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Will Consultant

State Trustees Limited
$73,685 - $93,302 a year
Victoria
Full time
3 weeks ago
  • 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.

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