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.


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.

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

Probate Practitioners Conference

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

Book your place

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.

Other probate products

Probate and IHT - A Tax Refresher

This online course focuses on the Inheritance Tax issues arising during the probate process. It covers the IHT reporting process, Domicile matters, impacts of lifetime gifts, and more.

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.

News and opinion

Probate Diversity Survey 2023

On 31 March 2023, firms accredited to carry out probate services are required to complete the 2023 Probate Diversity Survey. This is a statutory obligation relating specifically to probate firms arising from Section 1 of the Legal Services Act 2007.

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.