Associate - Wills & Estates at BlueRock

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Estate Planning, Estate Administration, Wills Drafting, Probate, Letters of Administration, Part IV Applications, Deeds of Family Arrangements, Estate Disputes, Testamentary Trusts, Enduring Powers of Attorney, Basic Conveyancing, Client Management, Communication Skills, Attention To Detail, Legal Practice

Industry

Financial Services

Description

Do things you love with people you care about and good things happen 💙 BlueRock is for entrepreneurs, by entrepreneurs. We’re a one-stop-shop for business owners and investors with adventurous goals. Established in 2008, BlueRock employs over 300 people in Australia and New Zealand. BlueRock know that business can be tough and that life gets busy, which is why we act as advisors, not just accountants, and bring together lawyers, finance brokers, digital specialists, insurance brokers, financial planners, and grant consultants – everyone our clients need on their team to make life easier. We love what we do, and we understand how to attract and retain the best talent and clients. From a disruptive startup, BlueRock has grown quickly to become a national business, recognised on Top 100 lists and as a ‘Best Place to Work’ company for many years. Joining our team means unlocking career growth opportunities, gaining client referrals through our seamless service offerings, and engaging in meaningful work that makes a real impact. 🥳 We’re proud to be B Corp Certified Winner of the Women in Finance Employer of the Year Award 2025 A Certified Great Place to Work 2025 Not only that, we put our people first, in 2025 our BlueRockers said… 88% of BlueRockers say they genuinely care about their fellow BlueRockers 88% of BlueRockers believe that they are given a lot of responsibility 83% of BlueRockers can easily talk to management If you’re seeking a workplace dedicated to excellence for its people, clients, and the community – a space where your contributions are not only recognised but celebrated – and if you’re ready to advance your career within a reputable firm brimming with clever, inspiring, and fun-loving BlueRockers, then let’s chat 👋 We’re excited to meet you! About the Law team BlueRock Law is a fast-growing mid-sized commercial law firm that is increasing in revenue year on year. We are part of an entrepreneurial advisory firm with substantial accounting, wealth management, finance, insurance and digital teams that provide holistic advice to its SME client base. As part of a modern multi-disciplinary professional services firm, you will be collaborating with a variety of experienced accountants, financial planners, brokers and digital experts. What you'll be doing: This role is focused on estate planning and estate administration, including simple and complex Wills, Probate, and estate administration Managing estate files from start to finish, including the preparation of Probate, Letters of Administration applications, and Part IV applications Corresponding with third parties such as financial institutions, the SRO, and courts Assisting with Deeds of Family Arrangements and estate disputes Drafting Wills (including testamentary trusts) and Enduring Powers of Attorney Liaising with accountants and financial advisers (particular relevant given BlueRock’s multidisciplinary structure) Basic conveyancing transactions including solicitors’ certificates Partnering with the senior leaders and Directors in this practice area, with access to ongoing mentorship and career development About You: We want to hear from people who have: Admitted to practice in Victoria (or eligible for admission) Minimum 3 years post-admission experience (PAE) in the legal profession Demonstrated experience and competency in Estate Planning and Probate Experience with or exposure to testamentary trust drafting Ability to produce high quality work with strong attention to detail, working with limited supervision Comfortable working autonomously while managing competing deadlines Strong client management and communication skills A collaborative team player who can build strong referral relationships Our people love to work for us, here’s why! We believe in work-life integration and offer a hybrid model that includes both in-office and remote work options. This approach allows our people to find the balance that works best for them, accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office. We have our very own BlueRock public holidays to give our people the day off, on us! Free weekly lunches, awesome social events (including a social club – winery tours to museum tours), and an amazing headquarters in the CBD. Access to 24/7 wellbeing, medical and safety support through our partner Sonder. Receive mentoring and coaching from industry leaders We are known for creating plenty of opportunities for growth and promotion. An inclusive and diverse workplace culture centred on meaningful work, wellbeing and fun. For more amazing perks of working at BlueRock and employee benefits – head to our careers page! Or check us out on our socials and TikTok, @BeBlueRock 😎 How to apply: If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you! For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to John O’Hare at john.ohare@thebluerock.com.au or Lee Kelly at lee.kelly@thebluerock.com.au Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. Even in 2026, it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status.

Responsibilities

This role focuses on estate planning and administration, handling simple and complex Wills, Probate, and estate administration from start to finish, including preparing necessary legal applications. Responsibilities also involve corresponding with third parties, assisting with disputes, drafting legal documents, and liaising with internal financial teams.