Attorney

• 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.

Legal Intern

Legal Compliance Analyst

Legal Fellow, Summer 2026

Conflicts Attorney

Director of Engineering – Senior, LegalTech

Legal Operations Coordinator