Trust & Estate Paralegal

Gilbride, Tusa, Last & Spellane LLC; Stamford (CT); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

Life Insurance

401(k) and Profit Sharing Plans

Generous PTO

Job summary

Gilbride, Tusa, Last & Spellane LLC is seeking a Trust & Estate Paralegal to join our Greenwich, Connecticut team. The role supports attorneys in complex estate and trust administration, drafts key documents, and ensures accurate filing and recordkeeping.

You will manage multiple estates, coordinate deadlines, and contribute to a collaborative, client-focused environment. This in-house position offers competitive compensation and benefits for a dedicated professional.

Qualifications

• Bachelor's degree required.
• 2-5 years of relevant paralegal experience preferred.
• Direct experience supporting Trust & Estates attorneys is highly desired.
• Strong command of computer tax software and Bloomberg software.
• Exceptional communication, writing, organizational, and research skills.
• Willingness to commit to a two-year term at the firm.

Responsibilities

• Estate & Trust Administration: Navigating administration, tracking trust information, asset inventories, trustees, grantor trust status, GST-exempt status.
• Probate Filings: Preparing petitions and related court papers to probate wills.
• Tax Preparation Support: Compiling exhibits for Form 706 and Form 709.
• Document Drafting: Creating first drafts of diverse T&E instruments (powers of attorney, health care proxies, living wills, etc.).
• Quality Assurance: Producing execution-ready documents with proofreading for spelling, formatting, numbering, and cross-references.

Skills

Communication

Organization

Research

Multitasking

Deadline management

Problem-solving

Education

Bachelor's degree

Tools

Bloomberg

Tax software

Job description

Job Description

Trust & Estate Paralegal

Gilbride, Tusa, Last & Spellane LLC

Location: 31 Brookside Drive, Greenwich, CT (In-office)

Hours: Monday - Friday, 9:00 AM - 5:30 PM

Employment Type: Full-Time, In-House

The Opportunity

Gilbride, Tusa, Last & Spellane LLC is seeking an exceptional Trust & Estate Paralegal to join our dedicated Trusts & Estates group in Greenwich, Connecticut. In this role, you will work closely with our attorneys to manage complex estate and trust administration while drafting, organizing, and executing critical legal documents.

This is a dynamic, fast-paced position ideal for a highly organized professional who thrives under pressure, excels at problem-solving, and is ready to make a significant impact within a collaborative legal team.

Key Responsibilities

As a core member of our T&E group, you will balance multiple simultaneous projects under the supervision of our attorneys. Your primary duties will include:

• Estate & Trust Administration: Navigating the administration process, meticulously tracking trust information, including asset inventories, current trustees, grantor trust status, and GST-exempt status.
• Probate Filings: Preparing petitions and all related court papers necessary to probate clients' wills.
• Tax Preparation Support: Compiling essential exhibits for Form 706 (United States Estate and Generation-Skipping Transfer Tax Return) and Form 709 (United States Gift Tax Return).
• Document Drafting: Creating first drafts of diverse T&E instruments, including but not limited to: powers of attorney, health care proxies, living wills, unanimous written consents, trustee appointment/resignation/removal instruments, Crummey notices, promissory notes, GRAT agreements and ancillary documents, and debt forgiveness letters.
• Quality Assurance: Generating execution-ready versions of documents by rigorously proofreading for spelling, formatting, pagination, accurate section numbering, and cross-references.

Qualifications & Skills

• Education: Bachelor's degree required.
• Experience: 2-5 years of relevant paralegal experience preferred. Direct experience supporting Trust & Estates attorneys is highly desired.
• Technical Proficiency: Strong command of computer tax software and Bloomberg software.
• Core Competencies:
• • Exceptional communication, writing, organizational, and research skills.
  • Proven ability to problem-solve, meet strict deadlines, and coordinate several activities at once.
  • The flexibility and mental agility to seamlessly manage multiple estates simultaneously.
• Commitment: Willingness and ability to make a two-year commitment to the firm.

Compensation & Benefits

We believe in rewarding top talent with highly competitive compensation and comprehensive care. The estimated base salary range is $70,000 to $95,000 per year, plus discretionary bonus opportunities. (Actual salary offered will be based on a wide range of factors, including relevant skills, training, experience, education, and market factors).

Our generous employee benefits package includes:

• Medical, Dental, and Vision coverage
• Life Insurance
• 401(k) and Profit Sharing Plans
• Generous Paid Time Off (PTO)

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