Estate Strategist (Product Counsel)
Company: Vanilla Technologies Inc.
Location: Chicago
Posted on: September 21, 2023
Job Description:
ESTATE STRATEGIST (PRODUCT COUNSEL) - ESTATE DOCUMENT
GENERATIONVanilla 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 organizedPreferred Experience
- Experience with privacy and security conceptsPlease include
your resume AND a brief cover letter of your most recent
accomplishments.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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Keywords: Vanilla Technologies Inc., Chicago , Estate Strategist (Product Counsel), Legal , Chicago, Illinois
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