Trust & Estate Paralegal

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)

How to Apply

To join our team, use the "One-Click Apply" feature with your ZipRecruiter profile.

To learn more about our firm and our practice areas, visit us at gtlslaw.com.

Established over 40 years ago, Gilbride, Tusa, Last & Spellane is a premier law firm serving clients’ needs from offices in Greenwich, Connecticut, New York City, New Canaan, Connecticut and Florida.

Our firm serves a clientele whose needs are local, national and international. We maintain close working relationships with other law firms throughout the United States and in many foreign countries in order to serve our clients’ interests in locations remote from our offices.

The firm’s founding partners, Frank Gilbride and Charles Tusa are recognized leaders in their legal disciplines, as are the partners and attorneys at the firm.
While each member of our professional staff concentrates in at least one of our main areas of practice, our clients are able to utilize each attorney’s knowledge seamlessly without feeling as though they are being shuffled from one anonymous department to another. Our attorneys want to know and to be personally known by the clients with whom they work.

GTLS is rated “AV”, the highest rating given a law firm by Martindale-Hubbell, the internationally known directory of attorneys.