Applying for Probate - A Practical Overview

Introduction

Feeling overwhelmed by the probate process?

With both online and paper application routes now available, it’s easy to get confused about which steps to take and when.

Join our introductory level, in-person seminar designed to give you a clear, practical overview of how to apply for probate - whether you choose the digital route or stick with traditional paperwork.

This introductory course is aimed at anyone applying for probate for the first time, including trainees or accountants, financial and estate planning professionals seeking an understanding of the process.

Reserve your spot today and gain the confidence to navigate probate with clarity and ease.

What You Will Learn

This course will cover the following:

• What is probate and when is it required?
• Identify assets/liabilities
• Calculate inheritance tax, applying nil rate bands and the residence nil rate band
• How to fill in the paper form
• How to fill in the on-line form - with a dummy application completed
• How to prevent applications being delayed
• Track and follow up on applications effectively