Legal Intern

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.