An attorney-led firm currently in formation.
Jay is being built around licensed, experienced attorneys, with AI handling intake, drafting, scheduling, and billing so attorneys can focus on judgment, strategy, and client relationships.
Two ways to practice with Jay.
Option 01: Bring Jay into your firm
Keep your practice, your clients, and your independence, while Jay's platform handles administration in the background.
Currently accepting design partners.
Option 02: Join the Jay firm
Practice under the Jay brand, using the same technology and standards, alongside our founding team and a growing group of attorneys.
Currently recruiting a Founding Partner, Trusts & Estates.
Tell us about your practice.
Whether you're exploring a design partnership or the Founding Partner role, share a few details and we'll follow up to schedule a conversation.
Help clients turn intentions into finished plans.
Jay connects financial advisors, clients, and trust and estate attorneys around one estate plan, from initial planning through ongoing upkeep.
We are building partner relationships to begin accepting clients this fall.
Support your client with trust and estate planning.
Support clients
With the client's consent, Jay gives financial advisors visibility into where a plan stands.
Stay informed without practicing law
The attorney retains full responsibility for legal advice and judgment. Nothing here shifts liability to the advisor.
Build multi-generational relationships
Estate planning brings spouses, children, and heirs into the conversation. That's an opening for advisors to build relationships with the next generation of clients.
Tell us about your firm.
Jay is currently working with a small number of independent RIAs, family offices, and larger wealth management institutions. Schedule a conversation with Jay.
Your estate plan, without the guesswork.
Jay helps you understand what you need, work with an experienced attorney in your state, and see what's done and what still needs attention.
While we are not yet accepting clients, we plan to be in operation this fall. If you are interested and would like to join the waitlist, please click here.
Know where your plan stands.
Families often choose between self-service documents and a traditional legal process that's inconsistent or hard to navigate. Even after documents are signed, steps like updating beneficiaries or retitling assets are easy to miss.
Guidance from the start
Understand which documents and decisions matter for your family, and why.
An experienced attorney in your state
Work with a licensed attorney who knows the laws that apply to you.
Visibility throughout
See what's complete, what's open, and what's needed from you.
Join the interest list.
Share a few details and we'll reach out as Jay becomes available in your state.
The team building Jay.
A small team of operators and engineers, backed by investors from Datavant and LiveRamp.
Bob Borek: Founder
Previously COO and President at Datavant, scaling the company from early stage to more than $7B in value. Before that, Wachtell, Lipton, Rosen & Katz, Stanford Symbolic Systems, and Yale Law.
Victor Cai: Founding Engineer
Previously Founding Engineer at Arbital Health and Datavant. Studied Math and Economics at Cornell.
Backed by Shaper Capital. Travis May, co-founder of LiveRamp and Fractional AI, and founder of Datavant and Shaper Capital, is an investor and ongoing advisor.
Actively hiring: Founding Partner, Trusts & Estates · Engineering. See open roles →