Responsibilities
• Advise clients directly on wills, trusts, nominations, powers of attorney and succession planning
• Draft and review estate plans that are legally sound and fit each family’s assets and relationships
• Apply the Hindu Succession Act, the Succession Act, Muslim personal law and the tax rules that go with them
• Handle complex cases, including HNI clients, NRI succession and family businesses
• Improve our templates, documentation standards and quality checks
• Work with our legal, compliance, product and tech teams to make estate planning simpler and more digital
• Mentor junior advisors and speak at client webinars and in our content Skills
• 5–8 years in estate planning, wealth management, private banking or legal advisory, with hands-on experience in wills and trusts
• Robust working knowledge succession laws, trust structures and their tax implications
• LLB, CFP, CWM or a similar qualification preferred
• The empathy and discretion to guide families through sensitive conversations
• Experience with NRI or family-business succession is a strong plus

📌 Senior Manager Will (Mumbai)
🏢 1 Finance
📍 Mumbai