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Job Description
About Kikoff
Kikoff is a profitable, high-growth FinTech unicorn on a mission to provide radically affordable financial tools to help consumers achieve financial security. Serving millions of people, many building credit or navigating life paycheck to paycheck, Kikoff combines innovative technology and AI to simplify credit building, reduce debt, and expand access to financial opportunities. Founded in 2019 and headquartered in San Francisco, the company is backed by top-tier VC investors and NBA star Stephen Curry.
About This Role
As an Estate Planning Professional, you will educate customers on wills, trusts, beneficiary designations, and strategies for protecting family assets. This is a remote contract position ideal for experienced estate planning professionals seeking flexible, meaningful work with direct customer impact.
What You'll Do
- Conduct 30-minute virtual consultations with customers on estate planning matters
- Explain the key differences between wills, trusts, and other estate planning tools
- Educate customers on probate processes and strategies to avoid them
- Help customers understand beneficiary designations and proper asset titling
- Discuss strategies to protect dependents and facilitate effective asset transfer
- Communicate complex legal concepts in accessible, non-legal language
Ideal Background
- Active estate planning attorney or professional with relevant experience
- 3+ years working directly with wills, trusts, probate matters, or related estate planning
- Proven ability to explain legal concepts clearly to non-legal audiences
- Strong communication and customer consultation skills
- Understanding of estate planning best practices and regulations
Why Join Kikoff
Work alongside serial entrepreneurs who have built strong consumer brands and innovative products. Kikoff values extreme ownership, clear communication, craftsmanship, and building lasting professional relationships. You'll create exciting, meaningful work while delivering real impact to millions of customers navigating their financial futures.