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Course Practical Probate: The Works (6 hours)

Overview


This course will give a detailed and reassuring overview of the complete process of handling an estate in a cost efficient manner without compromising client service. A winning combination!

  • Taking instructions - who is your client and who is not
  • Ascertaining details of assets for both probate and tax purposes, taking control and identifying type of ownership of the assets and establishing liabilities of the estate
  • Establishing a client led step by step procedure to confidently handle the estate information received throughout the whole administration of the estate, resulting in an excellent client relationship between you and your client
  • Establishing the validity of the will/status under intestate succession, and preparing and completing through worked examples the Oath and HMRC accounts (full copies and supporting documentation provided)
  • Collecting in, transferring the assets, settling debts/liabilities from the correct assets of the estate
  • Distribution under the Intestacy rules or terms of the will, interim distributions and missing beneficiaries
  • Finalising the administration, preparation of estate accounts, obtaining client acceptance of your legal fees, tax vouchers and vesting of estate assets

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Details


Type
Course
Level
Foundation
CPD
6 hours
SRA

Fees


£210.00
Package Price
Click here for details

£480.00
Non Member

(Excluding VAT)

Speakers


Linda PrattDetails

Testimonial


Best course I've been on. Linda is fantastic!

Nicola Rees - Opus Legal Services

Brochure


Download

Book

Wed 14 Jun 2017 Book
09:30 | London
Linda Pratt

Wed 11 Oct 2017 Book
09:30 | London
Linda Pratt

Mon 06 Nov 2017 Book
09:30 | Birmingham
Linda Pratt

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