Octopus Legacy
The role involves conducting home visits to guide clients through drafting wills, trusts, and lasting powers of attorney, providing personalized and compassionate estate planning advice. The consultant will collaborate with legal teams, maintain detailed client records, and ensure high-quality customer service throughout the process.
We help people plan for the future with wills, LPAs, probate and life insurance. Expert support to protect what matters most.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Octopus Legacy.
Octopus Legacy didn’t post a salary, so this is our estimate from similar listings.
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