Probate News

On our web page “Legal Ombudsman guidance on handling complaints”, we signpost resources from LeO to help legal services firms with their practice. Read the latest LeO Spotlight article “Probate – How to be reasonable” for guidance on clear, timely communication with executors and beneficiaries to prevent complaints.

New research suggests that embedding inclusion and choice into the delivery of legal services can help to mitigate the risks of digital exclusion. We look at the key findings and discuss how ICAEW-accredited legal services professionals can design their services so that digital efficiency doesn’t lead to inequality.

Join one of HM Courts & Tribunals Service's lunch and learn sessions throughout November and December:

• Thursday 13 November: Lost wills
• Thursday 27 November: Foreign domicile cases
• Tuesday 9 December: National probate user group meeting

To register, please email NSfamilybmt@justice.gov.uk.

If you have decided to offer the administration of oaths in addition to your other probate services, then visit the ICAEW Probate Consumer Hub for articles you can share with your customers to help explain the service. 

If you’re an ICAEW probate practitioner and interested in making a difference in the regulatory sphere, there is a vacancy on our Legal Services Committee. As one of our professional conduct and regulatory committees, the role is remunerated. Help shape the standards for good practice and professional conduct and apply now. Applications are accepted on a rolling basis.

From 1 October, the updated Legal Services Regulations are in effect to reflect changes in line with the results from the consultation on the administration of oaths and complaints handling. Access the regulations to ensure your policies and processes are in keeping with the new requirements.

From 1 October 2025, ICAEW-accredited legal services firms are authorised to administer oaths. Access our legal services resources on administering oaths and affirmations.

Following a consultation process, new Legal Services Regulations took effect on 1 October 2025. Read a summary of the key changes relating to complaints handling.

The results of ICAEW's fifth Probate Diversity Survey are available. The report includes data from more than 10,000 responses and provides valuable insights into how the diversity profile of ICAEW probate firms is evolving. Access the comprehensive report, summary and webinar to learn about the results.