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Introduction to Estate Administration

The process of estate administration can be challenging due to the increasing complexity of family structures, asset portfolios and legal frameworks. Understanding this process is crucial for legal practitioners looking to handle estates and advise clients on inheritance matters effectively.  

Designed to provide a foundational overview of estate administration, this course will address the solicitor’s role in the administration of the estate, the passing of property and the basic rules of intestacy. It also provides insight into inheritance tax and the key concepts considered when calculating it. 

Whether you are new to this practice area or need a refresher, this course, through easy-to-read chapters, will provide you with the fundamental knowledge needed to navigate estate administration cases effectively.   

What this will cover

This course will cover:  

  • probate and estate administration 
  • inheritance tax 
  • distributing and finalising the estate 
Learning outcomes

By the end of this course, you will be able to: 

  • understand the basic elements of probate and estate administration 
  • recognise the role of solicitors in the administration of the estate and probate
  • understand the passing of property in estates  
  • appreciate the basic rules of intestacy
  • understand the final accounting process and finalisation of the estate 
How you will learn

Course format 

This online course consists of the following elements: 

  • an interactive course presentation, with a variety of knowledge checks spaced throughout to test understanding of the material as the learner progresses 
  • an end-of-course assessment consisting of 10 questions 

Our courses conform to Web Content Accessibility Guidelines 2.1. However, some members may require an alternative version for accessibility purposes. This is available upon request via our contact us form. 

Assessment 

In order to pass the assessment, you must achieve a pass mark of 70%. 

The knowledge checks included in the course presentation are intended to aid your understanding of the content and offer the opportunity to apply your knowledge. They do not form part of the assessment. 

No. of items Discount
11 – 19 15%
20 – 29 20%
30 – 39 25%
40 + 30%
£57.89 ex VAT
Type of training
CPD
Format
Bitesize
Level
Introduction
Who is this for?
Solicitors
Course length
30 minutes
Assessment type
MCQs (Multiple Choice Questions).
SRA Competence
A2
A4

The experts

Dr Benedict Turner

Expert
Facilitator

View expert bio