Attorney – Trusts and Wills

• Draft, review, and advise on trusts, wills, and related estate planning instruments.
• Provide legal advice on estate planning, fiduciary duties, and tax implications of wills and trusts.
• Administer deceased estates and trusts, including liaising with the Master of the High Court and SARS.
• Interpret and explain legal terms and implications to clients in accessible language.
• Assist clients in the creation and registration of inter vivos and testamentary trusts.
• Ensure compliance with the Wills Act, Trust Property Control Act, Administration of Estates Act, and related legislation.
• Work closely with financial advisors, tax consultants, and fiduciary specialists.
• Represent the firm in client meetings, workshops, and other professional forums.
• Maintain accurate legal records and prepare legal reports for clients and stakeholders.
• Stay abreast of changes in estate, tax, and fiduciary law.

• LLB degree (essential).
• Admitted Attorney of the High Court of South Africa.
• At least 3-5 years post-admission experience, with a focus on wills, trusts, estate planning, and deceased estates.
• Experience working in a private client or fiduciary law environment preferred.

• Strong technical knowledge of wills, trusts, and estate law.
• Excellent drafting skills.
• High attention to detail and accuracy.
• Strong ethical and professional standards.
• Ability to communicate complex legal information clearly.
• Client-centric approach with strong interpersonal skills.
• Organised and deadline-driven.

• Postgraduate qualification in Tax or Estate Planning (advantageous).
• Member of FISA (Fiduciary Institute of Southern Africa) preferred.
• Experience with fiduciary software (e.g., LegalSuite, GhostPractice).

ExecutivePlacements.com