The accountant’s guide to carrying out probate work for clients.
Probate is a regulated activity. The Probate Compliance Manual provides extensive guidance and ready-to use templates to help you carry out probate assignments for your clients and ensure your firm complies with the Probate Regulations.
If you haven’t yet been accredited to carry out probate work, find out how to apply here.
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*Prices are for a firm-wide 12 month subscription, prices exclude VAT.
Manual Details
Content
A wide range of ready-to-use templates including:
- Probate annual compliance review checklist
- Probate engagement letters
- Client property register
- Complaint form
- Wills checklist
- Specimen oath for executors
- Specimen estate accounts
- A probate control sheet to help you organise and keep records of your probate work
Extensive guidance covering:
- Complying with the Probate Regulations
- Carrying out a probate assignment
- Taxation considerations
- Wills and intestacy
- Valuing the estate
- Administering the estate
- Finalising the estate
- Paying debts
- Identifying the beneficiaries
- Obtaining a grant of probate
- Oaths
- A summary of the regulations
- Complaints procedures
- Alternate arrangements
- Appointing personal representatives
- Obtaining probate work
Latest Update
March 2026
The principal technical changes in this update include:
- October 2025 Legal Services Regulations; and
- Increase in grant cost.
December 2025
The principal technical changes in this update include changes to the Engagement terms of business within Supporting documents to include use of artificial intelligence (AI) and other best practice amendments.
March 2025
The principal technical changes in this update include:
- Update for the Autumn 2024 budget;
- Update for the online availability of form P1000;
- Other best practice changes.
February 2024
The principal technical changes in this update relate to:
- Update for the 2023 Probate Diversity Survey results;
- Updates for the increase in the statutory legacy used under the Intestacy Rules;
- Update for the change in the Legal Ombudsman Scheme Rules;
- Other best practice changes.
Terms & Conditions
Pricing
All prices are subject to VAT. Prices are subject to change on 1 July.
Mercia online manuals are updated regularly by our technical staff and you will be notified of any significant regulatory changes by email.
Your subscription will automatically auto-renew on anniversary date, you will be notified by email before your subscription expires and offered the option to opt out of auto-renewal.
System Requirements
- Internet access.
- Operating System: Windows, Mac IOS.
- Applications: Full version of Microsoft Office or Mac equivalent, PDF Reader.