An Introduction to the Probate Process

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It is important for legacy officers to become familiar with and gain an understanding of the legal process involved in obtaining a Grant and the different types. 

What you will learn

  • the parties responsible for the estate administration and the different types of legacies; 
  • the application for grant and the different types of grant; and  
  • the distribution of the estate process. 

Completing the course

You must mark each section complete in order to successfully complete the course, but you can return to the sections at any point. At the end of the course you will complete a quiz, which can be retaken if you do not reach the pass mark of 80%. You will also be asked to submit a short written assignment. Upon successful completion of the quiz and assignment, you will receive your certificate!

Once enrolled, you can also download and print the full course notes and a one-page reference guide from the materials section. We recommend printing the full course notes before you take the quiz.

You will still be able to access the course in full at any time from the My Account section of the website, even after you have completed it.

About the authors

Lucy Gill, Foot Anstey

Lucy is the Head of the Legacies department and the Inheritance and Trust Disputes department at Foot Anstey. She advises private clients and charities in relation to estate disputes. She also provides specialist advice to charity legacy teams regarding disputed trust matters, contentious and non-contentious probate matters, legacy administration and charity law.  

Lucy is also ACTAPS qualified and holds the STEP Advanced Certificate in Trust Disputes. 

Andrew Salmons, Foot Anstey

Andrew is a Paralegal in the Legacies department at Foot Anstey. He assists his charity clients with legacy administration and estate administration matters, including Inheritance Tax and ex-gratia issues.  

Andrew also holds the Certificate in Charity Legacy Administration (CiCLA).  

Please enrol on the course to see materials.