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Acting as an executor? Offering probate services? Our experts can help

As the go to professional for their clients, accountants have long been a popular choice to help with probate: whether assisting to obtain it on the death of a family member, or acting as an executor for a client’s last will and testament. Such appointments often extend into assistance with the estate administration and preparing estate accounts.

Because probate is a reserved legal service members need to take especial care about how far they help their clients before a probate licence becomes necessary. Getting too involved without the appropriate authorisation can result in disciplinary action.

With the advent of Alternative Business Structures and ICAEW accreditation for probate, these kinds of assignments will be on the increase. And when that happens, ICAEW Library & Information Service and Technical Advisory Services are here to support you.

Recently a member asked us whether we could supply templates for writing a will. We were able to supply a number of example documents from a prominent legal database as well as books which gave more detail around the process. Both the supply of the templates and loan of books are entirely free, so by using our research service the member could get on with her assignment whilst saving time and money.

You might like to read up on the topic yourself and if you do, here are some of the key books we hold to get you started:

Remember, if you’re concerned about what you can or can’t do under the probate regulations just call Technical Advisory Services and speak to a helpful Ethics Advisor. Or if your query is around resources on probate and executorship then contact the Library & Information Service - we have the will and determination to find the answer.