Wills and Estate Planning Admin (AU) (AO-13747)

This is a remote position.

ABOUT ACCESS OFFSHORING:

We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent we also help Australian businesses implement best practice when it comes to building an offshore team.

ABOUT THE CLIENT:

Our Client is a boutique Australian law firm providing a wide range of legal services with a focus on personalised clientcentred advice.

The firm has multiple offices across Queensland including in Toowong Albany Creek and Noosa / Tewantin. The practice provides legal assistance to a wide range of clients both locally interstate and internationally and specialises in assisting defence force personnel with private legal issues.

JOB SUMMARY:

We are seeking a highly motivated and organized individual to join our team as a Wills & Estate Planning Admin. The successful candidate will play a crucial role in supporting lawyers and ensuring the smooth operation of our legal practice.

KEY RESPONSIBILITIES:

Wills

• Open and manage files
  

• Send Will Instruction forms to clients
  

• Arrange appointments for clients requesting in-person meetings
  

• Draft letters confirming client instructions and generate invoices
  

• Draft Wills Enduring Powers of Attorney and Advance Health Directives
  

• Send copies of signed documents to clients with final correspondence
  

Estates

• Open and manage files
  

• Draft Probate Applications and Letters of Administration
  

• Arrange advertising and provide notice to the Public Trustee
  

• Draft Client Services Agreements Disclosure Notices and initial letters to clients
  

• Arrange appointments for signing applications
  

• Order title searches and draft Records of Death and Transmission Applications
  

• Draft letters to banks superannuation funds and retirement villages for release of assets
  

• Source bank and institution-specific forms
  

• Enter time into LEAP for billing purposes
  

Requirements

SKILLS & QUALIFICATIONS:

• Strong administrative and organisational skills with high attention to detail
  

• Clear written and verbal communication skills
  

• Ability to manage multiple files and meet deadlines
  

• Experience drafting legal documents and correspondence
  

• Client-focused with a professional and empathetic approach
  

• Proficiency in Microsoft Office and legal practice management software (LEAP preferred but not essential)
  

• Previous experience in a legal administration role (wills & estates preferred)
  

• Legal administration qualification (Certificate IV in Legal Services or similar desirable)
  

Benefits