Tutors: Nick Ash TEP FSWW & Sara Sheppard TEP FSWW
This 2-day course is designed to help you understand the probate process once a client has died and how to signpost your clients’ Executors to professional help. In turn, an understanding of the probate process can assist when drafting Wills by knowing what happens when they’re eventually needed. We will show you the process with a worked example and a comprehensive case study of what you may have to consider.
Day one will be an overview of everything that needs to be done from the death until probate is granted and will include:
- Tracking down assets and liabilities
- Different types of grants
- The correct way of obtaining valuations
- Inheritance tax and claiming allowances
- What a personal representative can and can’t do (and when) and the personal risks and liabilities that someone takes on when they agree to act as an executor
Day two will deal with:
- Post-grant administration
- Calling in assets
- Paying debts
- Preparation of estate accounts
- Setting up testamentary trusts
- Distributing the estate
- Protecting the personal representatives against future claims
Dates for 2024:
13th & 14th March– FULLY BOOKED13th & 14th May– FULLY BOOKED- 31st July & 1st August
- 14th & 15th October
Venue: College of Will Writing, Lincoln
Costs:
£250 SWW Member rate
£350 Non-member rate
Feedback:
“As well as giving the theory both presenters readily referred to practical examples from their past experience of applying the theory in real life practice. That brought the subject matter “to life”.
“Course was excellent overall. Very useful content and also tutors made it very clear from outset that this course does not qualify you for doing probates. Essential course for any will writer”.
“The tutors obviously were very experienced in the subject. They allowed and encouraged discussion on the subject matter. The supplied material was thorough and helpful. I learned a lot. Thank you”
Book your place
Book your place