Senior Associate and Principal – Estate Planning (Sandgate)

Senior Associate and Principal – Estate Planning (Sandgate)

21 Jun
|
Life Legacy Legal
|
Sandgate

21 Jun

Life Legacy Legal

Sandgate

At Life Legacy Legal, we take a holistic approach to estate and succession planning and estate administration. We partner with our clients throughout their life journey to ensure their plans evolve with their goals, needs and circumstances, providing clarity and peace of mind now and into the future.

We are equally committed to our people. We foster a supportive, collaborative and dynamic workplace that values continuous improvement, excellence in client service and work-life balance.

We are looking for a Senior Associate who will also take on the role of Principal of our Sandgate office. This is an exciting leadership opportunity for an experienced lawyer who enjoys both practising at a high technical level and leading a close-knit team.

As Principal of the Sandgate office, you will play a key role in shaping the success of the office – mentoring and supporting your team while delivering exceptional outcomes for our clients.

About the role

You will be an integral member of our team, balancing two key responsibilities:

- delivering high-quality estate planning services to our clients; and
- leading and managing the Sandgate office and its team.

You will work closely with the firm’s directors and management team, as well as other senior lawyers, while enjoying autonomy in managing your own matters and leading your team. Your legal work responsibilities will include:
- learning and embracing our approach to estate and succession planning matters;
- running your own simple and complex estate planning (and related) matters from initial consultation through to final document signing;
- conducting due diligence investigations (relating to our clients’ existing documents, circumstances and asset ownership structures) and reporting on your findings;
- drafting simple and complex Wills, enduring powers of attorney and other estate planning documents;
- collaborating with clients, referrers,



accountants and financial planners to develop tailored estate plans and asset protection strategies;
- managing files with meticulous attention to legal and procedural detail; and
- bringing technical expertise to the table.

As Principal of the Sandgate office, you will also play a key leadership and operational role. Your responsibilities will include:
- leading, mentoring and supporting our Sandgate team;
- fostering a positive, high-performing and collaborative team culture aligned with the firm’s values;
- conducting regular one-on-one meetings and performance discussions with team members;
- supporting the professional development and growth of junior staff through training, guidance and mentoring;
- overseeing team resourcing to ensure efficient matter management and excellent client service;
- monitoring team performance, productivity and budgets and reporting to the firm’s directors;
- identifying opportunities to improve systems, processes and client service delivery;
- addressing staff issues proactively and constructively, escalating matters to the directors where required;
- supporting business development initiatives and maintaining strong relationships with referrers and the local community; and
- helping ensure the Sandgate office operates smoothly, efficiently and consistently with the firm’s standards and culture.

About you Although we are looking for an estate planning lawyer, we also welcome candidates with estate administration and/or estate litigation experience.

We are looking for someone who has:

- 4+ years PAE;




- 2+ years’ experience in estate planning, estate administration, estate litigation and/or related areas;
- a desire to be more than mediocre – you want to be one of the best;
- a genuine interest in estate planning and succession law;
- excellent communication and interpersonal skills;
- a proactive, solutions-oriented mindset;
- the ability to work autonomously and collaboratively;
- confidence in mentoring and supporting our team members;
- a desire to make a difference to people’s lives;
- proficiency in legal practice management software (we use Actionstep and NetDocuments); and
- impeccable attention to detail and accuracy.

Your values will also align with ours:

Support

We uplift each other, our clients and referrers, and our community.

Reliability

We keep our promises, and our team and clients can trust us to deliver.

Accountability

We own our actions, take responsibility and learn from every experience.

Continuous improvement

We never stop growing and we learn, adapt and innovate.

Balance

We always find the right balance in how we work and how we live and value wellness, perspective and sustainability.

Why Join Life Legacy Legal?

At Life Legacy Legal, our passion for what we do is reflected in our commitment to our clients and our team. We invest in our people, offering a supportive and collaborative environment with regular social activities. Our firm is known for its friendly atmosphere and dedication to providing premium legal services.

This full-time position offers a competitive salary, designed to reward your experience and dedication. This role is based in our Sandgate office.

Join Life Legacy Legal and be a part of a team that values excellence and fosters qualified growth. It's time to embrace a role that lets you make a meaningful impact in the lives of our clients.

To know more, contact Stephanie Kelly on (phone hidden)

📌 Senior Associate and Principal – Estate Planning (Sandgate)
🏢 Life Legacy Legal
📍 Sandgate

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