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You are here: Course Outline

Probate Services - What Staff Need to Know

Credits:2View Alternative Price Options
Course Code: 2449
Schedule

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Who Should Attend 

Partner / Manager / Junior
Has your firm become accredited to conduct probate work or are you involved in estate administration? This course is designed for staff who will be working on probate and estate administration clients and who have not undergone detailed training in this area.

Course Content

This course is designed as an introduction to probate work for those that will be involved in working on probate but will not be controlling the assignment. In particular, the course will look at: 

  • What is probate?
  • What makes a will valid and what makes a valid legacy?
  • What are the steps in the process and what work is required?
  • Whether an IHT account is required
  • How to value estate assets
  • What estate accounts look like.

Please note that this is not a tax course and will not cover completion of the IHT computation.

The course outline above relates to the 2018 course only. The course content for any webinar recordings prior to 2018 may vary.