Hard Skills
AdvancedTrust AccountingThe systematic recording and reporting of financial transactions related to a trust, including income, principal, and disbursements.
ExpertFiduciary ComplianceAdherence to the legal and ethical standards required when managing assets on behalf of beneficiaries.
AdvancedEstate Document InterpretationThe ability to analyze and apply the provisions of complex legal documents such as wills, trusts, and powers of attorney.
IntermediateAsset ValuationThe process of determining the fair market value of various assets within an estate, including real estate, securities, and personal property.
AdvancedFiduciary Tax PreparationCompiling data for and filing federal and state tax returns for estates and trusts (e.g., Form 1041).