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Paralegal - Trust and Estate
Job
Exoticapedia LLC
Bethesda, MD (In Person)
$70,000 Salary, Full-Time
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Job Description
Responsibilities Prepare, copy, scan, and mail court filings and service packets; track and maintain proof of service. Draft and send routine correspondence to clients, heirs, courts, and financial institutions. Prepare exhibits and supplemental materials for probate, trust, and tax filings; e‑file and submit deeds via SimpliFile as needed. Scan, log, and organize all incoming Estates & Trusts mail, including original court documents and checks. Maintain electronic files, including historical estate documents, tax returns, and pre‑death invoices. Manage Estates & Trusts calendars, tracking deadlines, hearings, and signings. Schedule client meetings and coordinate with CPAs, financial advisors, and other professionals. Assist with fiduciary administration by reviewing expenses, preparing checks, monitoring account balances, and reconciling accounts as needed. Maintain the Estates & Trusts matter list and professional referral database. Make bank deposits and travel to DC Superior Court Probate Division as necessary.