ACCA Probate and Estate Administration Skills

We know that those operating within the accountancy sector want to create a well-rounded service for their clients. This is where an ACCA Probate and Estate Administration course can prove most beneficial.

Starting Price: £765.00

Price excludes VAT


The ACCA and Altior are pleased to offer the Probate and Estate Administration course Live Online to ACCA members who hold a practising certificate and other professionals. Attending this course will authorise you to offer your clients a probate service.


Practitioners wishing to apply for authorisation for probate are required to hold a legal activities qualification.  Members of ACCA must hold a practising certificate and have successfully completed a relevant course and assessment covering specific areas of probate work.

A non-ACCA member is eligible if they:

  • Are a member of another IFAC body
  • Are entitled to practise accountancy
  • Hold, or are eligible to hold, probate authorisation with another approved regulator, or demonstrate an appropriate level of competence to carry out probate work
  • Intend to undertake probate work in a firm that holds, or is applying for, a FLAC from ACCA, and complete an application form to register as an ALAI.
Locations and Dates


TBC: Please contact us for future course dates

Online Assessment

  • 15 November 2021


Key Benefits
  • Understand the requirements for a valid will
  • Understand the intestacy rules
  • Identify the probate papers required to obtain a Grant (including IHT)
  • Understand the duties of a Personal Representative (PR)
  • Identify the steps necessary to administer the Estate and complete the administration
  • Able to offer a full service to clients
Topics Covered
  • Validity of Wills
  • Intestacy
  • Analysis of a Will
  • Inheritance Tax
  • Obtaining a Grant
  • Oaths
  • IHT forms
  • Duties/ Powers of PRs
  • Administration of the estate
  • Completing the Administration
  • Estate Accounts
Format & Delivery
Assessment Information

Practice assessment materials will be made available to all delegates following completion of the 6 Live Online sessions.

All delegates will need to sit and pass a 3 hour multiple choice online assessment following the course. The assessment will consist of 75 questions across all 10 learning outcomes and is formed of multiple choice and single best answer question types.

Delegates will need to obtain a 50% pass mark across the 75 questions in order to pass the assessment. If a delegate does not reach this threshold, they will have an opportunity to re-sit one further assessment within 6 months of the course start date. The assessment only fee will be payable for this re-sit assessment.

Should a delegate fail this re-sit assessment, they will be required to undertake and pay for the full course again before being allowed to sit a further assessment.

Pre-Course Reading

Delegates will be provided with approx. 12 hours of pre-course reading to complete prior to attending the first session.

This material provides background legal and regulatory content which delegates will need to be familiar with for both the course and the assessment.

This will be sent approx. 3 weeks prior to the course start date.

Learning Outcomes

1.  Understand the Legal Services Act 2007 as it applies to probate activities.

2. Understand the main principles of the law of trusts and the law of property in so far as they apply to the practice of probate and administration of estates.

3. Understand the requirements for a valid will and of testamentary capacity.

4. Understand how to interpret the contents of a will and advise on the distribution of testate, intestate and partially intestate estates.

5. Understand the scope for  claims under the Inheritance (Family and Dependents) Act 1975.

6. Understand the different types of will trusts and taxation implications.

7. Understand how to apply the law and practice in connection with an application for a grant of representation.

8. Understand how to administer an estate (both testate and intestate).

9. Understand key aspects of Inheritance Tax.

10. Understand the duties, powers and liabilities of Personal Representatives.

More information on the individual criteria can be found here.