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Wills and Estate Planning Consultant

Department of Communities and Justice
USD 84,659 - USD 92,701
New South Wales
Full time
1 day ago

Wills and Estate Planning Consultant (Wollongong) – NSW Trustee and Guardian 

We are looking for a keen and motivated Consultant to join the Wills and Estates Planning team and help make a difference to our customers.  

About us  

At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

Our commitment to diversity 

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds. 

About the team  

The Estate Planning and Administration division is responsible for delivering NSW Trustee & Guardian’s commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.  

The Wills and Estate Planning team provides a fully accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney and Enduring Guardianship documents each year, helping customers to plan ahead and document their last wishes. 

About the role 

The primary purpose of this role is to deliver professional, high-quality, and timely Wills and Estate Planning services to the NSW community. This includes drafting simple planning ahead documents and contributing to team performance within the Wills and Estate Planning Network. The role aims to increase market share and provide direct and timely administrative support to ensure a seamless end-to-end service that is both customer and outcome focussed. The successful candidate will be responsible for delivering services that align with NSW Trustee and Guardian’s Customer Excellence Principles, drafting and executing legally compliant Wills and Estate Planning instruments, and coordinating venue hire logistics for Plan Ahead Days and community engagement activities. 

Key accountabilities include undertaking pre and post-appointment activities to ensure timely and quality service delivery, assisting with local community engagement events to boost brand awareness, and maintaining a contemporary approach to service delivery through various strategies, including face-to-face and video conferencing. The role also involves managing high work outputs and competing demands to generate favourable customer outcomes, while balancing consistency in service delivery across a large geographic area to meet the diverse needs of NSW Trustee and Guardian’s customer base. 

For more information about the position, view the role description. 

About you 

An application is encouraged if you: 

Sound like you? We would love to hear from you! 

Essential requirements   

What we offer 

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include: 

Be part of something bigger. For more information about joining us, visit the Careers page on our website.

How to apply 

To apply for this role: 

  1. In this role, you need to be able to build and maintain a trusted relationship with your customer as you help document their wishes. Provide an example where you maintained professionalism and delivered a high-quality service despite not sharing your customers perspective. What was the outcome? 

  1. What is the most challenging or complex thing you have had to learn. What made it difficult and how did you learn it? 

 
Read: writing your job application for tips with the application process. 

Closing date 

Applications close 11:59pm, Thursday 21st August 2025. 

For enquiries about the role, please contact Emma Winnell - Regional Manager Southern Region, via email: [email protected] 

For enquiries about the recruitment process, please contact Amy Cross, Talent Advisor on [email protected] 

Please do not send your applications directly via email, LinkedIn or SEEK. Only applications submitted via iworkfornsw will be accepted.  

Please note: 

Thank you for your interest in this role. We look forward to receiving your application. 

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