Advanced Certificate in Wills and Executries: Law & Practice (Scotland)

This qualification will help those involved with the administration of estates to understand the processes and common issues that arise. It is also useful for any professionals whose work brings them into contact with probate practitioners, such as will writers and estate planners, whose advice to clients depends on understanding the impact of any decisions made in advance.

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What does this qualification cover and how is it delivered?

What does this qualification cover?

  • The Requirements for making a Valid Will
  • Rules for Will Drafting
  • Clauses in Will Drafting
  • How to Draft an Appropriate Will
  • Post-Death Variations
  • The Procedure from Death to the Close of Executry
  • The IHT400
  • The Procedure in Intestate Succession
  • Inheritance Tax
  • Executry Accounts
  • Powers of Attorney and Guardianship

You can see a more detailed syllabus here

How is it delivered?

The Advanced Certificate is delivered through a blend of distance learning and face-to-face workshops. Delegates should allow four to six months to complete it.

What are the benefits to me and my employer?

Completing the programme successfully will validate your competence and enhance your expertise in:

  • explaining and fulfilling the requirements for a valid Will in Scotland
  • describing the full procedures to follow, from death to close of executry
  • defining what is meant by an intestate estate and the correct procedures to apply
  • identifying the information needed to prepare executry accounts

Entry advice and requirements

Who would find this qualification useful?

This Advanced Certificate and the Diplomas that it is included in, is suitable for a wide range of practitioners. Past graduates have included members of the accountancy, banking, legal and trust professions (at all levels); charity specialists; a wide range of support staff and paralegals; tax advisors; independent financial advisors and executorship administrators

What are the entry requirements?

Admission depends on meeting the Entry Level requirements, outlined in the Qualifications and Membership Framework.

Further course details

How long will it take to complete

Advanced Certificates take six months to complete from enrolling to sitting the examination.

How much will it cost?

The course fees for each Advanced Certificate can be found on the CLTI website

Where is it available?

This course is available in Scotland only. For full details visit the CLTI website

What are the course dates?

For full course dates visit the CLTI website

How do I apply?

Register online or download and return the enrolment form (PDF 249KB)

Help and advice

If you have any queries and would like to speak to someone you can either call CLTI on +44 (0)121 362 7733 or email pd@step.org

Specialist Diplomas

Successful completion of this course gives you 30 Diploma Level (DL) credits that you can put towards a STEP Diploma. This Advanced Certificate is included in the following diplomas:

  • STEP Diploma in Tax and Estate Planning - Scotland
  • STEP Diploma in Trusts and Estates - Scotland

For more information on the specialist streams, please see the STEP Diplomas page.