Founding Partner, Trusts & Estates
About The Position
Jay Law is a technology-first trusts and estates practice serving individuals and families across California, supported by Jay OS, a managed service organization that handles operational work from the first client call through final signature. Attorneys spend about 80% of their time with clients and 20% helping shape the firm's tools. As one of Jay Law's first attorneys, the Founding Partner will lead client relationships and T&E matters from the first call through signing, funding, and ongoing check-ins. The role also helps define and document the practice's standard of care, translate legal judgment into workflows and tools with engineers, mentor and recruit future attorneys, and shape the firm's culture and expansion into other practice areas and states. The position is based around the San Francisco office, where the team works closely together with regular in-person time. California licensure is required. Compensation includes base pay, bonus, and equity; the specific structure is discussed directly.
Requirements
- Be a trusts and estates attorney with significant sophisticated planning experience.
- Be licensed and in good standing in California or New York; the job description also states that California licensure is required.
- Demonstrate exceptional legal work and a strong focus on client experience.
- Be excited to help design technology-enabled legal services.
- Be comfortable with ambiguity, shipping and revising work, and putting your name on something new.
Nice To Haves
- Experience with probate and trust administration.
- Experience in a high-volume or multi-state practice.
- Experience with legal technology or AI tools.
- Existing referral relationships with financial advisors or CPAs.
Responsibilities
- Lead trusts and estates matters end to end, including wills, trusts, powers of attorney, healthcare directives, probate, and trust administration.
- Build long-term relationships with individuals, families, founders, and referring financial advisors.
- Partner with engineers to turn practice judgment into workflows, drafting tools, and review protocols.
- Help set and document the standard of care so it can be taught to future attorneys.
- Mentor and help recruit future associates and partners.
- Shape the firm's culture and help guide its expansion into new practice areas and states.
Benefits
- Base compensation, bonus, and equity.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
