Hard Skills
AdvancedEstate Planning DocumentationThe drafting and preparation of legal instruments such as wills, codicils, powers of attorney, and advanced healthcare directives.
IntermediateProbate Procedure ManagementManaging the court-supervised process of authenticating a last will and testament and overseeing the distribution of assets.
IntermediateTrust AdministrationAssisting in the management of trust assets, including the interpretation of trust provisions and ensuring compliance with fiduciary duties.
IntermediateAsset Valuation and InventoryIdentifying, locating, and determining the fair market value of all assets within a decedent's estate for tax and distribution purposes.