Senior Product Counsel, Estate
Position: Senior Product Counsel, Estate
Location: 100% Remote
Job Type : Full-time
Who We Are
Holistiplan is an award winning financial planning tool that specializes in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning tools with our tax report and scenario analysis tools. Holistiplan has been voted the #1 tax planning software in the 2021, 2022, and 2023 Kitces Report Studies, and the #1 tax planning software in the 2021, 2022, 2023 and 2024 T3 / Inside Information Software Surveys.
Within 45 seconds, Holistiplan’s OCR technology scans tax returns and creates a white-labeled client-facing Tax Report that highlights opportunities for financial planners and investment advisors. Now, advisors have innovative tax planning tools at their fingertips to find opportunities to work with their clients to reduce their client’s lifetime tax burden and preserve their wealth.
Position Overview
We are looking for an Estate Attorney with expertise in estate planning and a passion for technology to join our Product Management organization. In this role, you will collaborate with our product development teams to design and build a cutting-edge software tool tailored to the needs of financial planners. Your legal knowledge and industry experience will be key in shaping a product that allows advisors to easily review and analyze their clients’ estate plans.
Key Tasks & Responsibilities:
- Collaborate with product management, engineering, and design teams to develop a software product that helps financial advisors review estate plans.
- Serve as the subject matter expert on estate planning, bringing deep legal expertise to the product development process.
- Provide insights on how estate plans intersect with financial advisory work to create tools that address the needs of advisors and their clients.
- Translate complex legal concepts and requirements into intuitive, user-friendly software features.
- Work closely with financial advisors to understand their estate planning needs and ensure the product meets those needs.
- Stay updated on estate planning laws and regulations to ensure product compliance and relevance.
Required Qualifications:
- JD with a strong background in estate planning.
- CFP designation or significant experience working closely with financial advisors.
- Demonstrated ability to work within a financial advisory firm or a proven track record of building strong relationships with financial planners.
- Experience with the design and development of legal or financial software products is a plus.
- Ability to translate legal concepts into language and tools that financial advisors can use effectively.
- Strong communication skills and the ability to collaborate cross-functionally with non-legal professionals.
Preferred Qualifications:
- A combination of JD and CFP certifications (preferably with an LLM in Estate Planning and/or Taxation).
- Prior experience in a product management or product development role.
- A strong understanding of how estate planning fits within comprehensive financial planning.
Benefits:
- Opportunity to shape our design function from the ground up
- Be part of a fast-growing company focused on transforming the financial planning industry
- Opportunity to shape an innovative software product that directly impacts the work of financial planners and their clients
- Competitive salary and equity options
- 401(k) matching
- Health insurance (Medical/Dental)
- Flexible working hours and remote work culture
- Unlimited PTO with a team that uses and encourages time off
- Monthly Gym & Office Space Reimbursements
- Opportunities for professional growth and development
- A collaborative and innovative work environment
To apply, please send your resume to jobs@holistiplan.com