EstatePro Masterclass Quiz

What are the four fundamental mindset mistakes ?

• 1. 1.Talking too much

  2. 2. Drafting without care

  3. 3. Using Zoom

  4. 4. Making friends at the judiciary

• 1. 1. Blame Shifting

  2. 2. Complicating the process

  3. 3. Assuming Facts

  4. 4. Focusing on the client

• 1. 1.Take Massive Ownership

  2. 2. Keep it super silly simple

  3. 3. Assume nothing, check everything

  4. 4. Focus on the deceased

What are the four Estate Admin Mastery Mindset ?

• 1.Blame Shifting

  1. 2. Complicating the process

  2. 3. Assuming Facts

  3. 4. Focusing on the client

• 1. 1. Pay someone to get your grant

  1. 2. Be nice to the client while doing nothing

  2. 3. Avoid the client when they ask for an update

  3. 4. Making friends at the judiciary

• 
  1.Take Massive Ownership

  1. 2. Keep it super silly simple

  2. 3. Assume nothing, check everything

  3. 4. Focus on the deceased

What are the 2 secrets to Estate Admin Master Drafting

• 1. 1. Conduct a Master Review

  2. 2. Use the application to draft the Grant

• 1. 1. Use precedents from the office

  2. 2. Ask a senior Attorney for a precedent

• 1. 1.Ask ChatGPT to draft my application

  2. 2. Ask the client to review my application

Who is the most important person in the Estate Administration Process ?

• 1. The Client (To give you all the information)

• The Deceased (Because it is his estate)

• The Judiciary (because they issue the grants)

• The Attorney (because I interact with everyone in the process)

What is the most useful resource the Attorney has when drafting ?

• ChatGPT

• Annotated Forms and guidance from the Judiciary

• A Senior Friend and Law school notes

Who should an Attorney Blame when a query notice is issued?

• The Blasted Judiciary

• The tardy financial institutions

• The Annoying Clients

• Him/Her self

For a Standard Letters of Administration Application made by a legal spouse, how many pages should the application have ?

• 9-11 pages

• 15-20 pages

• 10-12 pages

• A one page letter