Legal Intern

November 25

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Wealth.com

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SaaS • Fintech • B2B

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.