Contract - Estate Planning Professional
KikoffRemotePosted 31 March 2026
Job Description
Kikoff: A FinTech Unicorn Powering Financial Progress with AI At Kikoff, our mission is to provide radically affordable financial tools to help consumers achieve financial security. We're a profitable, high growth FinTech unicorn serving millions of people, many of whom are building credit or navigating life paycheck to paycheck. With innovative technology and AI, we simplify credit building, reduce debt, and expand access to financial opportunities to those who need them the most. Founded in 2019, Kikoff is headquartered in San Francisco and backed by top-tier VC investors and NBA star Stephen Curry.
Why Kikoff:
This is a consumer fintech startup, and you will be working with serial entrepreneurs who have built strong consumer brands and innovative products. We value extreme ownership, clear communication, a strong sense of craftsmanship, and the desire to create lasting work and work relationships. Yes, you can build an exciting business AND have real-life real-customer impact.
Role Overview The Estate Planning Professional educates customers on wills, trusts, beneficiary designations, and strategies for protecting family assets. What You’ll Do • Provide 30-minute virtual consultations • Explain the differences between wills, trusts, and other estate tools • Educate customers on probate and how to avoid it • Help customers understand beneficiary designations and asset titling • Discuss strategies to protect dependents and transfer assets effectively
Ideal Background • Estate planning attorney or estate planning professional • 3+ years working with wills, trusts, or probate matters • Experience explaining legal concepts to non-legal audiences
Equal Employment Opportunity Statement
Kikoff Inc. is an equal opportunity employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities and considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
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