Job Details

Legal Assistant - Estate Planning

Category:

Legal

Employment Type:

Full Time

Industry:

Legal - Other

Contact Name:

Sarah

Contact Email:

sarah.swann@perigongroup.com.au

Contact Phone:

Date Published:

19-Nov-2025

Job Description:

  • Must have some experience with Estate Planning
  • Educational allowance offered to support professional development
  • Clear career pathway in a respected 70+ year established firm
  • Legal Assistant - Estate Planning Team
     
    Our client is a well-established law firm with a proud history spanning over 70 years, renowned for delivering expert, high-quality legal services across both business and personal matters. With a commitment to integrity, excellence, and client satisfaction, they continue to lead the way in providing innovative legal solutions.
    This is a fantastic opportunity to join a firm that values professional growth.
    • Salary: $80,000 - $110,000 + super
    • Location: Sydney CBD
    • WFH flexibility
     
    The Role
    We are seeking an experienced Legal Assistant with experience in wills, estate planning, and probate law to join a supportive and enthusiastic team of partners, associates, and junior lawyers.
    In this role, you will support the Estate Planning team in managing estate files, preparing legal documents, filing probate applications, and interacting with clients during sensitive life events. Some property experience would also be advantageous - but not a must!
     
    Key Responsibilities
    • Provide proactive administrative support throughout various stages of the estate planning process
    • Prepare confidential legal documents including Wills, Powers of Attorney, and Appointments of Enduring Guardianship
    • Draft probate court documents, including petitions, notices, and inventories
    • Manage client interactions with empathy and professionalism - taking calls, scheduling appointments, and handling enquiries
    • Support probate and estate administration processes
    • Maintain and organise client files, deadlines, and correspondence (both hard and soft copies)
    • Prepare correspondence, take dictation, and draft file notes
    • General administrative and secretarial duties
     
    What You Need to Succeed
    • Minimum 2 years' experience as a Legal Assistant
    • Estate Planning experience is essential
    • Understanding of estate planning and administration processes
    • Excellent client management and communication skills
    • Strong attention to detail and organisational abilities
    • Proficient in MS Office suite
    • Ability to work independently while collaborating effectively within a team
     
    What's On Offer
    • Ongoing support and funding for professional development, including education allowance to develop technical skills - the firm actively encourages further learning!
    • Gym membership
    • Firm-wide incentive plan
    • Participation in the Wellness Program with monthly activities and development opportunities
    • Access to Employee Assistance Program including free counselling, dietitian, and career coaching sessions
    • Many social activities throughout the year
    • The opportunity to establish and grow your reputation in a Mid-Tier Law Firm
     
    If you're an experienced Legal Assistant who has some experience in estate planning, I'd love to hear from you | sarah.swann@perigongroup.com.au
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