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Probate and Alternative Business Structures

ICAEW is now an approved regulator and licensing authority for probate services. This allows ICAEW Chartered Accountants to be accredited to offer probate services to consumers. There is also the opportunity for ICAEW firms to set up alternative business structures (ABSs). This section explains how your firm can apply, the qualification criteria and which firms are already registered.

Qualification criteria

Find out which route to apply through and what you need to do to become eligible.

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How to apply and application forms

Find out how to become accredited for probate work.

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How to apply and application forms

If your firm would like to apply to become an accredited firm for probate, please read the following guidance and complete the application forms below.

Probate and Compensation Scheme Regulations

Firms accredited for probate by ICAEW are required to comply with these regulations.

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Probate and Compensation Scheme Regulations

There are two sets of regulations for probate accredited firms, Probate Regulations and Probate Compensation Scheme Regulations. Please review these below.

Diversity data collection

How to collect, report and publish your firm’s diversity data.

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Diversity data collection

All firms accredited to perform the reserved legal service of probate are required to collect, report and publish diversity data about their employees.

Letters of engagement

A guide to the compulsory information you must include.

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Letters of engagement

Firms authorised or licensed to carry out probate services must make their clients aware of the complaints process. We recommend this information is included in engagement letters for both legal and non-legal services provided by the licensed firm.

Probate useful resources

Resources for firms accredited for probate.

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CPD for probate

Read the guidance and view Q&As on continuing professional development (CPD).

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CPD for probate

Continuing professional development (CPD) is the process of tracking and documenting the skills, knowledge and experience that you gain both formally and informally as you work, beyond any initial training. It's a record of what you experience, learn and then apply.

CPD Q&A

Answers to popular questions on CPD for Probate.

Practice Assurance for probate

Practice Assurance is a requirement for firms accredited for probate.

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ICAEW's Practice Assurance scheme

It's a requirement of the Probate Regulations that firms accredited for probate be subject to the Practice Assurance scheme. The scheme provides a framework of quality assurance principles, and offers practice support and advice, together with monitoring visits.

Legends

Guidance on legends for accredited firms.

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Legends

Guidance on the use of legends for firms carrying out probate work.

Register of ICAEW accredited probate firms

Find out which firms are accredited by ICAEW to offer probate services.

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Probate Register

Find out which firms are accredited by ICAEW to offer probate services.

Probate case studies

Find out how the probate accreditation is helping firms.

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Kreston Reeves case study

Kreston Reeves became licensed by ICAEW to undertake non-contentious probate work in November 2014.