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).
Our certificate and assessment has already helped hundreds of firms acquire the training and accreditation needed to apply for a probate licence.
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.
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.
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.
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.
If you've got any questions about our probate products please send us a message. We'd love to hear from you.