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Trust & Will

Online estate planning platform for trusts

General Counsel

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeCalifornia, USA$280k - $315k

About the Job

Requirements

  • Have 15 or more years of legal experience, including senior in-house leadership at a growth-stage company.
  • Hold a Juris Doctor degree from an accredited U.S. law school and active bar membership; California or New York bar membership is preferred.
  • Have experience managing and growing legal teams.
  • Have expertise in corporate law, product counseling, contract negotiation, and regulatory compliance.
  • Have strong working knowledge of privacy, artificial intelligence, and data use frameworks in technology companies.
  • Be able to advise executive teams and Boards.
  • Be able to navigate ambiguity, drive alignment, and lead with a solution-oriented mindset.
  • Be located in the southern California region, including Los Angeles, Orange, Riverside, San Bernardino, San Diego, Ventura, Santa Barbara, San Luis Obispo, Kern, or Imperial counties.

Responsibilities

  • Serve as General Counsel and key legal advisor to the CFO, CEO, President, and executive team.
  • Lead the in-house legal team, including attorneys focused on privacy, artificial intelligence, the estate planning product, and corporate matters.
  • Oversee company legal matters, including regulatory compliance, employment law, privacy, artificial intelligence use and application, intellectual property, litigation, and contracts; assist with corporate governance matters.
  • Own and optimize relationships with outside counsel, ensuring alignment with company goals and budget.
  • Provide strategic guidance on consumer protection, fintech regulations, data privacy, and emerging artificial intelligence legal frameworks.
  • Drive development of legal process automation and scalable workflows.
  • Collaborate with the People (HR) team as a legal resource on employment law, risk assessment, regulatory compliance, and employee relations, advising to support and strengthen HR initiatives.
  • Support cross-functional partners on strategic initiatives, especially in product development and sales.
  • Anticipate and proactively assess legal risk as the company scales into new markets and product categories.

Desired Qualifications

  • California or New York bar membership.
  • Experience in estate planning, insurtech, or consumer-facing SaaS.
  • Prior legal support of artificial intelligence or machine-learning product development.
  • Experience with venture-backed growth companies through late-stage scaling or mergers and acquisitions.

About the Company

Trust & Will

Online estate planning platform for trusts

Trust & Will runs an online platform for estate planning, allowing individuals and families to create, edit, store, and share documents like trusts, wills, and guardianships. The platform uses templates and guidance designed by legal professionals and is accessed via a subscription model with plans starting at $39. Users input their information on the site, generate legally sound documents, and have them stored in their account, with options to edit and share as needed. The company differentiates itself through affordability, ease of use, and accessibility, focusing on a straightforward, user-friendly experience rather than traditional, high-cost legal services. Its goal is to make estate planning simple and affordable so more people can secure their legacy and protect their loved ones.

Company size
51-200
Company stage
Series C
Total funding
$67.6M
Headquarters
San Diego, CA
Founded
2017

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