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Estate administrator skills for your resume and career

Updated January 8, 2025

2 min read

Below we've compiled a list of the most critical estate administrator skills. We ranked the top skills for estate administrators based on the percentage of resumes they appeared on. For example, 26.8% of estate administrator resumes contained probate as a skill. Continue reading to find out what skills an estate administrator needs to be successful in the workplace.

15 estate administrator skills for your resume and career

1. Probate

Here's how estate administrators use probate:

Review and Production efficiency submit legal documents for various probate procedures.
Review probate and civil pleadings, notes, trusts and contracts for review with management or the Assistant Attorney General.

2. Client Relationships

Here's how estate administrators use client relationships:

Maintained a working knowledge of various bank resources to facilitate client service delivery and expand client relationships.

3. Estate Settlement

Here's how estate administrators use estate settlement:

Served as administrator of the trust and estate settlement unit of elder law firm.
Provided contract services in the area of estate settlement to a general practice attorney

4. Litigation

Here's how estate administrators use litigation:

Code corporate documents relating to patent litigation, cellular telephone tower contracts and other litigation matters.
Streamlined administrative processes and introduced process improvements that enhanced productivity and ease of civil litigation documentation.

5. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how estate administrators use financial institutions:

Coordinated with law firms, banks and other financial institutions.
Represent and defend financial institutions, trusts and government-sponsored enterprises before Florida courts and quasi-judicial bodies.

6. Estate Assets

Here's how estate administrators use estate assets:

Distributed, transferred and/or sold estate assets.

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7. Estate Tax Returns

Here's how estate administrators use estate tax returns:

Prepared agreements settling account, receipt and release agreements, and estate tax returns.
Produced all necessary documents for yearly estate tax returns.

8. Trust Accounts

Here's how estate administrators use trust accounts:

Assisted in the administration of trust accounts.
Worked closely with outsourced bookkeeping service regarding operating and trust accounts; prepared payroll.

9. Real Estate Transactions

Here's how estate administrators use real estate transactions:

Handled all estate administration, real estate transactions, tax preparations and accountings
Represented Georgia residential lenders in residential and commercial real estate transactions and closings, including lease negotiations, purchases and refinances.

10. Securities

Here's how estate administrators use securities:

Executed all client-directed gifts, including gifts of securities and personal property, to individuals and various charitable organizations.
Managed Conservator s estate of real property, personal property, assets, and securities.

11. CPA

Here's how estate administrators use cpa:

Worked with Estate Attorneys and CPA.
Assisted the supervisor and CPA's in various record keeping projects.

12. Client Assets

Here's how estate administrators use client assets:

Tracked daily account reconciliations for approximately $500 million in client assets.
Conducted thorough cost/benefit analysis of client assets, approved asset purchases and made recommendations or justifications.

13. Estate Accounts

Here's how estate administrators use estate accounts:

Administered a portfolio of personal trust and estate accounts for high net worth clients.

14. Real Property

Real property refers to the land, buildings, and every other physical thing on sight within a marked area of land. It also refers to everything physically and permanently attached to a given parcel of land including the soil. It goes further into the legal documents like the right to ownership, right to sell, lease, and use the land including all the physical assets on it. The term is also related to real estate and can be used interchangeably.

Here's how estate administrators use real property:

Interpreted decades-old maps for clarity and fairness of real property.
Handled all Assets and Real Property Liquidation and distribution.

15. Property Management

Property management is the regular oversight of commercial, residential, or industrial real estate by a third-party contractor. Property management includes the day-to-day care of the property, fixing minor and major issues, and monitoring the security of the property.

Here's how estate administrators use property management:

Make decisions regarding property management, rental and sale of the properties in the best Project management interest of the estate.
Handled all aspects of residential property management for multiple unit dwellings as part of a decedents estate.

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List of estate administrator skills to add to your resume

The most important skills for an estate administrator resume and required skills for an estate administrator to have include:

Probate
Client Relationships
Estate Settlement
Litigation
Financial Institutions
Estate Assets

Estate Tax Returns
Trust Accounts
Real Estate Transactions
Securities
CPA
Client Assets

Estate Accounts
Real Property
Property Management
Financial Assets
Social Security

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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