Western Cape: Wills & Estate Planning Consultant posted by I Grow Wealth Investments

• Minimum 1 year of experience in drafting wills.
• Bilingual in Afrikaans and English (written and spoken).
• Excellent administrative skills.
• Attention to detail.
• Ability to work independently and meet deadlines.
• Knowledge of estate planning and related legal aspects will be considered a strong advantage.
• Strong problem-solving skills and logical thinking.
• Good written and verbal communication skills.

Duties and responsibilities include, but not limited to:

• Drafting wills in accordance with legal requirements and clients’ needs.
• Ensuring proper administration and record-keeping of all documentation.
• Communicating with clients in both Afrikaans and English to accurately capture their wishes.
• Ensuring that all processes are completed promptly, accurately, and professionally.
• Collaborating with internal team members and, where necessary, external stakeholders (e.g., attorneys, trustees).
• Providing clients with basic advice on will options and estate planning (where applicable).