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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. 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.

 

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
TRAINING ONLY - Live Online
6 x 2 hour sessions (12pm-2pm) 5 June, 6 June, 12 June, 13 June, 19 June, 20 June 2018
TRAINING AND ASSESSMENT - Live Online
Training 6 x 2 hour sessions (12pm-2pm) 5 June, 6 June, 12 June, 13 June, 19 June, 20 June 2018. Assessment 25 June 2018
ASSESSMENT ONLY - Live Online
25 June (10am - 1:30pm with reading time 30 minutes)

Kaplan Altior Experience

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

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

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

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

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

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