Summary of Steps in Obtaining Probate - Start to End

This course will provide a summary of the key steps in seeking to obtain probate

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Course Overview

Delivered by solicitor Safda Mahmood, this course looks into Private Client Advocacy. This session will provide a summary of the key steps in seeking to obtain Probate. The session will cover the steps from the point of instruction, through to the point at which the estate can be distributed.


This course will consider the following topics in regards to obtaining probate:

INITIAL INSTRUCTIONS AND DOCUMENTS

WILL A GRANT ALWAYS BE REQUIRED?

ORGANISE VALUATIONS

STATUTORY ADVERTISEMENTS UNDER S. 27 TRUSTEE ACT 1925

PREPARE PROBATE PAPERS

SEND PAPERS TO THE PROBATE REGISTRY

Application for Grant and Inland Revenue Accounts

Excepted Estates

Raising Funds to Pay IHT

Protection of Personal Representatives and Payment of Debts

Completing Administration

Estate Accounts

Assents and Certificate of Discharge



What are the requirements?

  • Watch the recorded webinar. This course provides 0.5 CPD points

Learning Outcomes

  • To gain a greater understanding of obtaining probate and the case law surrounding it

What is the target audience?

  • Private Client Law Practitioners

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About Instructor - Safda Mahmood

Safda is a senior solicitor, with a public authority, having had practiced in both Private Practice and Local Government. Safda is on the Law Society Children Panel and specialises in Children Law and Adoption. He delivers training across the country and writes regularly for various journals including Family Law Journal, Legal Executives Journal and Law Society Bulletin.

Course Curriculum

Summary Of Steps In Obtaining Probate - Start To End

  • Webinar
    19:59
  • Slides
    4 Page

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