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Founding Partner, Trusts & Estates

Role overview

Qualifications

  • Senior TE attorney with roughly ten or more years of sophisticated planning experience
  • Licensed and in good standing in California or New York
  • Exceptional at the work and relentlessly focused on the client experience
  • Energized by the idea of designing AI-enabled legal services

Responsibilities

  • Lead TE matters end to end, from planning consultations to signings and funding
  • Co-design the intake-to-first-draft system with the founding team
  • Define the standard of care for AI-native practice
  • Shape the productized offering including scope, pricing, and client experience

Key facts

Other skills

  • Training And Development
  • Business Ethics
  • Quality Assurance
  • Mentorship
  • Communication
  • Leadership
  • Collaboration
  • Problem Solving

About the company

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jay jay

Company details

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Job description

Founding Partner, Trusts & Estates

Lead the founding practice. Design the firm it becomes.

About Jay.

Jay is a national, attorney-centric, AI-enabled law firm built to serve the people in the middle of the legal market: the tens of millions of households with real legal needs and the means to pay, whose choices today are elite firms built for someone else or form companies that offer documents without counsel. Attorneys are the heart of what we do. AI is how we deliver exceptional service at a price people can afford, and how we free attorneys from the operational work that should have been automated years ago. We are starting with trusts and estates, but we will not stop there.

Jay is founded by Bob Borek, previously COO and President of Datavant, where he scaled the company from early stage to more than $7 billion in value. Prior to that, he practiced law at Wachtell, Lipton, Rosen & Katz. Jay is backed by Travis May, co-founder of LiveRamp and founder of Datavant, and Shaper Capital.

The role.

This is the first attorney leadership hire at Jay.

First, you will lead the founding trusts and estates practice, serving clients directly, defining the standard of care, and demonstrating what exceptional T&E counsel looks like when an attorney's time is spent on judgment and relationships instead of operations.

Second, you will partner with the founder on service design and productization. Jay's operating system will be built around your forms, your checklists, and your judgment about where attorney attention matters most. You will decide, with us, what attorney-centric, but productized estate planning contains, what it costs, and where the line sits between what the system does and what only a lawyer should do.

Third, you will work closely with the founder on firm expansion and recruiting, obsessing over how we provide exceptional, AI-enabled service across all fifty states. 

You will set the tone of the firm, for the clients we serve, for the attorneys who join after you, and for a profession watching whether this can be done well.

What you’ll do.

  • Lead T&E matters end to end, from planning consultations and document review through signings and funding, across both flat-fee and custom engagements
  • Co-design the intake-to-first-draft system with the founding team, translating your practice judgment into workflows, drafting pipelines, and review protocols
  • Define the standard of care: what gets reviewed, by whom, at what depth, and how quality is measured matter over matter in an AI-native practice
  • Shape the productized offering, including scope, pricing, package boundaries, and the client experience from first call to funded trust
  • Recruit and mentor the first associates and partners who follow you, and build the culture they inherit
  • Own professional responsibility: supervision, conflicts, and the ethical architecture of a firm where attorneys direct the work and technology carries the load

Who you are.

  • A senior T&E attorney with roughly ten or more years of sophisticated planning experience. Licensed and in good standing in California or New York. Other jurisdictions considered for the right person.
  • You have built, or seriously contemplated building, a practice of your own and know what the business of law actually takes
  • Exceptional at the work and relentlessly focused on the client experience
  • Energized by the idea of designing what AI-enabled legal services look like, not reacting to it
  • Comfortable with ambiguity: shipping, revising, and putting your name on something new
  • Drawn to serving the middle of the market, households that need real counsel at a price they can afford
  • Nice to have: multi-state or high-volume practice experience, familiarity with legal technology or AI tools, existing referral relationships with financial advisors or CPAs

What success looks like — the first year.

  • The practice is live: you are serving clients in both custom and flat-fee engagements within your first months, with turnaround and quality that clients talk about.
  • The intake-to-first-draft system is in production with your fingerprints on every protocol — and your review time per matter keeps falling while your standard holds.
  • The standard of care is documented and teachable: the first associate you hire can deliver to it.
  • The foundation is set for what comes next — a deeper attorney bench and the path to additional practice areas and states.

Compensation.

Founding-partner economics: meaningful founding equity in Jay, significant ownership in the affiliated law practice, and a competitive draw. Specific structure is discussed directly - this is a co-founding conversation, not a salary negotiation.

Location and licensure.

California or New York licensure required; location flexible. The founding team works closely day to day, and regardless of location there will be regular in-person time.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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