There is a wide range of useful resources available for our ICAEW probate accredited firms.
Helpsheets
- ICAEW statement on banking services and probate
- Ethical considerations for probate practitioners
- Probate and estate administration annual review checklist
- Probate - Common pitfalls
- Alternative Business Structures FAQs
- Probate FAQs
- Notifying us of a change of firm structure
- Probate registry form for initial applications to probate registries
- Letters of engagement
On-demand webinars
- 2024 Legal Services Regulatory Update - includes comments from the Chair of the ICAEW Legal Services Committee, Miranda Winram
- Probate: What you need to know - Webinar and associated resources providing a whistle-stop tour of everything you need to know about probate.
Guidance
- Supporting vulnerable consumers during probate and estate administration
- Regulatory advice on when to seek accreditation for probate
- Modernising intestacy rules
- What your legal services accreditation fee pays for
- Is your firm still eligible to carry out probate work?
- Common client complaints
- How to use probate legends
- How to use ICAEW probate accredited logo
- Probate diversity data collection and reporting
Further resources
Probate News
Our newsletter provides updates on the latest probate technical guidance and best practice information from ICAEW Regulation & Conduct.
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