Associate - Strategic Planning

ASPIRIANT LLC; Irvine (CA); On-site; USD 98,000 - 143,000; Full time

Benefits offered by this job

401(k) with company match

Training program

Health insurance contribution up to 95

Job summary

Strategic Planning Law Group, P.C. in Irvine, CA seeks an Associate in Strategic Planning to join a boutique firm focused on estate and business succession planning for high-net-worth clients. The role involves preparing trusts, wills, powers of attorney, and advanced estate tax strategies for ultra-high-net-worth families.

The position requires a J.D. from an ABA-accredited school and California Bar admission (or 2026 exam completion), with 0–3 years in estate planning.

Qualifications

• J.D. degree from an ABA-accredited law school.
• Active California Bar membership or passing 2026 Bar Exam.
• 0–3 years of estate planning experience or working knowledge of related tax concepts.
• Strong interest in estate planning and related tax concepts.

Responsibilities

• Prepare core estate planning documents (Wills, Living Trusts, Powers of Attorney).
• Draft sophisticated estate tax planning techniques (GRATs, QPRTs, Dynasty Trusts, etc.).
• Collaborate with wealth managers as part of a team serving ultra-high net worth families.
• Draft deeds and property-related documents; prepare plan reviews.
• Research tax and estate planning issues and prepare client service plans.
• Prepare documents to form and maintain legal entities (LLPs, LLCs, corporations).
• Manage trust and estate administration and review federal gift/estate tax returns.

Skills

Excellent communication

Organizational skills

Time management

Team player

Confidentiality

Independent problem solving

Education

J.D. degree from ABA-accredited law school

California Bar admission

0-3 years estate planning experience

Interest in estate planning

Tools

Microsoft Office

Excel

Word

Outlook

PowerPoint

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Associate - Strategic Planning

Exclusive Family Office Irvine, CA, US

2 days ago Requisition ID: 1296

Salary Range: $98,000.00 To $143,000.00 Annually

We are Strategic Planning Law Group, P.C.,

Strategic Planning Law Group, P.C., is a boutique estate planning firm in Southern California. The firm focuses on estate and business succession planning for high and ultra-high net worth individuals and families and their closely held businesses. The firm provides excellent support and resources in a team-oriented, collegial setting. We provide an extensive training program in gift and estate tax and advanced estate planning.

How you will contribute:

• Work with clients on the preparation of core estate planning documents (Wills, Living Trusts, Powers of Attorney, etc.)
• Work with clients on the preparation of sophisticated estate tax planning techniques (Grantor Retained Annuity Trusts, Sales to Defective Grantor Trusts, Qualified Personal Residence Trusts, Dynasty Trusts, Life Insurance Trusts, etc.)
• Work with wealth managers as part of a dynamic team providing exceptional intergenerational service to ultra-high net worth families
• Draft documents related to real property including deeds, preliminary change of ownership reports, and property tax filings
• Prepare client service plans detailing estate planning strategies and review of existing estate planning documents
• Conduct legal research related to tax, estate planning and related matters
• Prepare documents to form and maintain legal entities (Family Limited Partnerships, Limited Liability Companies, Corporations, etc.)
• Prepare documents to create and maintain charitable entities (Charitable Remainder Trusts, Private Foundations, philanthropic legacy documents)
• Handle trust and estate administration matters
• Review federal gift and estate tax returns

The attributes and talents that lead to success in the role are:

Knowledge:

• Proficiency in Microsoft Suite (Excel, Word, Outlook) required. PowerPoint helpful.
• Strong initiative and work ethic

Skills:

• Excellent verbal and written communication skills
• Excellent organizational and time management skills, including able to manage competing priorities and manage multiple projects
• A team player who will thrive in a fast-paced environment

Abilities:

• EXTREMELY detail oriented – must have proven ability to juggle multiple priorities
• Impeccable ability to maintain confidentiality
• Ability to work independently and to resolve complex problems
• Ability to timely and confidently execute well-reasoned resolutions

Experience and Education:

• J.D. degree from an ABA accredited law school
• Member in good standing of the California Bar or year 2026 completion of the California State Bar Exam
• Demonstrated strong interest in estate planning required
• 0-3 years of relevant estate planning experience, or the ability to demonstrate a working knowledge of basic estate planning and related tax concepts
• Some understanding of federal gift and estate tax law a plus; completion of Federal Gift & Estate Tax course a plus
• Though not required, some prior law firm experience or professional experience in the area of estate planning is a plus
• Strong interpersonal skills with the ability to interact with individuals at all levels
• Strong drafting skills and attention to detail

We offer –

• Collaborative work environment – Together, We Achieve More
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Company contribution up to 95% for health insurance

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We are committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.