The Role
The Legal Intern will assist with legal research, document review, drafting legal content, and supporting special projects in a legal tech environment.
Summary Generated by Built In
Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
About the Role:
We are seeking a highly motivated and detail-oriented legal intern to join our growing legal team part-time. This is an excellent opportunity for a law student with a keen interest in estate planning, tax law, and the intersection of law and technology. The intern will gain hands-on experience in a fast-paced legal tech environment, contributing to the development and maintenance of our legal content and product features.
Responsibilities:
- Assist with legal research on various aspects of estate planning, probate, trust administration, and federal and state tax laws (income, gift, estate, GST).
- Review and analyze legal documents, statutes, regulations, and case law across all U.S. jurisdictions.
- Support the legal team in drafting and updating legal content, including internal legal memoranda, templates, and marketing materials.
- Contribute to the legal accuracy and compliance of our estate planning software solutions.
- Assist with special projects related to AI, product development, and legal compliance.
- Participate in team meetings and discussions, offering insights and contributing to problem-solving.
Qualifications:
- Currently enrolled in an accredited Juris Doctor (J.D.) program.
- Demonstrated coursework or strong interest in estate planning, trusts and estates, and/or tax law.
- Excellent legal research and writing skills.
- Ability to analyze complex legal issues and communicate findings clearly and concisely.
- Strong attention to detail and organizational skills.
- Proactive, self-starter with the ability to work independently and collaboratively in a team environment.
- Prior experience in a legal setting or a technology company is a plus, but not required.
What We Offer:
- Valuable hands-on experience in a dynamic legal department.
- Exposure to cutting-edge estate planning technology and legal solutions.
- Mentorship and guidance from experienced legal professionals.
- The opportunity to contribute to a product that makes a real impact on financial advisors and their clients.
- A collaborative and innovative remote work environment.
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
AI
Estate Planning Software
Legal Research
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The Company
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
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