The accountant’s guide to carrying out probate work for clients
Probate is a regulated activity. The Probate Compliance Manual provides extensive guidance and ready-to use templates to help you carry out probate assignments for your clients and ensure your firm complies with the Probate Regulations.
If you haven’t yet been accredited to carry out probate work, find out how to apply here.
A wide range of ready-to-use templates including:
• Probate annual compliance review checklist
• Probate engagement letters
• Client property register
• Complaint form
• Wills checklist
• Specimen oath for executors
• Specimen estate accounts
• A probate control sheet to help you organise and keep records of your probate work
Extensive guidance covering:
• Complying with the Probate Regulations
• Carrying out a probate assignment
• Taxation considerations
• Wills and intestacy
• Valuing the estate
• Administering the estate
• Finalising the estate
• Paying debts
• Identifying the beneficiaries
• Obtaining a grant of probate
• Oaths
• A summary of the regulations
• Complaints procedures
• Alternate arrangements
• Appointing personal representatives
• Obtaining probate work
November 2020
This update to the manual principally incorporates:
July 2020
The method of delivery has changed and as such the layout and structure of the manual has been updated. For further details, please see the what’s changed guidance included within the product.
Jan 2019 – Manual Content
Amendments have been made to the manual to take account of the changes introduced by the Non-Contentious Probate Amendment Rules 2018 that introduced the facility for on-line applications for those who left a will, have executors that will act and are resident in the UK. These amendments also removed the requirement for wills to be signed as an exhibit to the oath and replaced with oath with ‘statements of truth’. The Probate Registry are still accepting oaths rather than statements of truth if the practitioner prefers although this option will be removed some time in the future.’
Jan 2019 – New Document Added
Specimen Document A7.9 Specimen Statement of Truth.
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