Will Preparation and Drafting

These credentials document competencies including estate planning, the preparation of wills, and creation of trusts while relying on an understanding of the array of legal instruments to transfer assets and property. The professional working in estate planning also has expertise in the administration of an estate including the executor’s role, probate court, and tax liabilities for a decedent’s estate. Specifically, this badge demonstrates the earner's ability to describe the clauses included in a will and the role of the attorney in data collection, drafting, and execution of a will.