Wealth is hiring a
Estate Planning Expert

Summary

Wealth.com is seeking a dynamic legal professional with 3+ years of experience in private wealth or trusts & estates practice area to join their team as Trusts & Estates Expert. The role involves drafting, reviewing, and summarizing complex estate documents, developing and maintaining legal templates, staying updated on laws and regulations, and researching legal topics. The position offers a unique opportunity to work in a rapidly growing company with a fully remote, flexible work environment, medical benefits, paid time off, holidays, parental leave, company equity, 401k with match, and free lifetime access to Wealth.com estate planning.

Requirements

• 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

Responsibilities

• 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
• 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

Benefits

• Fully remote, flexible work environment
• 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!