Date: 03/11/2017
Time: 1:00 pm - 2:00 pm
Speaker - Gill Steel

The aim of this seminar is to provide an overview of the probate process so that assistants are encouraged to learn more about its constituent parts and be more proficient in their day-to-day work.
Learning Outcomes – By the end of this session participants should be able to:

  • Explain the steps involved in the probate process
  • Speak with confidence with clients on the telephone on aspects of the process
  • Identify areas for further study


  • Death
  • Initial instructions
  • Collecting information
  • Action after interview with PRs
  • Oaths and other court documents
  • Inheritance tax on death and the IHT forms
  • Preparing the probate papers
  • Settling debts and distributing the estate
  • Tax during the administration period
  • Estate accounts
  • Closing the file

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