Head - Will & Estate

5 months ago

Mumbai, India corp source one speed Full time

Responsibilities:

  • Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements
  • Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters
  • Develop and implement strategies to grow the department, enhance client satisfaction, and maintain a competitive edge in the industry.
  • Stay abreast of legal, regulatory, and market changes affecting estate planning and incorporate necessary adjustments into service offerings
  • Conduct detailed consultations with clients to understand their estate planning needs, financial goals, and family circumstances
  • Design and oversee the preparation of customized wills, trust documents, powers of attorney, and other relevant legal documents
  • Coordinate with financial advisors, accountants, and other professionals to ensure comprehensive estate planning solutions
  • Manage and resolve complex estate planning and provide end-to-end solutions to clients
  • Mentor and develop team members, fostering an environment of continuous learning and professional growth


Skills:

  • Excellent interpersonal and communication skills
  • Strong analytical and problem-solving skills
  • Commitment to staying informed on changes in laws and industry practices


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