Estate Planning Strategy Associate

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

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.