Senior Trust & Estate Manager - Family Office

Brighton Jones • Seattle, WA

10d • Onsite

About The Position

Brighton Jones is seeking a Senior Trust & Estate Manager to support its Family Office team and Brighton Jones Trust Company. This individual reports to the Director of Estate Planning and plays a central role in coordinating estate planning and other legal services for ultra-high net worth clients, as well as trust onboarding and administration services for Brighton Jones Trust Company. This role requires deep technical and practical expertise in trust and estate laws, transfer tax planning for high-net worth individuals, trustee fiduciary compliance, and trust administration. The Senior Trust & Estate Manager will work closely with Family Office wealth advisors, coordinating strategy, timing, and execution across clients’ legal, tax, and financial landscape. As the primary point of contact for Brighton Jones Trust Company, this role is responsible for fiduciary support, coordinating initial trust onboarding, and ongoing trust administration.

Requirements

• 6+ years of direct experience working with high-net worth clients providing family office/private client services, trust and estate and related legal services, and trust administration work.
• Paralegal certificate or equivalent legal training.
• Strong ability to read, interpret, and translate trust and estate documents into clear actions and operational requirements.
• Deep familiarity with trust structures, estate planning concepts, and fiduciary responsibilities.
• Experience supporting trust administration process.
• Excellent organizational skills with the ability to manage multiple priorities and deadlines.
• Clear, professional, and concise communication skills.
• High level of discretion and professionalism handling sensitive client information.

Nice To Haves

• Experience within or closely supporting a trust company, corporate trustee, or similar environment strongly preferred.
• Experience supporting estate planning strategy and execution, ideally in a Family Office or ultra high net worth client environment.

Responsibilities

• Partner closely with the Director of Estate Planning to coordinate and execute estate planning and other legal services for ultra-high net worth Family Office clients.
• Analyze estate plans and trust documents, prepare summaries and flowcharts, identify planning opportunities and gaps.
• Assist with targeted legal research.
• Transfer tax modeling.
• Coordinate with clients' outside legal advisors to draft legal documents.
• Proactively identify legal needs and planning opportunities tailored to the clients’ personal, charitable, tax, and financial goals.
• Coordinate income and transfer tax reporting.
• Support Family Office advisors in managing complex, multi-generational trust and estate structures for ultra-high net worth clients.
• Facilitate clear communication and information flow across legal, advisory, and operational teams.
• Partner closely with the Director of Estate Planning to oversee Brighton Jones Trust Company’s trustee and other fiduciary services.
• Support initial trust onboarding and account set up for new clients.
• Manage ongoing trust administration, including coordinating trust distributions, reporting to beneficiaries, and trust accountings.
• Workflow and project management, including tracking trust milestones, deliverables, and deadlines.
• Maintain strict confidentiality and exercise strong judgment in handling sensitive client and family information.
• Partner with legal, compliance, and other stakeholders to ensure alignment with fiduciary and regulatory requirements.
• Support internal coordination, project tracking, and operational updates as the trust company continues to scale.
• Own and improve tracking systems for trust and estate and related legal services workflows, ensuring visibility, accountability, and follow-through.
• Manage scheduling and coordination for trust and estate-related meetings, working sessions, and internal discussions.
• Maintain organized and accurate documentation across systems.
• Identify opportunities to streamline processes, reduce friction, and improve operational efficiency.
• Assist with billing, reporting, and preparation of client materials and presentation decks.

Benefits

• Fully paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members
• Minimum 3 weeks PTO starting Day 1
• Winter Break
• Summer Friday flex-days
• 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit
• 100% reimbursement for required training, certifications, licensing, and dues
• Personal career development plans
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed