STEP Advanced Certificate in Administration of Estates - England and 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.

In-person workshops are available for this course in London and Manchester.

STEP Diploma

This Advanced Certificate can be taken as part of the STEP Diploma. Find out more

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

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How is it delivered?

You can choose to study this course online, delivered through a combination of online learning and online workshops, or attend in-person workshops in either London or Manchester. Three workshops will take place in August, September and October 2024.

Find out more about the London workshops

Find out more about the Manchester workshops

The course will take four months to complete. We recommend that you spend four to six hours per week on private study for the four months prior to the 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

As part of the STEP Qualifications and Membership Framework (QMF), you will need to have 60 Entry Level credits to enrol on to this Advanced Certificate. Entry Level credits can be gained through completion of Entry Level Certificates and/or accreditation of prior certificated or experiential learning.

How many STEP membership credits does this course provide?

The Diploma that this Advanced Certificate contributes towards provides 120 Diploma Level Credits (each individual Advanced Certificate that makes up this Diploma provides 30 Diploma Level credits). Find out more about how many credits you need to reach Full STEP membership

Further course details

Who would find this qualification useful?

This Advanced Certificate is suitable for a wide range of practitioners and counts towards the STEP Diploma.

What are the entry requirements?

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

For information on the next available course dates and locations, please visit the CLTI website.

How do I apply?

Find out more information on enrolment

Help and advice

For enquiries on course enrolment please contact CLTI at [email protected] or +44(0)121 362 7733. For any other queries regarding professional development please email STEP at [email protected].

CPD Policy

Members are required to maintain and develop their knowledge and skills to ensure a high standard of practice.

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We offer a range of member categories to suit your professional requirements, qualifications and experience.

Our Education Partner: CLTI

The Advanced Certificates that make up the STEP Diploma are delivered by STEP's primary training partner, CLTI. CLTI is a professional training, education and qualifications provider for the financial services industry, and over the past 20 years, CLTI and STEP have worked together to develop more than 25 qualifications and training courses that fit practitioners’ needs, and support STEP’s Exam Route to Full Membership