Estate Planning Co-ordinator

If gold stars were being handed out, you'd earn a bunch of them for:

• High attention to detail and organisational skills
• Ability to manage competing priorities and work unsupervised
• Exceptional written and verbal communication
• Willingness to pitch in and be part of a small, dynamic, and energetic team
• Passion for people and providing human-centred care

• 3+ years of experience in senior administration or in a legal practice
• Experience in end-to-end file management, including client liaison, data entry, document preparation and management
• A proven ability to work as part of a small, dynamic team
• A fundamental understanding of the accuracy and confidentiality required when handling sensitive information
• Proficiency in Microsoft 365 Suite and familiarity with LEAP Legal Practice Management software (or similar)
• Experience using Dropbox, Canva & Adobe

Reporting to the Principal Lawyer, you will work closely with our Estate Management Co-ordinator and other support staff to help deliver an exceptionally high standard of estate planning services. Your tasks will include, but not be limited to:

• Respond to phone, online, and email client enquiries specifically relating to estate planning
• Diary management, including setting follow-up appointments, sending reminders, and rescheduling appointments
• Opening matter files in Leap
• Management of attendance notes and data entry
• Document preparation and management, including drafting and amending documents, printing and preparing for signing, scanning, filing, and registering with relevant organisations.
• Preparation and management of other estate planning documents, including Advance Care Directives, Binding Death Benefit Nominations, and Enduring Powers Of Attorney forms
• Preparation of supporting documents, client emails, and external communications
• Preparation of cost agreements and tax invoices
• Attend will signings and other client-facing appointments when required