Senior Associate - Trust & Estate - Family Office

By submitting an application for employment with Blue Trust, you consent and agree that your information may be shared with a third-party staffing firm contracted by Blue Trust.

About Blue Trust:

For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $62 billion in assets under advisement, Blue Trust serves more than 11,000 clients across the country. (as of 12/31/2025 and subject to change).

Position Overview:  The Senior Associate - Trust & Estate is responsible for supporting the Senior Advisor - Trust & Estate in serving Family Office clients with excellence by providing technical expertise in estate, gift, trust and charitable planning. This role will serve as a technical authority on sophisticated estate, trust, and wealth transfer strategies, partnering closely with Family Office Advisors, attorneys, and tax professionals. Assists with the development of educational materials for various estate, trust and charitable planning strategies.

Principal Accountabilities:
Client & Advisor Support

• Collaborate with Family Office Advisors on client strategy design and case consultation
• Assist and/or participate in client meetings as a technical specialist to explain planning strategies in a clear, client-friendly manner
• Prepare complex estate planning diagrams in Luminary based on the legal documents and client’s financial information.
• Review client balance sheets, estate documents, and existing structures to identify optimization opportunities.
• Understands and supports the counsel and biblical basis upon which Blue Trust serves its client base.
• Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values.
• Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies      and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.

Planning Strategy Development

• Evaluate existing estate plan and trust structures and recommend enhancements or restructuring
• Design customized estate, trust and charitable planning strategies aligned with client goals, such as:
  • Business succession planning
    • Recap, gifts, installment sales
  • Multigenerational wealth transfer and design
    • FLPs/LLCs, GRATs, IDGTs, QPRTs, Installment Sales
  • Charitable planning strategies and design
    • CRTs, CLTs, DAF/PF

    Cross-Functional Collaboration

• Assist Family Office Advisor with design, analysis and implementation of wealth transfer and charitable strategies
• Partner with internal teams (investment, tax, legal, insurance) to deliver integrated wealth transfer solutions
• Coordinate with external professionals (attorneys, CPAs, trustees) on design and implementation of strategies

Education & Thought Leadership

• Provide education to Family Office Advisors and Family Office Planners on estate, trust and charitable planning opportunities and emerging strategies
• Develop white papers, presentations, and planning materials for UHNW clients
• Monitor legislative changes and communicate implications proactively