Probate and estate administration

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. 

In order to provide probate services you must apply for accreditation (although there are exemptions for those who have another qualification that meets all the learning objectives for probate).


Probate practitioners conference 2021

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


Book your place

Get 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.

Attend the 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.


Take the Probate accreditation 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.

Other probate products

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.

Topical guide to probate

Order a personalised, vibrant and easy-to-read handout that can be left with clients or kept in your reception.

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News and opinion

Probate practitioners must apply online

HM Courts and Tribunal Service (HMCTS) have informed probate practitioners that applications must be made online.

Probate – a farewell to statements of truth

As a part of their digitalisation and rationalisation of the probate systems and procedures HMCTS have changed the approach to be taken when an authorised practitioner applies for a grant of representation on behalf of their client. Authorised practitioners will now be required to complete a PA1 form.

Probate - support your clients and generate new business

The introduction of ICAEW (and later ACCA) regulation of accountants to perform probate work opened up a whole new opportunity for the industry. An opportunity to provide additional support to clients, to save them money and generate more business for the firm.

Get in touch

If you've got any questions about our probate products please send us a message. We'd love to hear from you.