Estate Strategist (Product Counsel)

ESTATE STRATEGIST  (PRODUCT COUNSEL) - ESTATE DOCUMENT GENERATION

Vanilla is looking for an experienced trust and estate lawyer with extensive drafting and/or administration experience to join our team, reporting to the General Counsel. This person will play a crucial role in working cross-functionally at Vanilla to support the build of our estate document generation solution and other products, provide subject matter expertise, and bring a deep understanding of the needs of wealth advisors and their clients.

Note that this is a 100% remote position.

Job Description

• Report to General Counsel and work closely with other members of the Legal team to provide practical, effective legal and compliance support to Vanilla.
• Work with outside counsel to develop multi-jurisdictional estate planning templates.
• Work with engineering and product teams to develop logic and content for a self-service estate planning document generation product with a multi-jurisdictional offering.
• Build strong relationships with cross-functional teams (product, engineering, marketing, sales, customer care); serve as a strategic adviser and partner through product development and go-to-market lifecycle in developing and maintaining compliant products.
• Leverage trust + estate and tax expertise to play a critical role as subject matter expert in product and content development.
• Work with cross-functional teams to build scalable processes and internal education on trust and estate issues.
• Provide practical in-depth analysis and guidance on legal issues, risks, complex products, and company policies, in a risk-tolerant, compliance-focused environment.
• Stay current on laws, regulations, and policy trends relevant to trusts and estate and tax across relevant jurisdictions.
• Identify potential issues concerning data, privacy, and intellectual property for referral to, and collaboration with internal specialists.
• Respond to business questions and apply sound legal judgment in mitigating risks and providing appropriate legal solutions.

Requirements

• JD or equivalent required
• 10+ years of legal experience with a focus on trusts and estates (for clientele at all net worth levels), ideally at least 2 years as in-house counsel
• Experience in building and launching software products
• Experience working with cross-functional teams, including product, engineering, marketing, sales, compliance, security
• Current license to practice law in any U.S. State
• Experience drafting, reviewing, and administering and settling diverse trusts and estates
• Command of sophisticated income, gift, estate, and generation skipping transfer tax planning strategies
• Fundamental understanding of financial planning and fiduciary principles
• Ability to work effectively independently and with others in a virtual team environment
• Superior legal and business judgment as well as an ability to apply critical thinking skills in a fast-paced environment
• Strong interpersonal skills
• Excellent verbal and written communication skills, especially in providing concise, plain language advice
• Team player willing to pitch in to get the job done, including performing tasks outside of job description; should be willing to help others on the team and take on additional responsibilities
• Self-motivated, curious, and organized

Preferred Experience

• Experience with privacy and security concepts

Please include your resume AND a brief cover letter of your most recent accomplishments.

The compensation range for this role is $160,000-$200,000, based on experience.

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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