Trust & Will

Lead and mentor a team of engineers, drive technical strategy and architecture, contribute hands-on code, and ensure high-quality, scalable, and secure software delivery. | 7+ years software development with 2+ years leadership, advanced React and TypeScript skills, cloud native experience, secure coding knowledge, AI-assisted development proficiency, and strong mentorship abilities. | About You: You are a technical leader with deep expertise in React, Next.js, TypeScript, and Node.js. You excel at making architectural decisions, actively contributing to the codebase, and driving technical excellence across the team. You have a problem-solving mindset, prioritizing high-impact solutions and driving innovation in systems and processes. You view AI as a fundamental shift in engineering and actively seek opportunities to leverage it for innovation. You thrive in complex, fast-moving environments, balancing ambiguity, aligning stakeholders, and delivering results with a data-driven approach. You are a mentor and collaborator, fostering team growth, guiding engineers, and communicating technical solutions clearly. You are passionate about building secure, scalable systems, optimizing performance, ensuring reliability, and maintaining compliance. About the Role: Leadership & Management Responsibilities Team Management & Growth Manage and mentor a team of 3-5 engineers, ensuring their professional growth and success. Conduct regular 1:1s, provide continuous feedback, and guide career development. Foster a psychologically safe, inclusive, and collaborative team culture. Ensure effective onboarding, setting clear expectations and defining success metrics for team members. Identify skill gaps and growth opportunities, facilitating training and learning experiences. Execution & Delivery Lead the engineering team within a cross-functional product squad, collaborating closely with Product Managers and Designers. Own project execution, ensuring timely delivery of features while maintaining high-quality standards. Establish clear goals, priorities, and roadmaps in alignment with business objectives. Balance individual contributor responsibilities with managerial duties, contributing code when necessary. Track and improve engineering velocity, code quality, and team efficiency metrics. Technical Strategy & Vision Drive technical decisions and architecture in alignment with long-term engineering and business goals. Identify and mitigate technical debt while advocating for scalable and maintainable solutions. Implement AI tooling and automation to enhance development workflows and system reliability. Consider AI from a strategic perspective, integrating it into products and engineering workflows. Collaborate with senior leadership to define and refine engineering best practices and development processes. Technical Responsibilities Technical Leadership & Impact Design, architect, and deliver scalable, high-performance applications and services, actively contributing code in a hands-on capacity (up to 50% of the time). Ensure solutions are robust, secure, and maintainable, aligned with industry best practices. Drive organization-wide technical improvements, including system reliability, performance, and security. Lead by doing—participate in code reviews, pair programming, and contribute to the technical roadmap while mentoring the team Quality & Impact Deliver high-quality, production-ready code as part of the team, setting a strong technical example. Identify and lead initiatives to reduce technical debt and improve performance. Use observability and monitoring tools to proactively detect and resolve system bottlenecks. Ensure a culture of accountability and technical excellence, holding the team to high engineering standards. Collaboration, Innovation & Mentorship Work closely with Product Managers, Designers, and stakeholders to align technical solutions with business needs. Utilize data-driven decision-making, incorporating product metrics and user feedback into engineering priorities. Mentor engineers at various experience levels, providing guidance and fostering technical growth. Communicate complex technical topics clearly to engineers and non-technical stakeholders. Promote a culture of experimentation, innovation, and continuous learning. Qualifications 7+ years of professional experience in software development with 2+ years in a leadership or management role. Advanced proficiency in React, TypeScript, API design, and data modeling (Both relational & noSQL). Experience leading teams in high-performing, cross-functional environments. Strong mentorship and coaching skills, with a proven ability to develop engineers. Ability to balance technical and managerial responsibilities, maintaining deep technical expertise. Experience building and maintaining cloud native applications Strong grasp of secure coding practices, threat modeling, and compliance (GDPR, SOC2). Experience with DevOps practices, CI/CD pipelines, and modern testing frameworks. Proficiency in AI-assisted development, using tools like GitHub Copilot, Cursor, RooCode, or RooCline. Skilled at defining and tracking engineering metrics to measure success and drive improvements. This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT) Bonus Points for: Experience using infrastructure-as-code tools (CloudFormation, AWS CDK, Pulumi, or Terraform). Experience leading an engineering team in a high-growth startup. Hands-on experience with Docker, Kubernetes, or other container orchestration tools. Experience with pair programming and collaborative development techniques. Active contributions to open-source projects or developer communities. Employee Benefits & Perks: Compensation: Salary + Equity Our salary range for this position is $171,000 - $232,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. PTO Flexible time off that you are encouraged to use Generous paid company holidays and breaks throughout the year Monthly friends & family day Paid time off to volunteer in your community Health and Wellness Benefits Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match) Guest speakers & reimbursement for learning opportunities Extra Flexible work schedule + hours Family-friendly work environment. We support the complexity of a remote world with the needs of families Optional company-sponsored events and travel throughout the year $500 Work from home stipend + Apple accessories About Trust & Will: We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers. Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

