Hard Skills
IntermediateEstate Document DraftingThe ability to prepare legal instruments such as wills, codicils, trusts, and powers of attorney according to statutory requirements and attorney instructions.
AdvancedProbate Procedure KnowledgeComprehensive understanding of the court-supervised process for authenticating a will and distributing a decedent's assets.
IntermediateEstate AccountingTracking the financial transactions of an estate, including asset valuation, debt payments, and final distributions for court reporting.
IntermediateCase Management Software ProficiencyExpertise in using specialized legal software to track deadlines, organize digital files, and manage matter-related communications.
IntermediateLegal ResearchThe ability to use legal databases to identify relevant statutes, case law, and tax regulations pertaining to estate planning and administration.