Practical Probate: The Works (6 hours)

This course will give a detailed and reassuring overview of the complete process of handling an estate in a cost efficient manner without compromising client service. A winning combination!

• Taking instructions – who is your client and who is not
• Ascertaining details of assets for both probate and tax purposes, taking control and identifying type of ownership of the assets and establishing liabilities of the estate
• Establishing a client led step by step procedure to confidently handle the estate information received throughout the whole administration of the estate, resulting in an excellent client relationship between you and your client
• Establishing the validity of the will/status under intestate succession, and preparing and completing through worked examples the Oath and HMRC accounts (full copies and supporting documentation provided)
• Collecting in, transferring the assets, settling debts/liabilities from the correct assets of the estate
• Distribution under the Intestacy rules or terms of the will, interim distributions and missing beneficiaries
• Finalising the administration, preparation of estate accounts, obtaining client acceptance of your legal fees, tax vouchers and vesting of estate assets

Course Dates

13/06/2012 Manchester	09:30 - 17:00 Venue Information
14/06/2012 Birmingham	09:30 - 17:00 Venue Information
26/06/2012 London	09:30 - 17:00 Venue Information
18/10/2012 London	09:30 - 17:00 Venue Information

Linda Pratt 
LLB (Hons) is a retired Non-Practising Solicitor and formerly a principal of her own elderly client practice. Linda is a member of the executive committee of the Law Society's Private Client Section and a founding member of Solicitors for the Elderly. Linda is both a practical and an experienced lecturer with 30 years experience of combining the daily handling of estates with the academic experience lecturing.