Assistant General Counsel, Trust & Will

$163-200k

+ Equity

Expert level
Remote in US
Trust & Will

Online trust and estate planning service

Be an early applicant

Trust & Will

Online trust and estate planning service

21-100 employees

B2CPersonal financeLegalFinancial Services

Be an early applicant

$163-200k

+ Equity

Expert level
Remote in US

21-100 employees

B2CPersonal financeLegalFinancial Services

Company mission

Trust & Will's mission is to help every family leave their legacy.

Role

Who you are

  • You are a practical business-first legal professional with strong experience in contracts, product counseling, and data including privacy/AI, and employment.
  • You’re skilled at identifying potential risks and finding solutions that align with the company’s business goals. You work well with different functional teams, collaboratively helping them achieve their goals while ensuring legal compliance
  • Your ability to balance legal requirements with business needs makes you a key collaborative partner in helping drive the company’s success
  • Juris Doctor (JD) degree from an accredited law school
  • 10+ years of legal experience in transactional, product counseling, or related fields (in-house experience is a plus)
  • Strong experience in contract drafting, review, and negotiations
  • Experience with regulatory compliance and risk management
  • Knowledge of corporate governance, product development, and policy implementation
  • Excellent analytical, problem-solving, and decision-making skills
  • Ability to provide practical, business-focused legal advice
  • Strong communication and interpersonal skills, with experience working across teams
  • Ability to manage multiple tasks and projects in a fast-paced environment
  • Experience working with and managing outside counsel and external subject matter experts

Desirable

  • Having previously worked in a SaaS company and/or high-growth tech startup
  • Experience helping scale companies through operationalizing processes and systems

What the job involves

  • As an Assistant General Counsel, you will support key legal functions, focusing on strategic aspects of the company including products, transactions, and compliance.
  • You'll collaboratively work with teams including Business Development, Product, People Ops, and Marketing to help facilitate business-centric initiatives. Your role includes helping support product development, contract negotiations (both commercial and vendor engagements), and advising on compliance including product, privacy/AI, and People Ops
  • In this role, you'll collaborate across departments to help find practical business solutions, streamline processes, influence the future direction of our product platform, and help the company achieve its mission of helping every family leave their legacy
  • Support Business Development and Product with deal negotiations and contract drafting, review, and implementation
  • Support People Ops with compliance with employment laws
  • Support end-to-end product development lifecycle (innovation, implementation, and maintenance of product offerings)
  • Support data strategy including privacy compliance and AI focus
  • Support corporate and product compliance (contracting, policies, enterprise risk, management, etc.)
  • Opportunities to get involved in industry advocacy and legislative affairs
  • Collaborate with cross-functional stakeholders to identify and implement solutions on day-to-day initiatives and product expansion; represent the legal perspective and help identify risk mitigation measures to enable unimpeded growth
  • Implement strategic and operational solutions to achieve company-wide goals based on broader team input and general legal direction
  • Collaborate on building enterprise-grade processes and systems to help enable and promote scalable growth
  • Provide counsel, advice, and recommendations on business and legal items in consideration of company goals
  • Legal operations including contract management and managing outside counsel

Our take

Planning an estate can be a stressful process, particularly due to how antiquated the organization process feels. Regardless of whether someone is looking to set up a trust or a will, most estate planning will consist of relentless paperwork and long waiting times, a process that adds additional difficulties during an uncomfortable period.

Trust & Will provides an online service for the planning of estates, offering trust-based estate plans, will writing, and guardian nomination. The service is designed to facilitate quick and stress-free setting up of a customized estate plan in less than 30 minutes, eliminating the complications and lengthy paperchain usually associated with estate planning.

Whilst online estate planning is very much a norm these days, Trust & Will presented itself as an early pioneer in the sector and has continued to be a leader in this space. With the market set to grow considerably, with more states putting in place digital wills and estate planning laws, the company is well set to make the most of these new opportunities, especially considering it has more than doubled its revenue and garnered new funding from several high-profile institutions to further build upon its momentum.

Freddie headshot

Freddie

Company Specialist

Insights

Top investors

Few candidates hear
back within 2 weeks

44% female employees

-10% employee growth in 12 months

Company

Employee endorsements

Meaningful work

"I love working at Trust & Will because our mission and vision to help people leave their legacy is clear and powerful. I feel connected to both my..."

Funding (last 2 of 5 rounds)

Feb 2023

$15m

LATE VC

Nov 2020

$15m

SERIES B

Total funding: $38.1m

Company benefits

  • Join an Inc. Magazine Best Workplace of 2021 winner!
  • Unlimited time off that you are encouraged to use (including monthly friends & family days and time to volunteer in your community)
  • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
  • Financial wellness benefits (planning support, tax preparation, equity options, and employee-sponsored 401k)
  • Great work environment (100% Remote all the time!)
  • $500 Work from home stipend + new mac & Apple accessories
  • A formal mentorship program, guest speakers & reimbursement for learning opportunities
  • Flexible schedule and 4 seasonal company breaks per year
  • Company-sponsored events and travel throughout the year
  • Free estate planning for your family (guardianship, will or trust)

Company values

  • Take deliberate action
  • Rumble together
  • Understand why, always
  • Stand in our members shoes
  • Test and learn quickly
  • Win together
  • Invest in each other
  • Lead by example
  • Live gratefully

Company HQ

West Laurel Studios, San Diego, CA

Leadership

Experience as Co-Founder of Niche from 2013 to 2014, and as Founder & CEO of Industry from 2014 to 2017.

Experience as Director of Business Development for Punchkick Interactive from 2012 to 2014. Was also Vice President of Strategy and Business Development for Seamgen.

Experience as Senior Interactive Designer for Ninthlink, and was Vice President of User Experience for Seamgen from 2013 to 2017.

Diversity, Equity & Inclusion at Trust & Will

Sam Adams headshot

Sam Adams (Employee Experience Manager)

  • We are committed to equality and ensuring a diverse and inclusive workplace where we can learn from each other is core to our values. To achieve this goal we prioritize team training, inviting speakers from a variety of backgrounds and expertise, and bringing our team together to collaborate on how we can continue to be a respectful and engaging place to work at

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