Hard Skills
AdvancedEstate AdministrationThe process of managing and distributing a deceased person's assets, paying debts, and settling legal claims in accordance with the law.
IntermediateTrust AccountingSpecialized financial record-keeping for trust funds, involving the tracking of principal, income, and disbursements for beneficiaries.
AdvancedLegislative ComplianceInterpreting and applying relevant statutes such as the Public Trustee Act, Probate Acts, and Mental Health Acts to administrative tasks.
IntermediateCase ManagementThe ability to organize, track, and progress multiple complex estate or guardianship files simultaneously through specialized software.
IntermediateAsset Valuation and DisposalCoordinating the professional appraisal and sale of real estate, personal property, and investments held in trust.
Soft Skills
IntermediateStakeholder CommunicationManaging interactions with beneficiaries, legal counsel, and government agencies, often in sensitive or high-conflict situations.
AdvancedEthical Decision MakingApplying moral principles and fiduciary standards to make decisions in the best interest of individuals who lack capacity.