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