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Online Probate Applications - Pitfalls & Procedure Explored

Level
Intermediate: Requires some prior subject knowledge
CPD
1.25 hours
Group bookings
email us to discuss discounts for 5+ delegates
Online Probate Applications - Pitfalls & Procedure Explored

Select a date

17 Jan 2025
15 Jul 2025

Session

17 Jan 2025

9:00 AM ‐ 10:15 AM

Session

15 Jul 2025

9:00 AM ‐ 10:15 AM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

All prices exclude VAT

Introduction

The mandatory use of HMCTS online processes for probate professionals in the application for grants of representation has been a major change.

This new virtual classroom seminar will examine the process using practical examples.

It will also look at common pitfalls and how to avoid them to ensure that you are well prepared before beginning an application.

What You Will Learn

This live and interactive course will cover the following:

  • What essential information is needed from clients?
  • Common issues with the online application procedure and how to overcome them
  • Adding value - how to persuade clients not to make a lay application
  • Setting out the expectations for the future of online application processes

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Online Probate Applications - Pitfalls & Procedure Explored