US Lawyer – iWills, iWaqf

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Wahed

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💸 Finance

💳 Fintech

Finance • Fintech

Wahed is a financial technology company founded in 2015 that focuses on advancing financial inclusion through accessible, affordable, and values-based investing. The company is prominent in ethical and halal investing, providing an easy-to-use digital platform that offers portfolio options tailored to clients' risk appetite. Wahed has attracted over 300,000 customers globally, including in the US, UK, UAE, and Malaysia, via their website and mobile app, showcasing significant growth and demand for its services. For more details, visit wahed. com.

📋 Description

• Lead the legal work required to establish iWill, helping Wahed build a compliant and scalable US private client legal offering. • Advise on appropriate legal structures, licensing requirements, regulatory considerations, and state-by-state requirements for launching estate planning services in the US. • Work closely with Wahed leadership to shape the launch roadmap, service model, and legal operating framework. • Develop and deliver legal services relating to Wills, probate, estate administration, trusts, powers of attorney, healthcare directives, and wider estate planning matters. • Draft, review, and maintain client-facing legal documents, templates, precedents, workflows, and guidance notes. • Ensure all services are legally robust, client-friendly, and suitable for Muslim families seeking faith-aligned legacy planning. • Support the development of Shariah-conscious estate planning solutions that align with US legal requirements and Islamic inheritance principles. • Advise on charitable legacy planning, waqf-inspired structures, donor-advised arrangements, charitable trusts, and planned giving solutions. • Help position iWill as a trusted service provider for clients seeking to protect their families and leave a meaningful legacy. • Provide legal input on federal and state estate tax, gift tax, trust administration, probate, and inheritance planning considerations. • Identify legal, regulatory, tax, and operational risks and recommend practical, commercially sound solutions. • Work with external counsel and advisers where required to ensure compliance across relevant US jurisdictions. • Partner with product, compliance, operations, marketing, technology, and customer experience teams to build a scalable legal service. • Help design efficient client journeys, digital workflows, internal policies, and operational processes for iWill and iWaqf. • Support training, knowledge-sharing, community education, and go-to-market activity for the US estate planning offering. • Work with the iWill Solicitors leadership in the UK to grow and develop the business.

🎯 Requirements

• Juris Doctor degree and active licence to practise law in at least one US state. • Membership in relevant trusts and estates professional bodies, Bar sections, or estate planning councils. • Strong experience in Wills, estate planning, probate, estate administration, trusts, and private client advisory. • Good understanding of US estate tax, gift tax, trust structures, inheritance planning, and succession matters. • Strong legal drafting skills, including experience preparing Wills, trusts, powers of attorney, healthcare directives, probate documents, and estate planning materials. • Ability to work in an early-stage, build-from-scratch environment with a high level of ownership. • Strong commercial judgement with the ability to translate legal analysis into practical business recommendations. • Comfortable creating legal processes, service models, templates, and workflows for a new legal offering. • Excellent communication skills, with the ability to explain complex legal concepts clearly to clients, non-lawyers, and internal stakeholders. • Strong project management skills with the ability to prioritise, execute, and manage ambiguity in a fast-moving environment. • Ability to collaborate effectively with leadership, product, compliance, operations, marketing, and external advisers.