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!
We are seeking a dynamic and experienced legal professional to join our team as Sr. Product Counsel, reporting to the Chief of Legal. As a key member of our legal department, you will play a crucial role in serving as a trusted advisor and subject matter expert developing and maintaining the highest quality estate documents on wealth.com’s leading platform. This person should not only be an expert in legal requirements for estate planning but also understand the intricacies of working in a fast-paced startup environment, especially working with product and engineering teams. This position offers a unique opportunity to be part of a rapidly growing company and work cross-functionally with product, engineering, marketing, sales and more teams to provide practical legal guidance and to be an integral part of developing an exciting software solution that provides the same legal rigor of seasoned estate attorneys.
Responsibilites:
- Develop, draft, maintain and improve legal templates and workflows for the formation of estate planning documents across all 50 states and DC, including state-by-state legal nuances
- Serve as a trusted advisor and subject matter expert to other departments
- Provide full product life-cycle counseling, including building scalable and efficient processes, in support of creating dynamic solutions for end users, financial advisors and other fiduciary industry experts
- Lend legal expertise to the engineering and data science teams in developing AI tools
- Support the sales team during trade shows, conferences, sales demos and other meetings, if needed
- Be responsive to customer questions arising from the support team
- Write articles, blogs and other content on estate planning topics for product feature releases or general education with the marketing team
- Stay up-to-date on laws and regulations trusts and estates, wealth transfer and tax-driven planning, to help Wealth adapt to, and capitalize on, changing regulatory environments
- As the need arises, support the Chief Legal Officer to address legal risk in business-centric decisions, including strategic projects, contract negotiations, and product risk management
Qualifications:
- J.D. degree from an American Bar Association accredited law school
- Active law license in at least one U.S. state, in good standing
- Minimum 3 years of experience as a practicing attorney
- Strong experience, specifically within trusts and estates. (Bonus, but not required).
- Probate or estate controversy
- Commercial contracting
- Investment Advisors Act
- Strong communication skills (written and verbal), with an impressive ability to breakdown and articulate complex legal considerations in layman terms
- Proactive, entrepreneurial and problem-solving mindset with a passion for new areas of business and technology development in fintech and estate planning
- Excellent judgment and aptitude for optimization given ambiguous and imperfect information
- Ability to lead projects as a resourceful and execution-oriented self-starter, to pivot between projects and competing objectives, to learn quickly and to think creatively
- Ability to collaborate with and build strong relationships across departments
- Experience with business development or speaking engagements
- Willingness to travel 3 to 4 times a year to attend sales obligations and company retreats (U.S. only)
Why You'll Love Working for wealth.com:
- You won’t find any of the negative stereotypes about startups at wealth.com, and you get to help build something that is truly making a difference at a company that is driving rapid revenue growth with a best-in-class platform.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Medical, dental, vision benefits.
- 100% paid STD/LTD and Basic Life Insurance
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Holidays and the day off for your birthday!
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire
- Free lifetime access to wealth.com estate planning!
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
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.
