Wills, Probate and Administration Advanced

Through studying this course the learner will understand:

• The requirements for a valid Will and how a Will can be amended, added to or revoked
• How to take instructions for the drafting of a Will, including ascertaining the extent of the Testator’s estate and the Testator’s wishes as to burial or other disposal of their body; gifts, bequests, legacies and devises, residue, appointment of Executors, Trustees and Guardians and administrative provisions
• How bequests can fail or partially fail by way of abatement, ademption, lapse, contingency, divorce, uncertainty or disclaimer
• The provisions of the Inheritance (Provision of Family and Dependants) Act 1975
• The procedure for bringing a Claim under the Act and the orders that can be made by the Court, with their effect
• The difference between Testacy and Intestacy
• The Order of entitlement (inheritance) of the relations and descendants of an Intestate where there is a surviving spouse and where there is no surviving spouse
• The nature of a Partial Intestacy
• The nature of a Grant of Probate and the procedure for obtaining such a Grant
• An Affidavit of Plight and Condition and an Affidavit of Due Execution
• The different types of Grants of Probate and obtaining a Grant in simple form and in solemn form
• The nature of a Grant of Letters of Administration and the procedure for obtaining such a Grant
• The duties and powers of Personal Representatives
• The purpose of an Oath for Executors and an Oath for Administrators
• The process whereby an estate is administered and distributed
• How to advise a Client about the advantages of making a Will

Coursework: Achievement test and written assignment.

This unit requires approximately 50 hours to complete, though the actual time may vary depending on individual study habits, experience and pace.