There is a wide range of useful resources available for our ICAEW probate accredited firms.
Helpsheets
- Ethical considerations for probate practitioners
- Probate and estate administration annual review checklist
- Probate - Common pitfalls
- Alternative Business Structures FAQs
- Probate FAQs
- Notifying us of a change of firm structure
- Probate registry form for initial applications to probate registries
- Letters of engagement
On-demand webinars
2024 Legal Services Regulatory update
ICAEW's Quality Assurance Department took listeners through the recent common issues we are seeing on quality assurance monitoring reviews. We also heard from the Chair of the ICAEW Legal Services Committee, Miranda Winram, on the role of the committee and the committee's perspective on some of these common issues. The webinar concluded with a look at the current regulatory landscape, presented by the Regulatory Policy team.
Price and Service Transparency
For consumers to make an informed choice of legal services providers, it's vital they can assess price and service provision information to help them decide on their provider of choice. This increased transparency can also greatly benefit your firm and help you stand out in the legal services marketplace. Watch our webinar to understand more about the benefits of transparency. Also available is a film case study: The benefits of transparency.
Probate: What you need to know
Webinar and associated resources providing a whistle-stop tour of everything you need to know about probate.
Guidance
- How to deal appropriately with vulnerable clients
- Regulatory advice on when to seek accreditation for probate
- Modernising intestacy rules
- ICAEW probate accreditation: What your annual fee pays for
- Is your firm still eligible to carry out probate work?
- Common client complaints
- How to use probate legends
- How to use ICAEW probate accredited logo
- Probate diversity data collection and reporting
Further resources
Probate News
Our newsletter provides updates on the latest probate technical guidance and best practice information from ICAEW's Professional Standards team.
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