South-Eastern location, full time in officeHelp clients plan for the future by preparing Wills, Power of Attorney and Appointment of Medical Treatment Decision MakerApplications close 9 August 2026About State TrusteesAt State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments.As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.About the RoleWe're looking for someone to join our experienced and supportive Wills team. In this client-facing role, you'll prepare Wills, Enduring Powers of Attorney (EPAs) and Appointment of Medical Treatment Decision Maker (AMTDMs), support clients to make informed decisions, and help promote State Trustees as a trusted executor and estate planning service provider.You'll also have the opportunity to participate in our Regional and Home Visitation programs, making this a rewarding role for someone who enjoys meaningful client contact.DutiesEngage with clients before and after their appointments to improve appointment outcomes, client satisfaction and retention.Meet with clients to prepare their Wills, Powers of Attorney and Appointment of Medical Treatment Decision Maker (AMTDMs).Prepare documents that reflect client wishes and comply with legal requirementsIdentify and escalate matters for legal review when neededEducate clients on the benefits of nominating State Trustees as Trustee,



Executor or Financial Attorney in documentsRefer clients to other services when relevantSkills & ExperienceCurrent Practicing Certificate or eligibility to obtain one (desirable)Experience preparing Wills, Powers of Attorney and Appointment of Medical Treatment Decision Maker (AMTDMs), including a sound understanding of the legal requirements for validity and efficacyStrong written and verbal communication skillsHigh attention to detail and a client-focused approachComfortable using Microsoft Office and working with client management systemsA working knowledge of relevant estate planning legislation (eg Wills Act, Administration and Probate Act, Powers of Attorney Act, Medical Treatment Planning and Decisions Act etc)Experience driving commercial outcomes including appointment volumes, upselling and cross-selling of complimentary servicesAbility to hit the ground running and thrive in a fast paced, client facing environmentEmployee BenefitsWe're proud to offer a range of benefits that support our team's wellbeing and growth:Versatile working conditionsCareer development opportunitiesHealth and wellbeing programsEducation assistancePurchased leaveEmployee assistance programReward and recognition programFree Will preparationRetail and lifestyle discountsCharitable workplace givingSocial club eventsHow to ApplyClick the Apply button to commence the application process. In your application, please include a cover letter and resume.We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background.
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📌 Wills Consultant (Melbourne)
🏢 State Of Victoria
📍 Melbourne