Apply on Employer Site

Brighton Jones · 9 hours ago

Family Office Director of Estate Planning

Seattle, WA

Full-time

Onsite

Senior Level, Lead/Staff

$250K/yr - $350K/yr

10+ years exp

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. They are seeking an experienced and strategic Director of Estate Planning to lead and expand their estate planning services, providing expert guidance on estate, tax, and wealth transfer strategies while collaborating with other specialists to ensure seamless integration into clients’ overall financial plans.

Financial Services

Growth Opportunities

Responsibilities

Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients

Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning—including producing estate plan summaries and flow charts for clients

Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals

Collaborate closely with the Director of Financial Planning, Director of Tax, and in-house law firm for Multi-Family Office and Single Family Office clients to address client-specific needs and goals

Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions

As Brighton Jones launches Trust Co in 2026, serve as the main point of contact for advisors firmwide, fielding technical trust questions, assessing risk, and providing strategic guidance. This role will also support client meetings as a subject matter expert when advisors seek trust expertise in the room

Perform simple drafting for promissory notes, contracts, and related documentation in coordination with internal and external counsel

Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and seeing through the implementation of strategies

Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks

Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery

Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning

Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs

Support business development in prospect meetings and by partnering with marketing to tailor educational content

Represent Brighton Jones at industry events, conferences, and networking opportunities to build relationships and enhance the firm’s estate planning expertise

Qualification

Estate PlanningTax LawWealth ManagementClient Relationship ManagementCommunication SkillsStrategic ThinkingPublic SpeakingTeam CollaborationProblem SolvingMentoringContinuous Learning