Senior Trust & Estate Manager - Family Office

Key Responsibilities:

Family Office Legal Support

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

Brighton Jones Trust Company Support

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

Operational Excellence & Workflow Management

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

What You Bring:

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.

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

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

This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

What Makes You Stand Out

You bring clarity and structure to complex trust and estate workflows

You can interpret legal documents and quickly translate them into actionable next steps

You anticipate needs and proactively move work forward

You balance precision with pace in a fast-moving environment

You understand the nuance of working with ultra high net worth families and operate with strong judgment, high emotional intelligence, and client-first service.

Who Thrives in This Role

Enjoy working at the intersection of estate planning, trust administration, and client service

Take pride in accuracy, follow-through, and getting the details right

Prefer roles where you own outcomes, not just tasks

Are comfortable navigating complexity and ambiguity

Want to be part of building a high-quality, scalable trust and estate platform

Compensation:

Pay : $100K – $150K+

Profit share: Additional opportunities for discretionary year-end profit sharing

Ownership & Financial Wellbeing

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

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

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

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

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