Will Consultant

• South-Eastern location, full time in office
• Help clients plan for the future by preparing Wills and Powers of Attorney
• Applications close 1 July 2025

About State Trustees

We are the Public Trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

We employ people from a range of backgrounds and industries within a client-focused environment that is supportive, inclusive and team-oriented. For more information visit www.statetrustees.com.au

About the Role

We're looking for someone to join our experienced and supportive Wills team. In this client-facing role, you'll prepare Wills, Powers of Attorney and Medical Treatment Decision Maker documents, support clients to make informed decisions, and help promote State Trustees as a trusted executor and estate planning service provider.

The role is primarily onsite based in Melbourne's South-Eastern Suburbs, however some travel to other areas of Victoria will also be required.

Duties

• Engage with clients before and after their appointments to improve appointment outcomes, client satisfaction and retention.
• Meet with clients to prepare their Wills and Powers of Attorney.
• Prepare documents that reflect client wishes and comply with legal requirements
• Identify and escalate matters for legal review when needed
• Educate clients on the benefits of nominating State Trustees as Trustee, Executor or Financial Attorney in documents
• Refer clients to other services when relevant

Skills & Experience

• Current Practicing Certificate or eligibility to obtain one immediately
• Experience preparing Wills and Powers of Attorney, including a sound understanding of the legal requirements for validity and efficacy
• Strong written and verbal communication skills
• High attention to detail and a client-focused approach
• Comfortable using Microsoft Office and working with client management systems
• A working knowledge of relevant estate planning legislation (eg Wills Act, Administration and Probate Act, Powers of Attorney Act etc)
• Experience driving commercial outcomes including appointment volumes, upselling and cross-selling of complimentary services
• Ability to hit the ground running and thrive in a fast paced, client facing environment

Employee Benefits

• We're proud to offer a range of benefits that support our team's wellbeing and growth:
• Flexible working conditions
• Career development opportunities
• Health and wellbeing programs
• Education assistance
• Purchased leave
• Employee assistance program
• Reward and recognition program
• Free Will preparation
• Retail and lifestyle discounts
• Charitable workplace giving
• Social club events

How to Apply

Click Apply to submit your application with a cover letter and CV.

We value diversity and strive to create a workplace where everyone feels they belong. We welcome applicants of all backgrounds and identities—if you think you're a good fit, we'd love to hear from you.

Applications close Tuesday 1 July 2025 at 11.59PM