About the role
About Us 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.
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. You'll serve as the first line of support for advisor and customer questions with a legal or tax component, helping to triage, research, and resolve inquiries while partnering with counsel on more complex matters. This is an ideal role for a paralegal who has spent meaningful time in a trusts and estates practice, understands the mechanics of wealth transfer planning, and is excited about leveraging technology to scale how that expertise gets delivered.
Responsibilities Serve as the first point of contact for advisor and end-user questions with a legal, estate planning, or transfer tax component, providing clear and accurate responses Triage and escalate complex legal questions to Associate Counsel and senior counsel with proper context and documentation Support the Associate Counsel in reviewing estate plans for ultra-high-net-worth (UHNW) clients, with a focus on document preparation, organization, and drafting summaries Apply working knowledge of transfer tax concepts — gift tax, estate tax, GST, and the mechanics of Forms 706 and 709 — to customer questions and document review Help maintain legal templates, knowledge base articles, and FAQ documentation related to estate planning workflows across all 50 states and DC Partner with the Customer Support team to resolve tickets within support team workflows that require legal subject matter input and help them upskill on common estate planning and transfer tax concepts Contribute to the ongoing improvement of our AI support systems by flagging common legal inquiries, providing feedback on bot responses, and identifying use cases where AI can assist with first-line legal support Stay current on developments in trusts and estates, wealth transfer, and tax-driven planning Travel occasionally to customer on-sites, trainings, and company retreats as needed
