STEP Advanced Certificate in Administration of Estates - Northern Ireland

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.

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
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) (Northern Ireland) Order 1979
Post-Death Variations
Election and Satisfaction
Foreign Property and Wills

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Syllabus (PDF)

How is it delivered?

The programme is delivered through a combination of online learning and two online workshops and 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 when the Inheritance (Provision for Family Dependents) (Northern Ireland) Order 1979 applies;
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 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.

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 Northern Ireland 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?

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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