Certificate in Probate and Estate Administration

Provide probate services to your clients

The opening up of probate work to appropriately authorised accountancy firms provides an opportunity for you to provide additional support to your clients, save them money and generate more business for your firm. You may already be providing tax planning and estate accounts services to clients. Facilitating non-contentious probate work is a very natural extension of this existing service.


How to become accredited for probate

To become accredited for probate, you will first need to undertake relevant training and pass an assessment (unless exempt) before submitting an application form to ICAEW and paying the appropriate fee.

Our Certificate in Probate and Estate Administration involves attending a training course and then sitting a separate assessment. Please note that you must have attended our training course before you can sit the assessment. Both the course and assessment are now available to complete online. For details of each and to book, click a link below.

Probate Training Course

The course is available Face to Face and runs over two days, it is also available to attend online via Mercia Live and runs over 4 half days. There is also an On-demand service which consists of 4 x 3 hour sessions.

The courses and assessments are held on different dates and you will need to book onto both separately if you wish to obtain the certificate.

Probate Assessment

The assessment is taken in strict examination conditions, lasts 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.

The assessment is now only available online.

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Probate Practitioners Conference

This one day conference provides essential CPD and updates for accountants who offer probate services to their clients.

Probate Compliance Manual

The Probate Compliance Manual provides extensive guidance and ready-to-use templates to help you carry out probate assignments for clients, whilst ensuring your firm complies with the Probate Regulations.

Probate Compliance Reviews

Our probate compliance reviews can help ensure you are complying with the Probate Regulations and implementing best practices.