Wealth.com is the industry’s leading estate planning platform. We empower financial advisors to provide a modern, comprehensive estate planning solution to their clients through our unique blend of best-in-class technology, AI and unparalleled human expertise. Beyond having one of the best domain names in fintech, wealth.com is reimagining the industry through innovative technology. Our extremely talented team and strong culture of collaboration is why we’re considered the #1 Estate Planning platform.
We are seeking a dynamic and experienced legal professional to join our team as Trusts & Estates Expert. As a member of our legal department, you will play a crucial role in serving as a subject matter expert developing and maintaining the highest quality estate documents on wealth.com’s leading platform. This person should not only have extensive expertise in drafting, reading and reviewing estate planning documents, but also understand the intricacies of working in a fast-paced startup environment and be naturally curious about the intersection of law and technology. This position offers a unique opportunity to be part of a rapidly growing company and work cross-functionally with product and engineering teams to identify legal concepts and issues, provide practical legal guidance to non-attorneys, and be an integral part of developing an exciting software solution that provides the same legal rigor as that of seasoned estate attorneys.
Responsibilites:
- Draft, review and summarize complex wills, revocable trusts, irrevocable trusts (such as GRATs, ILITs, and testamentary trusts), durable powers of attorney and advance health care directives
- 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
- 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
- Research and draft marketing and other materials for publication on trusts & estates, tax, real estate, and probate matters
- As the need arises, support the Chief Legal Officer by researching legal and regulatory topics, such as legal ethics, data privacy and artificial intelligence to address legal issues facing the company
Qualifications:
- J.D. degree or paralegal certification
- Minimum 3 years of experience as an attorney or paralegal in private wealth or trusts & estates practice area
- 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
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!
$80,000 - $100,000 a year
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.