The Role
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.
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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.
