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Course Certificate in Probate and Administration of Estates


This is a structured two day course designed for those practitioners wishing to gain a good practical grounding in this field. It is suitable for trainees and newly qualified solicitors who have had little or no grounding at the academic stage, for those returning after a career break and those wishing to change specialisms. It covers all aspects post-death through to finalisation of the estate.

  • Good overview of steps in an administration
  • Personal Representatives: - different types, their duties and authority and options available
  • The initial interview: Who is my client? What is my general duty to my client?
  • Taking instructions: information required, immediate practicalities to address
  • Setting up the file; Initial letters; organising and managing the file
  • Obtaining information about the estate and ascertaining beneficial entitlement
  • Property passing outside the Will or intestacy - "jointly owned property"
  • Is there a "Will?" Is it the last Will? Are the clauses valid? Is it admissible to probate?
  • Entitlement on intestacy
  • Preparing the papers to lead to the grant: Responsibilities of Personal Representatives; Form IHT 400, calculation and payment of IHT, and raising funds to meet IHT liability
  • Completion of Oath for common form Grants: Probate, Letters of Administration with the Will annexed and Letters of Administration
  • Other evidence: affidavits of due execution, plight and condition and identity
  • Administering the estate: collecting in assets, paying debts and legacies, settling deceased's tax liability to date of death
  • Tax during the administration of estate: PRs liability, payments to beneficiaries during the administration and disposals during administration
  • Finalising IHT, corrective accounts and obtaining Clearance Certificate
  • Finalising the administration: Estate and Distribution Accounts, Transfer to beneficiary entitled
  • Inheritance (Provision for Family and Dependants) Act claims
  • Post mortem tax planning - variations and disclaimers, examples of uses, traps for the unwary and the duty to advise (Cancer Research v Ernest Brown)

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12 hours


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Non Member

(Excluding VAT)


Anthony MillerDetails


Well organised and detailed course. Anthony has been very thorough regarding the course content. Highly recomended

Tineka O'Mara




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