Private Wealth Counsel

Overview

A leading estate planning platform is seeking a highly skilled and detail-oriented legal professional to join their team as Private Wealth Counsel. This role involves creating estate plan reports for ultra-high-net-worth (UHNW) clients, developing estate planning and transfer tax software, and serving as an in-house expert on proprietary technology for UHNW estate and income tax planning. The position requires collaboration with top-tier clients to implement and operationalize advanced technology solutions in a fast-paced startup environment.

Responsibilities

• Conduct detailed reviews and provide clear, concise summaries of estate plans for UHNW clients using advanced platform technology to ensure quality and efficiency.
• Provide full product life-cycle counseling, including building scalable and efficient processes to support dynamic solutions for end users, financial advisors, attorneys, and fiduciary industry experts.
• Offer legal expertise to engineering and data science teams in the development of AI tools.
• Participate in customer on-site visits, trainings, and meetings to assist with operationalizing the platform’s products; travel within the contiguous U.S. approximately once a month may be required.
• Respond promptly to customer inquiries.
• Stay current on laws and regulations related to trusts and estates, wealth transfer, and tax-driven planning.
• Support the Chief Legal Officer as needed with legal risk assessment in business decisions, including strategic projects, contract negotiations, and product risk management.

Requirements

• Juris Doctor (J.D.) degree from an American Bar Association accredited law school.
• Active law license in good standing in at least one U.S. state.
• Minimum of 3 years’ experience as a practicing attorney or equivalent wealth strategist experience with UHNW clients.
• Demonstrated expertise reviewing a wide range of estate planning documents, from basic revocable trusts and wills to GRATs and IDGTs.
• Strong understanding of estate and gift tax rules, including Forms 706 and 709.
• Experience building spreadsheets to model or illustrate tax-driven outcomes is preferred.
• Excellent written and verbal communication skills, with the ability to explain complex legal concepts in layman’s terms.
• Proactive, problem-solving mindset with enthusiasm for fintech and estate planning technology development.
• Strong judgment and ability to optimize decisions with ambiguous or incomplete information.
• Resourceful, execution-oriented self-starter capable of managing multiple projects and priorities.
• Experience with business development.
• Willingness to travel monthly within the U.S. for company retreats and customer meetings.

Compensation & Benefits

• Competitive salary.
• Hybrid work arrangement available for employees located in Phoenix or New York; fully remote option otherwise.
• Several in-person meetings held throughout the year.
• Comprehensive medical, dental, and vision insurance with low-cost premiums.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• Fully paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401(k) plan with company match and immediate 100% vesting.
• Flexible paid time off with encouragement to take time to relax and recharge.
• Paid holidays including your birthday.

Location

• Hybrid work available in Phoenix or New York areas.
• Fully remote option available elsewhere in the U.S.
• Monthly travel within the contiguous U.S. required for customer meetings and company events.