Associate, Strategic Planning

About the Role

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

Key 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.)
• 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

Requirements & Tech Stack

• Proficiency in Microsoft Suite (Excel, Word, Outlook) required. PowerPoint helpful.
• Strong initiative and work ethic
• Excellent verbal and written communication skills
• Excellent organizational and time management skills, including ability to manage competing priorities and multiple projects
• A team player who will thrive in a fast-paced environment
• 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
• Strong interpersonal skills with the ability to interact with individuals at all levels
• Strong drafting skills and attention to detail

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 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

Additional Information

• Collaborative work environment
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

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