Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
About the role
We are seeking a Paralegal to join our team and work directly alongside our Associate Counsel and senior legal staff. This role is designed for an experienced estate planning paralegal with a strong working knowledge of transfer taxes — gift, estate, and generation-skipping — who wants to apply that expertise inside a fast-moving fintech startup.
What they're looking for
- 3+ years of experience as a paralegal in a trusts and estates practice, estate planning law firm, trust company, or wealth management firm
- Strong working knowledge of transfer taxes — gift, estate, and generation-skipping — including the mechanics and reporting requirements of Forms 706 and 709
- Solid understanding of estate planning structures including revocable and irrevocable trusts, wills, powers of attorney, and exposure to advanced techniques such as GRATs, ILITs, IDGTs, SLATs, and CLATs/CRATs
- Excellent written and verbal communication, with the ability to explain legal and tax concepts in plain language to non-attorneys
- Customer-first mindset with strong empathy, patience, and problem-solving instincts
- Comfortable working in a fast-paced, ambiguous startup environment and pivoting across competing priorities
More about this role
Wealth.com is the industry’s leading AI wealth management platform, empowering financial advisors to deliver modern, comprehensive estate and tax planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we create a seamless experience that sets us apart.
A key reason behind our position as the #1 estate planning platform is our team.
Our people thrive in a collaborative, supportive culture that encourages innovation and makes Wealth.com a place where people genuinely enjoy working. Wealth.com is certified as a Great Place to Work for 2026 and was named one of America’s Greatest Startup Workplaces 2026 by Newsweek, earning a five-star rating alongside companies including Anthropic, Harvey, and Perplexity.
We are seeking a Paralegal to join our team and work directly alongside our Associate Counsel and senior legal staff. This role is designed for an experienced estate planning paralegal with a strong working knowledge of transfer taxes — gift, estate, and generation-skipping — who wants to apply that expertise inside a fast-moving fintech startup. You'll serve as the first line of support for advisor and customer questions with a...
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