We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

At the heart of our success is data—not just reporting numbers, but driving real business impact through deep analytical thinking, rigorous testing, and clear insights that empower teams to take action.

About You

We’re looking for a Data Analyst who is excited to work across the business, helping teams make smarter decisions through reliable reporting, deep analysis, and actionable insights. This role will work closely with our Marketing and Product teams, helping optimize growth and improve user experiences, while also supporting broader analytics needs across the company.

If you thrive in fast-paced environments, enjoy solving business challenges with data, and want to shape how our company uses analytics, this is the role for you.

You’re a curious, impact-driven analyst who doesn’t just report on data—you dig deeper to find the story behind the numbers. You thrive working directly with teams to provide data-driven guidance that influences key business decisions. You have a strong ability to visualize data insights, build reporting, and understand how different metrics influence growth, engagement, and operational performance.

You are comfortable extracting and analyzing data using SQL and leveraging Excel, Python, or R to uncover insights and create compelling visualizations. You integrate AI tools in your workflows to streamline and enhance analysis. You contribute to the design and evaluation of experiments, and translate findings into actionable insights for non-technical stakeholders. You take ownership of your work, ensuring high-quality reporting and analysis that drive meaningful impact.

About The Role

This role is part of our Data Analytics function and will work cross-functionally to support teams across the company with data-driven insights and reporting. You'll partner with teams to structure experiments, analyze conversion funnels, optimize user experience, and track performance while contributing to broader analytics initiatives that empower decision-making across the business.

Perform deep-dive analyses to identify trends, uncover insights, and recommend courses of action that drive impact. Leveraging AI to accelerate workflows.
Work closely with Marketing & Product teams to develop reporting and analyze acquisition, retention, and engagement, surfacing insights that drive better decision-making.
Design and analyze experiments, helping teams measure impact, rigorously interpret results, and avoid misleading conclusions.
Ensure data accuracy and integrity, proactively identifying and resolving discrepancies in reporting and analysis.
Develop dashboards and reports ensuring key metrics are consistently tracked and easily accessible for decision-making.
Gather, clean, and manage data from multiple sources, including handling data ingestion from reports such as CSV uploads.
Support analytics initiatives across the company, partnering with cross-functional teams where needed.
Support financial and operational analytics by ensuring key data is structured and accessible for forecasting and modeling.
Identify automation opportunities to streamline analytics workflows and improve efficiency.
Proactively spot trends, anomalies, and opportunities that others might miss.

Qualifications

3-7+ years of experience in a data analysis or similar role.
Proficiency in SQL for querying and analyzing structured data.
Strong knowledge of basic statistical concepts (e.g., hypothesis testing, confidence intervals).
Proficiency with Excel for analysis and visualization.
Ability to translate business questions into structured reporting.
Comfortable leveraging AI/LLMs to accelerate analysis.
Strong data visualization skills.
Understanding of data integrity, ensuring reports and dashboards are accurate and reliable.
Familiar with modern BI tools (e.g., ThoughtSpot, Looker, Tableau).
Comfortable working with financial and operational data to support business reporting.
Highly organized, with a strong attention to data accuracy and integrity.

Bonus Points For

Bachelor’s or Master’s in Mathematics, Economics, Statistics or related field.
Experience in SaaS, fintech, or direct-to-consumer businesses in growth or startup stages.
Familiarity with Python or R for analysis, visualization, and automation.
Familiarity with dbt, Snowflake, or modern data stack components.
Experience in growth marketing analytics, performance marketing, or product intelligence.
Expertise in applying advanced statistical concepts and methodologies in real-world business contexts.
A Passion for legacy planning, fintech, or mission-driven work.

Employee Benefits & Perks

Compensation: Salary + Equity
Our salary range for this position is $100,000- $145,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
PTO
Flexible time off that you are encouraged to use
Generous paid company holidays and breaks throughout the year
Monthly friends & family day
Paid time off to volunteer in your community
Health and Wellness Benefits
Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
Financial wellness benefits (Equity & tax advisory support, financial coach support, and employee-sponsored 401k)
Guest speakers & reimbursement for learning opportunities
Extra
Flexible work schedule + hours
Family-friendly work environment. We support the complexity of a remote world with the needs of families
Optional company-sponsored events and travel throughout the year
$500 Work from home stipend + Apple accessories

About Trust & Will

We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required.
We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.