Probate FAQs – A list of frequently asked questions around the subject of probate including scope of the accreditation, eligibility and ongoing requirements.
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.
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 An inaccurate or out of date firm record may constitute a misdescription of your firm.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.
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.