An Introduction to Probate and Estate Administration

2 Days
10 Hours CPD


The College of Will Writing, Whisby Way, Lincoln, LN6 3LQ   View map




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 MarchFULLY BOOKED
  • 13th & 14th MayFULLY BOOKED
  • 31st July & 1st AugustFULLY BOOKED
  • 14th & 15th October

Venue:  College of Will Writing, Lincoln


£250 SWW Member rate

£350 Non-member rate



“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”

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The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Contact Us


Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way