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You are here: Course Outline

SWAT UK Certificate in Probate and Estate Administration Webinar June 2014

Credits:20View Alternative Price Options
Course Code: OBS2875
No Dates Scheduled
If you would like to book this course please call us on 01752 725700 to discuss your requirements.

This is a webinar recording of the course, allowing you to watch instantly online (on-demand)

Due to the volume of content this course is divided into 4 separate parts.

This course is also running as a face-to-face course. Click here for details and to book >
This course is also running as a live webinar. Click here for details and to book >

To attain your certificate you must pass also attend and pass an assessment which you will need to book separately. The assessment is not available online; you must attend in-person. Click here to view dates and book an assessment >

Course Overview 

The aim of this course is to provide a good understanding of the basics of probate and estate administration. The course will cover:

- The ICAEW regulatory process
- Types of grant and when they are needed
- Types of personal representative and who can apply for the grant
- Duties and options of the personal representative
- Non-contentious and contentious probate
- Wills and legacies and why they may fail Intestacy provisions
- Accepting appointment and initial considerations
- Identifying the beneficiaries
- Valuing the estate
- Inheritance tax papers
- Preparing papers for the grant
- Administering the estate
- Finalising the estate and estate accounts

How to book this webinar recording

Book your place above. Alternatively, you can book by calling us on 0845 450 5555.

Don't forget to book an assessment 

Assessments are running at numerous locations throughout the country. Click here for more details and to book online or call 0845 450 5555.

Please note - the assessment is not available online. You will need to attend in-person and the assessment is taken in strict examination conditions.

The assessment will take no more than 2 hours and will be a mixture of short questions and multiple choice questions. The required pass mark is 50%. Certificates will be issued approximately 4 weeks after the assessment. A certificate will be provided to those that sit and pass the assessment. If you wish to sit the assessment you will need to book this separately. Click here to book an assessment online or call us on 0845 450 5555.

 

Please note: SWAT UK's Certificate in Probate and Estate Administration is a stand alone service. The courses included as part of this programme are outside of SWAT UK's standard courses programme. As such these certificate courses must be paid for using cash or credits. Affiliate discounts, training subscriptions and SWAT UK memberships cannot be used to book these courses. SWAT UK full members (this does not include training subscriptions) will receive a 10% discount, please call us for more information 0845 450 5555. Please see our terms and conditions for full details of our booking conditions.