STEP Advanced Certificate in Administration of Estates - England & Wales

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.

Please click on the '+' icons below to view further information.

What does this qualification cover and how is it delivered?

What does this qualification cover?

  • Validity of the will
  • Types of will accounts
  • Interpreting the clauses in a will
  • Revocation and alteration of a will
  • Beneficiaries and beneficial entitlement
  • Donation Mortis Causa
  • Intestacy
  • Applying for the grant
  • Obtaining the grant
  • Administration of the estate
  • Joint wills, mutual wills and secret trusts
  • The Inheritance (Provision for Family Dependents) Act 1975
  • Post-death variations
  • Election and satisfaction
  • Foreign property and wills

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. The final assessment is a 3-hour examination. 

What are the benefits to me and my employer?

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

  • describing the responsibilities of personal representatives;
  • managing testate, intestate, solvent and insolvent estates appropriately;
  • explaining how IPFDA 1975 claims are assessed by courts;
  • understanding the potential issues around estates which involve foreign wills or property

Entry advice and requirements

Who would find this qualification useful?

This Advanced Certificate is suitable for a wide range of practitioners and is one of two core papers that make up the following Diplomas for England & Wales:

  • STEP Diploma in Advising Vulnerable Clients
  • STEP Diploma in Tax and Estate Planning - England and Wales
  • STEP Diploma in Trusts and Estates - England and Wales
  • STEP Diploma in Will Preparation - England and Wales

For full details please visit the Diplomas page.

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 England and Wales 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 

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. It is one of two core papers that make up the following Diplomas for England & Wales:

  • STEP Diploma in Advising Vulnerable Clients
  • STEP Diploma in Tax and Estate Planning - England and Wales
  • STEP Diploma in Trusts and Estates - England and Wales
  • STEP Diploma in Will Preparation - England and Wales

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