Senior Account Executive II, Advisors
Trust & Will
About this role
Trust & Will is a digital estate planning platform seeking a Senior Account Executive II to lead and expand enterprise sales within the advisor channel, focusing on high-value partnerships with financial firms and RIAs. The role involves engaging with senior stakeholders, developing strategic account plans, and contributing to company growth through complex, long-term sales cycles.
Skills
About Trust & Will
trustandwill.comTrust & Will is an online estate‑planning platform that helps individuals and families create, edit, store, and share legally valid wills, trusts, and related estate documents. Using guided workflows and templates, it streamlines the process so users can name beneficiaries and guardians, arrange asset transfers, and update plans without a traditional in‑person attorney visit. The service includes secure digital storage and sharing tools to keep documents accessible and easy to manage. Trust & Will positions itself as an affordable, user‑friendly alternative to traditional estate‑planning services.
Recent company news
TipRanksTrust & Will Targets Advisor Engagement With Estate-Planning Education
4 hours ago
The National Council on Aging (NCOA)Our Guide to the Best Online Will Makers 2026
1 week ago
PR NewswireTrust & Will Launches an Attorney Platform to Support the Next Generation of Estate Planning Attorneys
1 month ago
TipRanksTrust & Will Emphasizes Advisor-Focused Estate Planning Education
6 hours ago
San Diego Business JournalTrust & Will Launches AI-Powered Platform for Attorneys
1 month ago
About Trust & Will
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for Trust & Will.
Salary
$250k – $300k
per year