Marketing Lead - Estate Kit

Who Is Estate Kit & How Are They Changing the World 

Estate Kit is a simple, trusted way for families to organize, update, and securely share the most important information in their lives, so loved ones have clarity when it matters most. Launching in Canada in late 2025, we are making estate planning simpler, more human and more widely accessible. 

Estate Kit brings together three pillars:

1. Organization: Centralize your most important documents, instructions and legacy information, from legal and financial records to personal wishes, in one secure, structured system.
2. Sharing: Give trusted people access to what they need, when they need it, with permissions built in.
3. Estate planning: Simplify what half of North Americans put off. Whether users work with a lawyer or use DIY legal tools, Estate Kit prepares them, saves time and money, and, through personalized calculators and tools, helps them understand their options so they can make smarter, more confident decisions for their families and the causes they care about.

By organizing vital information and clear instructions, Estate Kit cuts through confusion and frees families to focus on what matters most: their relationships.

How Will I Make An Impact? 

As the first marketing hire, you’ll build the marketing function from the ground up and work directly with the Founder.

• Go-To-Market: Own Estate Kit’s go-to-market strategy for Canada (75% consumer, ~25% partnerships), using existing audience insights to craft messaging and create the launch calendar and partner marketing plans. While your primary focus is Canada, you will also help lay early groundwork for future U.S. expansion through light market research, test campaigns and initial partnership outreach.
  
  
• Content Creation: Conceive, plan and execute marketing content initiatives, from campaign concepts and editorial themes to channel strategies and community programs, building scalable processes to deliver written, video, organic and paid social content. In addition, you will manage third party creative vendor relationships when relevant.
  
  
• Channel Testing: Develop and execute a comprehensive testing strategy across marketing channels, including digital acquisition, offline initiatives and partnerships, to quickly identify and scale those that deliver the strongest engagement and conversion. 

• Lifecycle Optimization: Design, test and optimize lifecycle programs such as onboarding, email nurture and retention campaigns to improve conversion, utilization and long-term customer value.
  
  
• Marketing Budget & Analytics: Use analytics, marketing tools and performance data to strategically manage the marketing budget, allocating spend across channels and programs, tracking ROI and making data-driven decisions to maximize impact.

• Partnerships & B2B Support: Develop co-branded campaigns, partner enablement tools and marketing materials to support and activate partnerships with aligned organizations. Assist the Founder with B2B sales by identifying and researching prospective organizations such as financial institutions, advisors, MGAs and affinity groups, supporting outreach and producing materials that strengthen pitches and follow up.

Beyond metrics and growth, your work will help families focus on what matters most: each other.

How Do I Know If This Is For Me? 

• You’re an entrepreneurial,  hands-on builder who loves experimenting, owning outcomes and iterating quickly.
  
  
• You value trust, empathy, and excellence and are motivated by helping people navigate some of life’s most sensitive moments.
  
  
• You are a self-starter who thrives in early-stage environments, rolling up your sleeves and building from scratch.
  
  
• You’re excited by content and community building and you also think in funnels, budgets, and measurable outcomes.

• You’re energized by both consumer marketing and supporting B2B and partnership initiatives and you enjoy variety in your work.

• You use analytics and marketing tools to inform decisions and allocate budget wisely.

• You’re already leveraging AI tools in marketing to work smarter, increasing speed, output and impact while preserving creativity and human connection.

Our Ideal Candidate Looks Like: 

• Experience: 3–6 years in marketing with proven strengths in content marketing, performance marketing, and digital channels (paid and social), plus experience managing lifecycle programs.

• Owner’s mindset: proactive, detail-oriented, and energized by responsibility in an early-stage environment.

• Full-funnel orientation: comfort setting metrics, managing spend, and making channel tradeoffs.

• Brand voice: Skilled at representing the voice and face of a brand through content, partnerships, and engagement.
  
  
• Partnerships/B2B: Experience sourcing and reaching out to potential partners and supporting B2B sales efforts, while building and maintaining strong relationships.

• Bonus: experience in consumer-facing (B2C/D2C) subscription models or in trust-centric domains such as fintech, legaltech, or healthtech.
  
  

We understand, accept, and value the differences between people of different backgrounds, genders, sexual orientations, ages, beliefs, and abilities. We are happy to make any accommodations you may need throughout the interview process.  We aim to create an inclusive environment and encourage diverse individuals to apply.