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Helpsheets and resources

Resources for firms accredited for probate.

Preparing for Brexit
Find a range of resources to help prepare for Brexit, including technical guidance and The Ministry of Justice’s guidance for lawyers after a no-deal Brexit.

 How to deal appropriately with vulnerable clients.

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

Regulatory advice on when to seek accreditation for probate.
Guidance on technical issues such as executorship, what can be done without a probate licence and at what point probate becomes contested.

Alternative Business Structures 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.

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

Probate webinar: what you need to know

If you are looking to apply for Probate accreditation, preparing for an ICAEW probate monitoring visit or would like to understand or update your knowledge on the regulations and how Practice Assurance applies to probate, this webinar does all three.

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

Ethical considerations for probate practitioners
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.

Notifying a change of firm structure (withn 10 business days time limit)
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 An inaccurate or out of date firm record may constitute a misdescription of your firm.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.

Probate registry office certification requirements
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.

Modernising intestacy rules
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.