Estate Settlement Specialist
About Atticus
Atticus is the first and only mobile app designed for probate and estate settlement, combining powerful technology with intuitive user experiences to save time and money, as families and their advisors navigate the probate, estate settlement and inheritance process together with confidence and peace of mind.
Without Atticus, the typical family spends an average of 513 hours and $14,225 over the course of 12+ months working to interpret one’s estate planning wishes, close financial accounts, manage the distribution of inheritance assets and coordinate ongoing communication across family members— usually with as many as 15 advisors involved.
At Atticus, we’re democratizing probate, estate settlement & inheritance by making it affordable, accessible, and simple by taking a technology-first approach towards building clean software to automate archaic & manually-intensive financial/legal processes.
While it’s not everyday you or I lose a loved one, everyday ~150k families do…. and their whole lives are changed.
[About candidate for this role]:
- Serves as “Estate settlement pro” to assist clients who have purchased the Atticus Advisor’ SKU
- Define Serviceable List of Do’s & Don’t that Atticus Advisors can perform vs. referring to Atticus Approved Attorney
- Accountable for ensuring Atticus doesn’t violate UPL policies ‘Unauthorized Practice of Law’
- Liaise with internal Product Teams & Estate Settlement Specialists to identify & solve customer bugs/problems
- Liaise with Content Team to supply FAQ, assist w/ content planning, and contribute as content writer
- Collaborate with Marketing team to test & provide insights into optimizing conversion, improving voice & tone, shaping feature PBL
- T&E legal knowledge required, but role does not engage in practice of law
- Juris Doctor degree from an accredited law school in the U.S. a plus
- 5-7 yrs minimum experience settling estates (T&E attorney, private bank, trust company, paralegal, etc.
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Other benefits include
- 100% remote. We make remote-work, work.
- Flexible PTO
- Eligible for employee stock options & equity grants
About Us
Atticus is a fintech company committed to empowering families through the process of bringing a close to the financial life of a loved one. It’s groundbreaking probate & estate settlement product is a comprehensive, all-in-one platform that combines personalized guidance with intuitive, easy-to-use tools allowing families and their advisors to save time and money by navigating the estate settlement and inheritance process together. Atticus is available nationally across the United States and Canada, and is backed by a passionate team of industry experts including tax, legal, financial and fiduciary professionals.
We’re a hard-working, fun-having team of ~15+ and growing quickly. We’d love to have you join us!
To learn more about how Atticus is reimagining the way families navigate legacy, visit our site or follow us on LinkedIn.
