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Helpsheets and resources

Resources for firms accredited for probate.

Guidance

Read the guidance

How to deal appropriately with vulnerable clients

Regulatory advice on when to seek accreditation for probate

Guidance identifies areas of good practice and includes individual risk factors.

Guidance on technical issues such as executorship, what can be done without a probate licence and at what point probate becomes contested.

Modernising intestacy rules

ICAEW probate accreditation: What your annual fee pays for

Spouses and civil partners are set to benefit from changes in the rules of intestacy. Here we explain the practical implications of dying without a will.

ICAEW supports the Legal Services Board (LSB)’s initiative to be transparent around professional fees. We summarise below what your annual probate fee pays for and highlight the value and benefits of being an ICAEW accredited probate firm. 

Is your firm still eligible to carry out probate work?

Common client complaints

A seemingly straightforward change to your firm’s structure, or the appointment of a new principal in your firm, could mean your firm is no longer eligible to carry out probate work.

Find out the most common probate-related complaints received by the Legal Ombudsman (LeO) and read the advice on how to avoid these issues.

Regulatory updates

Get the latest updates

Probate news

The latest probate technical guidance and best practice information from ICAEW's Professional Standards team.

Procedural forms

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Notifying a change of firm structure (within 10 business days time limit)

Probate registry office certification requirements

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 An inaccurate or out of date firm record may constitute a misdescription of your firm.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.

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.

Helpsheets and FAQs

Access helpsheets and frequently asked questions

Ethical considerations for probate practitioners

Probate and estate administration annual review checklist

 This helpsheet is intended for members with an ICAEW probate licence acting in a professional rather than a personal capacity herein after referred to as the probate practitioner.

To help your firm meet its regulatory or quality assurance requirements, access our annual review checklist to ensure you have covered everything.

Alternative Business Structures FAQs

Probate FAQs

A list of frequently asked questions around the subject of alternative business structures including regulation, relevance and what to consider before applying to become an ABS.

A list of frequently asked questions around the subject of probate including scope of the accreditation, eligibility and ongoing requirements.

HM Courts and Tribunals Service FAQs

 

HM Courts and Tribunals service has published a list of FAQs for probate practitioners (June 2020). The FAQs contain information on both online and paper applications, as well as IHT and other general queries.

 

Webinars

Join a webinar

Probate diversity survey 2021

The 2021 probate diversity webinar discusses why we collect and report diversity data, the benefits to your firm of identifying with a wide range of clients, how to collect the 2021 data and a demonstration of an ICAEW-funded online survey tool. 

Price and Service Transparency

For consumers to make an informed choice of legal services provider it's vital they can assess price and service provision information to help them decide on their provider of choice. This increased transparency can also greatly benefit your firm and help you stand out in the legal services marketplace