T&E Paralegal

DRV Staffing - Greenwich, CT (30+ days ago)

Job description:

  • Seeking Trust & Estate (T&E) paralegal for Greenwich, Connecticut office of major national law firm
  • The firm's lawyer and staff team, including paralegal professionals, collaborate to service client needs and support each other


  • Appraising assets and dealings with probate materials
  • Cross-over work into accountings as it relates to estates and trusts, such as supporting the filing of federal and state individual and fiduciary income tax returns; death tax returns, including the federal estate tax return and state estate tax returns
  • Document prepping for estate and trust administration process and to fund trusts
  • Analyzing and deciphering wills and trust agreements alongside attorneys
  • General paralegal research and writing

Required work experience/skills:

  • Experienced paralegal in law firm or corporate environment with trust & estate work
  • Ideally has paralegal experience within mid-size to large law firm environment
  • Technical software skills: Outlook, Word, Excel, PowerPoint; background with document management software; versed in dealing with tax preparation and accounting software, such as FastTax and ProSystems


  • Undergraduate college degree and paralegal degree (or equivalent)

Job Type: Full-time


  • Paralegal with trust & estate: 2 years (Required)


  • Greenwich, CT (Preferred)