Manage advisor partner relationships, lead onboarding and engagement, collaborate cross-functionally to improve platform adoption, and track performance metrics. | 2-4 years customer success or account management experience, strong communication and organizational skills, familiarity with CRM tools, and passion for fintech or estate planning SaaS. | About You: This is a great opportunity for a detail-oriented, relationship-driven professional with a passion for helping partners succeed in using our platform. You’re a natural relationship-builder who thrives on making others successful. You bring a structured approach to onboarding and adoption, but also know when to flex and personalize. You’re energized by supporting advisors, solving problems, and collaborating cross-functionally to improve the experience. You love digging into data to find ways to drive growth and engagement. About the Role: Serve as the primary point of contact for a portfolio of advisor partners, building long-term relationships and driving engagement. Own onboarding for new advisors and firms: ensure a smooth setup, provide platform training, and communicate best practices. This will include travel for our top advisory partners Proactively manage the full advisor lifecycle — activation, engagement, and retention — with a focus on making advisors successful with our tools. Collaborate with Partnerships, Product, and Marketing to optimize materials, resources, and campaigns that help advisors grow their usage. Track key performance metrics and account health, and identify opportunities for upsell, referral, or deeper integration. Help troubleshoot questions or requests from advisors, and advocate for product enhancements when needed. Maintain accurate records in CRM (HubSpot) and internal systems. Work with operations to identify scalable ways to support and engage our growing advisor base. Qualifications 2–4 years of experience in customer success, account management, or partnerships. Excellent communication and relationship-building skills, especially in a client-facing environment. Experience supporting or working with financial advisors, wealth managers, or B2B2C platforms is a plus. Organized and self-motivated with a track record of managing multiple priorities at once. Comfortable using CRM tools (HubSpot a bonus), spreadsheets, and support platforms. Passionate about making estate planning more accessible and building something that matters. This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT) Bonus Points for: Experience working in a tech company and/or high-growth startup Experience in fintech or estate planning SaaS. Familiarity with advisor tools or platforms like Redtail, Wealthbox, or Riskalyze. Experience joining a team during a growth or scale-up phase. A passion for helping families plan their legacy. Employee Benefits & Perks: Compensation: Salary + Equity Our OTE range for this position is $75k - $95k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. PTO Flexible time off that you are encouraged to use Generous paid company holidays and breaks throughout the year Monthly friends & family day Paid time off to volunteer in your community Health and Wellness Benefits Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match) Guest speakers & reimbursement for learning opportunities Extra Flexible work schedule + hours Family-friendly work environment. We support the complexity of a remote world with the needs of families Optional company-sponsored events and travel throughout the year $500 Work from home stipend + Apple accessories About Trust & Will: We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers. Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

Lead design and development of scalable, secure advisor platform features integrating AI, ensuring system reliability, and mentoring engineers. | 7+ years experience with React, TypeScript, Node.js, AWS infrastructure as code, secure design, AI tooling, and leadership in high-performing teams. | About You: You are a technical leader, excelling in React, NextJS, TypeScript, and Node.js. You have a problem-solving mindset, approaching challenges with strategic thinking, prioritizing high-impact solutions, and driving innovation in systems and processes. You see AI not as a tool but as a fundamental shift in engineering, and you actively seek opportunities to harness its potential. You thrive in complex, fast-moving environments, navigating ambiguity, aligning stakeholders, and delivering results with a data-driven approach. You are a mentor and collaborator, fostering team growth, influencing cross-functional decisions, and communicating technical solutions with clarity. You are passionate about building secure, scalable systems, and leveraging best practices in performance optimization, observability, and compliance to ensure high-quality software. About the Role: You will be joining our Platform Expansion squad and primarily focusing on building out new features, incorporating AI, improving test coverage, performance and system stability. The Platform Expansion squad at Trust & Will is responsible for advancing the company’s advisor-facing platform and broader professional partnerships work. Core Responsibilities Advisor Platform Development: Building and enhancing tools that help advisors serve clients more efficiently, including integrations with advisor tools and ingestion/parsing of existing estate planning documents. Platform Reliability & Security: Handling sensitive operations such as deleting member data, running penetration test remediations, and managing access reviews. Cross-Squad Integration: Ensuring the advisor platform integrates smoothly with other Trust & Will squads (Planning, Admin, Consumer), so that professional and consumer experiences are aligned. Strategic Expansion: Driving initiatives under the “Platform Expansion” strategic pillar — investments that improve customer satisfaction, engagement, and retention, while also supporting