There is a wide range of useful resources available for our ICAEW probate accredited firms.
Probate News
Stay current with the latest probate technical guidance and best practice information from ICAEW's Professional Standards team in our newsletter, Probate News.
Helpsheets
On-demand webinars
2023 Probate Diversity Survey: webinar resources
Access the webinar recording, slides and links to relevant resources to help you prepare for your firm’s 2023 Probate Diversity Survey. The recording and slides include details of how to set up your firm's survey with our supply partner Riliance.
Price and Service Transparency
For consumers to make an informed choice of legal services providers, 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. Watch our webinar to understand more about the benefits of transparency. Also available is a film case study: The benefits of transparency.
Probate: What you need to know
Webinar and associated resources providing a whistle-stop tour of everything you need to know about probate.
Guidance
- How to deal appropriately with vulnerable clients
- Regulatory advice on when to seek accreditation for probate
- Modernising intestacy rules
- ICAEW probate accreditation: What your annual fee pays for
- Is your firm still eligible to carry out probate work?
- Common client complaints
- How to use probate legends
- Letters of engagement
- How to use ICAEW probate accredited logo
- Probate diversity data collection and reporting