Job Description

Job Title: Advocate - Trust & Estate Law Specialist

Experience:

Minimum 3-5 years with hands-on expertise in Succession Law, estate planning, and civil matters related to private family trusts

About This Opportunity

Join our prestigious Chartered Accountancy firm and become an integral part of a dynamic legal-financial advisory team. We offer a unique opportunity to work alongside seasoned Chartered Accountants in a collaborative environment where legal expertise meets financial acumen. Our firm has established itself as a leader in taxation, accounts, and regulatory services, and we are expanding our specialized legal advisory division to better serve our discerning clientele.

This role presents an exceptional opportunity for a qualified Advocate to develop comprehensive expertise at the intersection of law and finance, working closely with CAs to deliver holistic wealth management and succession planning solutions.

Key Responsibilities

Legal Documentation & Compliance:

Draft, review, and finalize comprehensive trust deeds, estate planning documents, and succession-related legal instruments Prepare amendments to existing trust structures and related legal documentation Ensure all legal documents comply with current Succession Law and estate planning regulations Handle complex registrations with relevant statutory authorities and regulatory bodies

Client Advisory & Consultation:

Conduct detailed analysis of client requirements through strategic on-site consultations Design and recommend optimal legal structures for private family trusts and estate planning Provide expert guidance on civil matters pertaining to family wealth preservation and succession Deliver customized legal solutions aligned with clients' long-term financial and succession objectives

Cross-functional Collaboration:

Work seamlessly with our team of Chartered Accountants to ensure integrated tax and legal planning Coordinate with internal stakeholders and external consultants for comprehensive service delivery Participate in multidisciplinary client presentations and strategy sessions

Essential Requirements

Legal Expertise:

Demonstrable hands-on experience in

Succession Law

and estate planning matters Strong foundation in

civil law

as it relates to private family trusts and wealth structures Proven track record in drafting complex trust deeds, wills, and succession documents Experience with trust registrations and regulatory compliance procedures

Professional Skills:

Exceptional legal drafting and document review capabilities Strong analytical skills for structuring complex family wealth arrangements Excellent client relationship management and professional communication skills Flexibility to conduct client consultations at their premises when required

Collaborative Mindset:

Enthusiasm for working in an interdisciplinary environment with Chartered Accountants Ability to integrate legal solutions with financial and tax planning strategies Strong coordination skills for managing multiple stakeholders

What We Offer

Professional Growth:

Unique opportunity to work at the convergence of law and chartered accountancy Exposure to high-value, complex family wealth and succession planning matters Continuous learning environment with access to cutting-edge legal and financial knowledge Career advancement opportunities within our expanding legal advisory division

Compensation & Benefits:

Highly competitive compensation package, negotiable based on experience and expertise Performance-based incentives aligned with client satisfaction and business growth Comprehensive benefits including paid sick leave Flexible work arrangements for exceptional candidates

Work Environment:

Professional, growth-oriented atmosphere with established market reputation Collaborative culture fostering innovation in legal-financial advisory services Access to sophisticated resources and technology platforms

Application Process

We invite qualified candidates to submit:

Updated resume

highlighting relevant experience in Succession Law and estate planning

Detailed cover letter

outlining your hands-on experience with: Private family trust matters Estate planning and succession law cases Civil matters related to wealth structures Any collaborative experience with financial professionals

Job Type:

Full-time

Work Location:

In person

Job Type: Full-time

Pay: ?75,000.00 - ?100,000.00 per month

Benefits:

Paid sick time
Work Location: In person