Senior Product Designer II, Professionals

About the role

Most families don't have an estate plan. And the ones who do often got there because a financial advisor, attorney, or nonprofit partner guided them there. That's the platform you'll be designing for. Our Professionals channel serves more than 15,000 wealth planning professionals who help millions of families get their plans in place. It's the fastest-growing part of our business - and one of the most consequential. The work you do here shapes how advisors show up for their clients at some of the most important moments of their lives. This is a high-autonomy role. You'll be embedded in the Professionals squad, working alongside Product and Engineering from discovery through delivery. You'll also bring your thinking to the broader product when the team needs it.

Responsibilities

• Shape what gets prioritized. You'll work closely with PMs to influence the roadmap. When you have a clear read on what users need and why it matters, you'll bring that in before decisions get locked in.
• Set the craft bar. You'll bring a sophisticated visual design sensibility to a product that has historically leaned functional. That means strong hierarchy, considered interaction patterns, and an aesthetic that earns trust of professionals who spend their days in financial tools.
• Move fast and know when to slow down. Startup pace is real here. You'll make smart tradeoffs - balancing scope, effort, and opportunity cost with Product and Engineering.
• Contribute to systems. You'll help extend our design system in ways that scale - building reusable patterns that hold up across the Professionals platform and beyond.
• Raise the bar for the team around you. You'll bring a point of view on where design is headed - sharing thinking, sparking conversations, and helping the team stay sharp on craft, process,

Additional Information

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. If you would like to join us, we are looking for a Senior Product Designer II that will shape how financial advisors, attorneys, and nonprofit partners help millions of families get their estate plans in place. You'll be embedded in our Professionals squad - the fastest-growing part of our business - owning complex, multi-sided design problems end-to-end from research through ship. About You: You've designed complex B2B or platform products and understand that professionals don't have time for a product that gets in their way, and who need to trust what they're putting in front of their clients. Not everything will be defined when it lands on your plate. You're comfortable with that - you know how to find your footing and move forward without waiting for someone to hand you a cleaner brief. You have strong opinions about visual design - hierarchy, type, color, motion, and the fluency to act on them. You think about how a product functions as well as how it feels, and your work reflects that. You understand that influence is part of the job. You can build a design rationale that lands with a skeptical PM, articulate tradeoffs to an engineer under deadline, and make a case for the right call in a room that's leaning the other way. You push back when it matters and let go when it doesn't. You're genuinely excited about what AI can do for both your design process and the products you build. Most importantly: you care about what we're building here. Estate planning isn't an abstract product category. It's the difference between a family that's protected and one that isn't and that motivates you.

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