Skip to main content

First PSC Live Online Course

Read more Close

ACCA Probate and Estate Administration

The ACCA and Kaplan 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.

Topics covered in the course include;

  • 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

Audience

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.

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

Price from £215

price

Training - £550 (+vat)

Assessment - £215 (+vat)

Available Live Online

structure

Available as an online course

 

Probate Authorisation

competencies

Authorises you to delivery a probate service

Dates/Venue

Venue Date
ASSESSMENT ONLY - Live Online
1st November (9am - 12pm with reading time 30 minutes) (Fully Booked)

Kaplan Altior Experience

We help those in the legal sector achieve their professional development and career goals and excel in their field.

certificate

Our programmes offer an interactive and practical learning experience that delivers lasting results and is easily put into practice.

bullseye

We have vast experience in legal training and assessment and have been developing legal talent for over 35 years.

tick

When tailoring programmes, we take the time to understand your business and create solutions to suit your unique training needs.

law-scales

Strong client service is at the heart of our business and underpins everything we do. It's what sets us apart from other providers.

graph