revenue growth from advisors and partnerships. Technical Leadership & Impact Design, architect, and deliver robust, scalable, and high-performance applications and services. Lead system-level design, ensuring robust, secure, and maintainable solutions aligned with organizational standards. Consider AI from a strategic, holistic perspective, architecting solutions with it, integrating it into product ecosystems, and harnessing its potential to drive transformative innovation. Own and drive technical decisions across multiple teams, ensuring alignment with business objectives and long-term strategic goals. Implement and champion best practices for system reliability, performance optimization, and code quality, including test automation and modern CI/CD workflows. Address organization-wide technical challenges, such as scaling systems, improving performance, and enhancing reliability. Implement AI tooling and paradigms to improve developer efficiency, automate workflows, and enhance system reliability. Quality & Impact Deliver high-quality, production-ready code that adheres to best practices, is well-documented, and prioritizes scalability and maintainability. Identify and champion efforts to reduce technical debt and improve system performance through continuous refactoring and optimization. Proactively identify and resolve system bottlenecks and issues using observability and monitoring tools. Drive impactful improvements in system reliability, ensuring seamless user experiences and alignment with business priorities. Collaboration, Innovation & Mentorship Partner with product managers, designers, and stakeholders across the organization to align technical solutions at a strategic level with customer needs and evolving business goals. Develop a deep understanding of product-market fit, business metrics, and customer empathy to inform analysis and data-driven decision-making. Mentor and guide engineers across varying experience levels, fostering technical growth and knowledge sharing through outcome-based sponsorship. Communicate complex technical topics to diverse audiences, ensuring clarity and alignment on technical decisions. Foster a psychologically safe environment through knowledge-sharing initiatives, peer collaboration, conflict-reduction tactics, and emotional intelligence. Evaluate and integrate emerging technologies and tools to enhance engineering capabilities and product innovation to foster a culture of continuous learning and experimentation. Qualifications 7+ years of professional development experience in high-performing teams. Advanced proficiency in developing frontend applications (React, Typescript ), API design and data modeling (MongoDB, Postgres). Experience building and maintaining AWS applications using infrastructure-as-code tools (CloudFormation, AWS CDK). Proven ability to write clean, maintainable, testable code, following test-driven development, CI/CD pipelines, and modern DevOps best practices. Proficiency in threat modeling, secure-by-design principles, and ensuring compliance with GDPR, SOC2, and other regulatory requirements. Advanced skills in debugging, performance tuning, distributed tracing, and log correlation across microservices. Demonstrated ability in integrating AI code assistants to enhance development productivity and code quality, with hands-on experience using at least one of the following: GitHub Copilot, Cursor, RooCode, or RooCline. Skilled at determining and tracking meaningful engineering metrics to validate solutions and drive decision-making. This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT) Bonus Points for: Experience working in a tech company or high-growth startup. Willingness to contribute outside of core expertise to drive impactful work forward. Developing infrastructure as code in Go. Familiarity with Agile development methodologies (Scrum/Kanban, JIRA). Hands-on experience with Docker, Kubernetes, or other container orchestration tools. Experience with pair programming and collaborative development techniques. Active contributions to open-source projects or participation in developer communities. Employee Benefits & Perks: Compensation: Salary + Equity Our salary range for this position is $166k - $215k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. PTO Flexible time off that you are encouraged to use Generous paid company holidays and breaks throughout the year Monthly friends & family day Paid time off to volunteer in your community Health and Wellness Benefits Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match) Guest speakers & reimbursement for learning opportunities Extra Flexible work schedule + hours Family-friendly work environment. We support the complexity of a remote world with the needs of families Optional company-sponsored events and travel throughout the year $500 Work from home stipend + Apple accessories About Trust & Will: We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers. Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

Lead and architect scalable, secure, AI-enhanced professional-facing applications, mentor engineers, and drive technical decisions across teams. | 7+ years experience with React, TypeScript, Node.js, API design, AWS infrastructure as code, secure development practices, AI tooling, and strong leadership skills. | About You: You are a technical leader, excelling in React, NextJS, TypeScript, and Node.js. You have a problem-solving mindset, approaching challenges with strategic thinking, prioritizing high-impact solutions, and driving innovation in systems and processes. You see AI not as a tool but as a fundamental shift in engineering, and you actively seek opportunities to harness its potential. You thrive in complex, fast-moving environments, navigating ambiguity, aligning stakeholders, and delivering results with a data-driven approach. You are a mentor and collaborator, fostering team growth, influencing cross-functional decisions, and communicating technical solutions with clarity. You are passionate about building secure, scalable systems, and leveraging best practices in performance optimization, observability, and compliance to ensure high-quality software. About the Role: You will be joining our Professional Expansion squad and primarily focusing