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Attorney – Estates And Trusts

Legal
Durban – KwaZulu Natal

Our Client, a well established law firm in Durban, is looking for an attorney for their Estates and Trust division with a minimum of  5 years experience in a similar role.
 
Job Description And Requirements:
  • Admitted as an Attorney – LLB degree.
  • Minimum of 5 years’ experience.
  • Experience in autonomously handling the process of administration of a deceased estate from beginning to completion which includes the drafting and evaluation of Liquidation and Distribution Accounts.
  • Self-motivated individual who can run their own practice in a systematic manner.
  • High level of responsibility and accuracy, noting statutory deadlines, and who takes pride in their work.
  • Works well in a team and with different personalities.
  • Excellent spoken and written communication skills (English) – individual is expected to draft their own correspondence and documents.
  • Commercial acumen and experience, including intermediate numeracy skills.
  • Strong computer literacy with experience in MS Office Suite.
  • Intermediate knowledge of legal accounting requirements and an ability to attend to the invoicing and internal banking requirements of the firm.
  • Ability to engage with various stakeholders in a respectful and clear manner.
  • Professional ethics and integrity, which includes a knowledge of the statutory, fiduciary, and regulatory requirements of their role.
  • Maintain best practice standards as required by the Legal Practice Council.
  • Take instructions, review and draft Wills and Testamentary Documents.
  • Intermediate knowledge of the tax consequences of a deceased estate and the ability to engage with SARS on queries in this regard.
 
  • Not necessary, but advantageous:
  • Experience in Legalese or other practice management systems.  
  • Member of the Fiduciary Institute of South Africa with FSPA designation or working towards designation.
  • Ability to assist clients with the Estate Planning Process.
  • Attending to various Trust administration issues – reviewing of trust deeds, drafting resolutions etc.