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You are here: Course Outline

SWAT UK Certificate in Probate and Estate Administration

Credits:20View Alternative Price Options
Course Code: 2875
No Dates Scheduled
If you would like to book this course please call us on 01752 725700 to discuss your requirements.

SWAT UK's Certificate in Probate and Estate Administration is made up of 2 parts:

Part 1 = A two-day course (£670+VAT / 20 credits per delegate)

 Choose from one of the following:
> Choose from one of the face-to-face courses listed above
> Or, book onto the live webinar by clicking here
> Or, book the webinar recording by clicking here to watch this course on-demand.

Part 2 = A 2 hour assessment (£167.50+VAT / 5 credits per delegate)

You will need to book the assessment separately - Click here to view assessment dates and book.

Course Overview 

This is a two-day course (the webinar is held over 4 half-days).

The aim of the course is to provide a good understanding of the basics of probate and estate administration. The course will cover:

  • The ICAEW regulatory process 
  • Types of grant and when they are needed 
  • Types of personal representative and who can apply for the grant 
  • Duties and options of the personal representative 
  • Non-contentious and contentious probate 
  • Wills and legacies and why they may fail
  • Intestacy provisions 
  • Accepting appointment and initial considerations 
  • Identifying the beneficiaries 
  • Valuing the estate 
  • Inheritance tax papers 
  • Preparing papers for the grant 
  • Administering the estate 
  • Finalising the estate and estate accounts

How to book

Choose from one of the course dates listed above to book a course online.

Alternatively, you can book onto the live webinar or watch the webinar recording online on demand.

Don't forget to book an assessment

Click here for more details and to book online.

Please note: The assessment is not available online. You will need to attend in-person.  The assessment is taken in strict examination conditions.

The assessment will take 2 hours and will be a mixture of short and multiple choice questions. The required pass mark is 50%. Certificates will be issued approximately 4 weeks after the assessment. A certificate will be provided to those that sit a course and assessment, and pass the assessment. 

If you wish to sit the assessment you will need to book this separately. Click here to book an assessment online.

Please note: SWAT UK's Certificate in Probate and Estate Administration is a stand alone service. The courses included as part of this programme are outside of SWAT UK's standard courses programme. 

As such these certificate courses must be paid for using cash or credits. Affiliate discounts, training subscriptions and SWAT UK memberships cannot be used to book these courses. 

SWAT UK full members (this does not include training subscriptions) will receive a 10% discount.

Please see our terms and conditions for full details of our booking conditions.