New resource: Probate and estate administration checklist – To help your firm meet its regulatory or quality assurance requirements, access our new checklist to ensure you have covered everything. Available to download as a PDF or a Word document.
Legal Choices – A consumer website designed to be informative and provide the consumer of legal services a one-stop shop to finding a supplier of legal services across a range of areas.
Regulation: what you need to know – This recording covers the application process and benefits of obtaining a licence. This session was filmed at the ICAEW Tomorrow’s Practice: Today conference in May 2016 (session: Probate: Making the most of the opportunity). To view this, you will need to register on the SWAT website and add it to the basket.
Probate News – The newsletters produced by ICAEW's professional standards team containing the latest technical guidance and best practice advice on probate.
Changes in firm structure: please tell us within 10 business days – It’s important to maintain your firm record accurately. An inaccurate or out of date firm record may constitute a misdescription of your firm. It could also lead to regulatory or disciplinary action. Download the notification forms and access your guide to maintaining your firm record.
Guidance for probate firms – This guidance will help your firm manage the quality and risk of your probate and estate administration work.
Probate registry office certification requirements - We have been advised that some ICAEW accredited accountancy firms have experienced an issue with their probate registry not recognising them as being licensed or authorised to conduct probate work. To avoid any delays to your application we have been provided with this probate registry form for you to complete and enclose with your initial application.