in Succession Law, estate planning, and civil matters related to private family trusts

About This Opportunity

Join our prestigious Chartered Accountancy firm and become an integral part of a dynamic legal-financial advisory team. We offer a unique opportunity to work alongside seasoned Chartered Accountants in a collaborative environment where legal expertise meets financial acumen. Our firm has established itself as a leader in taxation, accounts, and regulatory services, and we are expanding our specialized legal advisory division to better serve our discerning clientele.

This role presents an exceptional opportunity for a qualified Advocate to develop comprehensive expertise at the intersection of law and finance, working closely with CAs to deliver holistic wealth management and succession planning solutions.

Key Responsibilities

Legal Documentation & Compliance:

• Draft, review, and finalize comprehensive trust deeds, estate planning documents, and succession-related legal instruments
• Prepare amendments to existing trust structures and related legal documentation
• Ensure all legal documents comply with current Succession Law and estate planning regulations
• Handle complex registrations with relevant statutory authorities and regulatory bodies

Client Advisory & Consultation:

• Conduct detailed analysis of client requirements through strategic on-site consultations
• Design and recommend optimal legal structures for private family trusts and estate planning
• Provide expert guidance on civil matters pertaining to family wealth preservation and succession
• Deliver customized legal solutions aligned with clients' long-term financial and succession objectives

Cross-functional Collaboration:

• Work seamlessly with our team of Chartered Accountants to ensure integrated tax and legal planning
• Coordinate with internal stakeholders and external consultants for comprehensive service delivery
• Participate in multidisciplinary client presentations and strategy sessions

Essential Requirements

Legal Expertise:

• Demonstrable hands-on experience in Succession Law and estate planning matters
• Strong foundation in civil law as it relates to private family trusts and wealth structures
• Proven track record in drafting complex trust deeds, wills, and succession documents
• Experience with trust registrations and regulatory compliance procedures

Professional Skills:

• Exceptional legal drafting and document review capabilities
• Strong analytical skills for structuring complex family wealth arrangements
• Excellent client relationship management and professional communication skills
• Flexibility to conduct client consultations at their premises when required

Collaborative Mindset:

• Enthusiasm for working in an interdisciplinary environment with Chartered Accountants
• Ability to integrate legal solutions with financial and tax planning strategies
• Strong coordination skills for managing multiple stakeholders

What We Offer

Professional Growth:

• Unique opportunity to work at the convergence of law and chartered accountancy
• Exposure to high-value, complex family wealth and succession planning matters
• Continuous learning environment with access to cutting-edge legal and financial knowledge
• Career advancement opportunities within our expanding legal advisory division

Compensation & Benefits:

• Highly competitive compensation package, negotiable based on experience and expertise
• Performance-based incentives aligned with client satisfaction and business growth
• Comprehensive benefits including paid sick leave
• Flexible work arrangements for exceptional candidates

Work Environment:

• Professional, growth-oriented atmosphere with established market reputation
• Collaborative culture fostering innovation in legal-financial advisory services
• Access to sophisticated resources and technology platforms

Application Process

We invite qualified candidates to submit:

• Updated resume highlighting relevant experience in Succession Law and estate planning
• Detailed cover letter outlining your hands-on experience with:
• Private family trust matters
• Estate planning and succession law cases
• Civil matters related to wealth structures
• Any collaborative experience with financial professionals

Job Type: Full-time

Work Location: In personJob Title: Advocate - Trust & Estate Law Specialist

Experience: Minimum 3-5 years with hands-on expertise in Succession Law, estate planning, and civil matters related to private family trusts

About This Opportunity

Join our prestigious Chartered Accountancy firm and become an integral part of a dynamic legal-financial advisory team. We offer a unique opportunity to work alongside seasoned Chartered Accountants in a collaborative environment where legal expertise meets financial acumen. Our firm has established itself as a leader in taxation, accounts, and regulatory services, and we are expanding our specialized legal advisory division to better serve our discerning clientele.

This role presents an exceptional opportunity for a qualified Advocate to develop comprehensive expertise at the intersection of law and finance, working closely with CAs to deliver holistic wealth management and succession planning solutions.

Key Responsibilities

Legal Documentation & Compliance:

• Draft, review, and finalize comprehensive trust deeds, estate planning documents, and succession-related legal instruments
• Prepare amendments to existing trust structures and related legal documentation
• Ensure all legal documents comply with current Succession Law and estate planning regulations
• Handle complex registrations with relevant statutory authorities and regulatory bodies

Client Advisory & Consultation:

• Conduct detailed analysis of client requirements through strategic on-site consultations
• Design and recommend optimal legal structures for private family trusts and estate planning
• Provide expert guidance on civil matters pertaining to family wealth preservation and succession
• Deliver customized legal solutions aligned with clients' long-term financial and succession objectives

Cross-functional Collaboration:

• Work seamlessly with our team of Chartered Accountants to ensure integrated tax and legal planning
• Coordinate with internal stakeholders and external consultants for comprehensive service delivery
• Participate in multidisciplinary client presentations and strategy sessions

Essential Requirements

Legal Expertise:

• Demonstrable hands-on experience in Succession Law and estate planning matters
• Strong foundation in civil law as it relates to private family trusts and wealth structures
• Proven track record in drafting complex trust deeds, wills, and succession documents
• Experience with trust registrations and regulatory compliance procedures

Professional Skills:

• Exceptional legal drafting and document review capabilities
• Strong analytical skills for structuring complex family wealth arrangements
• Excellent client relationship management and professional communication skills
• Flexibility to conduct client consultations at their premises when required

Collaborative Mindset:

• Enthusiasm for working in an interdisciplinary environment with Chartered Accountants
• Ability to integrate legal solutions with financial and tax planning strategies
• Strong coordination skills for managing multiple stakeholders

What We Offer

Professional Growth:

• Unique opportunity to work at the convergence of law and chartered accountancy
• Exposure to high-value, complex family wealth and succession planning matters
• Continuous learning environment with access to cutting-edge legal and financial knowledge
• Career advancement opportunities within our expanding legal advisory division

Compensation & Benefits:

• Highly competitive compensation package, negotiable based on experience and expertise
• Performance-based incentives aligned with client satisfaction and business growth
• Comprehensive benefits including paid sick leave
• Flexible work arrangements for exceptional candidates

Work Environment:

• Professional, growth-oriented atmosphere with established market reputation
• Collaborative culture fostering innovation in legal-financial advisory services
• Access to sophisticated resources and technology platforms

Application Process

We invite qualified candidates to submit:

• Updated resume highlighting relevant experience in Succession Law and estate planning
• Detailed cover letter outlining your hands-on experience with:
• Private family trust matters
• Estate planning and succession law cases
• Civil matters related to wealth structures
• Any collaborative experience with financial professionals

Job Type: Full-time

Work Location: In person

Job Type: Full-time

Pay: ₹75, ₹100,000.00 per month

Benefits:

• Paid sick time

Work Location: In person