Estate Planning Associate - UHNW Focus & CE Benefits

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

Benefits offered by this job

Collaborative culture

Career development

CE assistance

401(k) match

Health insurance

Job summary

Aspiriant, a premier exclusive family office in Irvine, CA, seeks an estate planning attorney to join our boutique firm. You will prepare core estate planning documents, craft sophisticated tax strategies, and collaborate with wealth managers to serve ultra-high net worth families.

Requirements include a JD from an ABA-accredited school, active California Bar status (or upcoming admission), and 0–3 years of estate planning experience. Excellent drafting and confidentiality are essential.

Qualifications

• 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 working knowledge of basic estate planning and related tax concepts.
• Some understanding of federal gift & estate tax law is a plus; completion of Federal Gift & Estate Tax course is a plus.
• Prior law firm experience or professional experience in estate planning is a plus.

Responsibilities

• 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.).
• Collaborate with wealth managers as part of a team providing 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 documents.
• Conduct legal research related to tax, estate planning and related matters.
• Prepare documents to form and maintain legal entities (Family Limited Partnerships, LLCs, 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.

Skills

Verbal communication

Written communication

Attention to detail

Team player

Confidentiality

Education

ABA-accredited JD

California Bar admission

Tools

Microsoft Excel

Microsoft Word

Outlook

PowerPoint

Job description

Aspiriant, a premier exclusive family office in Irvine, CA, seeks an estate planning attorney to join our boutique firm. You will prepare core estate planning documents, craft sophisticated tax strategies, and collaborate with wealth managers to serve ultra-high net worth families.

Requirements include a JD from an ABA-accredited school, active California Bar status (or upcoming admission), and 0–3 years of estate planning experience. Excellent drafting and confidentiality are essential.