Probate
Probate represents one of the biggest business opportunities for the accountancy profession, enabling you to create an additional revenue stream from new and existing clients.
Probate and Estate Administration for Accountants
Probate represents one of the biggest business opportunities for the accountancy profession, enabling you to create an additional revenue stream from new and existing 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.
Probate Practitioners Conference
Mercia's Probate Practitioners Conference is a must-attend event for any accountancy firms with Probate services.
Through this one-day virtual conference, you will get practical advice about all the latest changes and challenges currently facing the probate sector.
How to become accredited for probate
Our certificate and assessment has already helped hundreds of firms acquire the training and accreditation needed to apply for a probate licence.
In order to apply for accreditation to provide probate services from ICAEW, or from ACCA you must first attend a suitable training course and pass an assessment (although there are exemptions for those who have another qualification that meets all the learning objectives for probate).
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.
Certificate in Probate and Estate Administration - Course
The course is available Live Streamed 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.
Certificate in Probate and Estate Administration - Assessment
If you've attended our probate training course you can sit the assessment.
The two hour exam is 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.