on building out new features, incorporating AI, improving test coverage, performance and system stability. The Professional Expansion team is focused on building out and scaling the company’s professional-facing products and partnerships—especially around advisors, attorneys, and nonprofit organizations. Core Responsibilities Advisor Platform Growth Establish and staff a dedicated professional expansion team (engineering, product, and sales) to build and launch features that attract and retain paid advisors. Deliver advisor engagement and retention features (e.g., tools that boost advisor productivity). Enable advisors to ingest non–Trust & Will estate plans to generate summaries and help jump-start new estate plans. Begin foundational work for seat-based pricing and subscription models, allowing advisors to self-serve subscriptions. Launch integrations with popular financial and CRM products (e.g., Wealthbox, Redtail, RightCapital, Salesforce) to increase adoption. Nonprofit (NPO) Partnerships Build and launch an MVP for nonprofit organizations to recruit early customers. Deliver dashboards and feedback loops for NPOs to track usage and client engagement. Attorney & Professional Services Run attorney webinars for advisors and improve collaboration across the professional network. Explore more complex technical work, such as AI-driven tools to assist attorneys in document processing. Technical Leadership & Impact Design, architect, and deliver robust, scalable, and high-performance applications and services. Lead system-level design, ensuring robust, secure, and maintainable solutions aligned with organizational standards. Consider AI from a strategic, holistic perspective, architecting solutions with it, integrating it into product ecosystems, and harnessing its potential to drive transformative innovation. Own and drive technical decisions across multiple teams, ensuring alignment with business objectives and long-term strategic goals. Implement and champion best practices for system reliability, performance optimization, and code quality, including test automation and modern CI/CD workflows. Address organization-wide technical challenges, such as scaling systems, improving performance, and enhancing reliability. Implement AI tooling and paradigms to improve developer efficiency, automate workflows, and enhance system reliability. Quality & Impact Deliver high-quality, production-ready code that adheres to best practices, is well-documented, and prioritizes scalability and maintainability. Identify and champion efforts to reduce technical debt and improve system performance through continuous refactoring and optimization. Proactively identify and resolve system bottlenecks and issues using observability and monitoring tools. Drive impactful improvements in system reliability, ensuring seamless user experiences and alignment with business priorities. Collaboration, Innovation & Mentorship Partner with product managers, designers, and stakeholders across the organization to align technical solutions at a strategic level with customer needs and evolving business goals. Develop a deep understanding of product-market fit, business metrics, and customer empathy to inform analysis and data-driven decision-making. Mentor and guide engineers across varying experience levels, fostering technical growth and knowledge sharing through outcome-based sponsorship. Communicate complex technical topics to diverse audiences, ensuring clarity and alignment on technical decisions. Foster a psychologically safe environment through knowledge-sharing initiatives, peer collaboration, conflict-reduction tactics, and emotional intelligence. Evaluate and integrate emerging technologies and tools to enhance engineering capabilities and product innovation to foster a culture of continuous learning and experimentation. Qualifications 7+ years of professional development experience in high-performing teams. Advanced proficiency in developing frontend applications ( React, Typescript ), API design and data modeling (MongoDB, Postgres). Experience building and maintaining AWS applications using infrastructure-as-code tools (CloudFormation, AWS CDK). Proven ability to write clean, maintainable, testable code, following test-driven development, CI/CD pipelines, and modern DevOps best practices. Proficiency in threat modeling, secure-by-design principles, and ensuring compliance with GDPR, SOC2, and other regulatory requirements. Advanced skills in debugging, performance tuning, distributed tracing, and log correlation across microservices. Demonstrated ability in integrating AI code assistants to enhance development productivity and code quality, with hands-on experience using at least one of the following: GitHub Copilot, Cursor, RooCode, or RooCline. Skilled at determining and tracking meaningful engineering metrics to validate solutions and drive decision-making. This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT) Bonus Points for: Experience working in a tech company or high-growth startup. Willingness to contribute outside of core expertise to drive impactful work forward. Developing infrastructure as code in Go. Familiarity with Agile development methodologies (Scrum/Kanban, JIRA). Experience with pair programming and collaborative development techniques. Active contributions to open-source projects or participation in developer communities. Employee Benefits & Perks: Compensation: Salary + Equity Our salary range for this position is $166k - $215k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. PTO Flexible time off that you are encouraged to use Generous paid company holidays and breaks throughout the year Monthly friends & family day Paid time off to volunteer in your community Health and Wellness Benefits Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match) Guest speakers & reimbursement for learning opportunities Extra Flexible work schedule + hours Family-friendly work environment. We support the complexity of a remote world with the needs of families Optional company-sponsored events and travel throughout the year $500 Work from home stipend + Apple accessories About Trust & Will: We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers. Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.