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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 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


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


Training - £550 (+vat)

Assessment - £215 (+vat)

Available Live Online


Available as an online course


Probate Authorisation


Authorises you to delivery a probate service


Venue Date
Live Online
Training 6 x 2 hour sessions (10am-12pm) 5th March , 7th March, 12th March, 14th March, 19th March, 21st March
Live Online
Training 6 x 2 hour sessions (10am-12pm) 5th March, 7th March, 12th March, 14th March, 19th March, 21st March 2019 . Assessment 4th April 2019
Live Online
4th April (9am - 12pm) Assessment Only

Kaplan Altior Experience

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


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


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


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


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