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You are here: Course Outline

Certificate in Probate and Estate Administration June 2019

Credits:View Alternative Price Options
Course Code: 6875
Schedule

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Price: £670+VAT / 20 credits  

Due to the volume of content this course is divided into 4 half-day webinars:

04 June

Part 1 09.30 - 13.00
05 June Part 2 09.30 - 13.00
06 June Part 3 09.30 - 13.00
07 June Part 4 09.30 - 13.00

 

 

 

The webinar is also available as a recording if you prefer.

To attain your certificate you must 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

This webinar is held over 4 half-days (as outlined above). The aim of the 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

Book your place above.

Don't forget to book an assessment 

Click here for more details and to book online.

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

The assessment will take 2 hours and will be a mixture of short 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 a course and assessment, 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.

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 see our terms and conditions for full details of our booking conditions.