Estate administration

Training materials and guides to probate estate administration

Practice Note: Introduction to probate and estate administration—training materials provides a useful introduction to the area for trainees and junior lawyers or those new to estate administration.

Precedent: Probate—client guide is written as a guide for legal professionals to provide to lay clients to explain the probate and estate administration process.

For an overview of the steps involved in the administration of an estate, see also Checklist: Estate administration—file checklist and Flowchart: Grant of probate/administration—flowchart.

WIQS protocols

The Law Society Wills and Inheritance Quality Scheme (WIQS) was launched in 2013 and operates through a series of prescriptive practice policies across the Will drafting and estate administration areas. The protocols and policies set out in the estate administration part of the WIQS scheme do not give a step by step method of conducting the administration, as this will depend on the assets in the estate and the expertise of those dealing with the administration. However, it does provide a blueprint for how a practice must approach administration to be able to claim the certification of WIQS. See Practice Note:

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