Why are you reading this book?
Selecting software
Estate tax planning software
Generation-skipping tax planning
Charitable and split-gift planning
Estate planning charts and presentations
Word processing and document formats
Automated document drafting
Document management
Fiduciary accounting software
Probate document preparation
Valuation of publicly traded securities
Valuation of closely held stock
Tax returns in general
Death tax returns
Federal gift tax returns
Fiduciary income tax returns
Automating a client database and will inventory
Case management for estate planning and administration
Legal and factual research
Ethical considerations
Knowledge management : making it happen
Understanding hardware
Understanding software
Spreadsheet basics
A database primer.