Job Details

Paralegal, Estate And Trust Administration

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 1 yrs required


Greenwich, CT

Date Last Verified

Mar 15,2018

Posted on

Mar 06,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Paralegal, Estate and Trust Administration The candidate will be identifying, gathering, and valuing assets; preparing various probate and accounting documents. Will be preparing accounting for both estates and trusts. Preparing death tax returns, including the federal estate tax return and state estate tax returns. Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts. Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources. Undergraduate degree and paralegal certification (or equivalent) is needed. Familiarity with procedures of courts and regulatory agencies are essential. Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software is needed. Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems) is essential. Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills. Good understanding of basic business relationships and client confidentiality principles is needed.

Company info

Hiring Coordinator
Day Pitney LLP
24 Field Point Road
Greenwich, CT 06830


"Excellent Benefit's"

Former Employee - Reviewed on December 18, 2017

They should cut back on the video conferencing and there should be more weekly conferences and discussions that are face to face.

Pros : The benefits of working at this firm are great. The salary is great and they just expanded the paid leave not too long ago.
Cons : There tends to be too much video conferencing for my tastes. I prefer more face to face interaction with my fellow employee's.
Current or former employee? : Former Employee

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