Leader, Wills & Estates team and Lawyer

  • LadyBird Law
  • Sep 23, 2021
Full-time PLT Work Experience Placement

Job Description

STUDENT PLACEMENT - KEY LEARNING OPPORTUNITIES

  • Learn the overall working of a Wills and Estate Planning business
  • Exposure to the LadyBird Conveyancing
  • Test the waters to see if this is the career pathway for you!

 PRIMARY WORK EXPERIENCE PLACEMENT FUNCTION & TASKS

  • Get exposure to all phases of the business – Prospecting, Preparation for meeting with clients, Meeting with clients, Core work, and all administration phases post the final meeting
  • Manage all enquiries/referrals into our custom-built software and industry software LEAP and maintain all elements relating to the client journey.
  • Send initial letters from LEAP to the client with Trust Account authorities
  • Set up client zoom and face to face meetings and issue relevant letters and advice through the client’s journey.
  • Create invoices in LEAP, issue draft invoices to the client and receipt in LEAP any monies received into trust
  • Drafting of Wills, Enduring Power of Attorney’s (EPOAs), Statutory Declarations and Advance Health Directives.
  • Completion of Binding Death Benefit Nomination Forms for Super/Insurance
  • Send final letter to the clients with a copy of their documents
  • Manage the archiving process. This includes a wide variety of basic administration activities through to preparing security envelopes and updating our software with executors and beneficiary details.

 HOW TO APPLY

  • Send your CV with a covering letter to Amy at (amy@lblaw.com.au) outlining:
    • Your motivation to apply and relevant experience.
    • Your availability (i.e., days of the week, and how many weeks).
  • You may make enquiries by calling Amy on 0498 043 405.

Organisation Name

LadyBird Law

Landline phone

0498 043 405

Contact Name

Amy McDowell

Email address

amy@ladybirdlaw.com.au

Street Address

Level 3, 145 Sinnathamby Boulevard, Springfield Central QLD 4300

Job Level

Graduate Pre-admission

State / Province / Region

Queensland

Country

Australia