Reference Quantity: ST0102

Particulars of normal

The Occupation

The position of a Probate Technician is to help the charge incomes actions of a principal probate practitioner by engaged on a quick outlined by the supervisor to motion authorized and tax procedures associated to the administration of an property.

The position is assorted as no two estates are the identical, and on condition that that is serving to purchasers usually at an emotional time you have to be capable to reveal empathy and understanding. The regulation of probate and property administration does overlap with many different areas of regulation and can swimsuit those that have a willingness to be taught and develop a wider working data past probate. 

It’s an entry stage position, appropriate for candidates of all ranges of capability and expertise together with these new to the business with no authorized {qualifications}. As a Probate Technician you’ll cope with the affairs of a deceased particular person (“property”) and  liaise with their representatives (executors or directors) to manage the property in accordance with their Will or below the Intestacy provisions, (ought to they haven’t left a Will).

Probate Technicians work in quite a lot of authorized groups and settings recognised within the non-public consumer business and cope with a broad vary of different skilled individuals together with; accountancy, banking, tax, belief and charitable professionals in the midst of administering an property.

Job Function

Probate Technicians work below the direct supervision of an Authorised Individual, e.g. a Council for Licensed Conveyancers (CLC) Licensed Probate Practitioner, a Solicitor, or a Fellow of the Chartered Institute of Authorized Executives or equal.

Attaining the apprenticeship will allow you to construct knowledgeable profession in probate regulation and work on a spread of normal issues. You can be competent to handle a case load of non-inheritance tax and non-complex estates both totally administering the property or coping with components of the method.

It is possible for you to to reveal that you simply perceive the necessities and restrictions of working in an setting which is regulated along with shopper and authorized necessities related to probate issues; and are in a position to cope with your each day duties accordingly or search help the place wanted.

You’ll reveal your competency in opposition to the behaviours, data and expertise beneath:


Essential Pondering

Analyse, interpret and consider data so as to apply the regulation (or regulatory code of conduct) appropriately to progress a matter.

Motivation and Enthusiasm

Show a constructive and proactive method to work. Take accountability and accountability for personal actions.

Relationship Administration

Construct and keep consumer and third social gathering relationships in knowledgeable and moral method. Talk with purchasers in a caring and understanding method to help them by way of troublesome circumstances; and be capable to work sensitively with empathy, appearing with integrity and truthfully to help the availability of correct authorized outcomes on behalf of consumer(s).




Perceive the differing authorized companies supply enterprise fashions, together with these utilized by their employer. Perceive and apply industrial practices of the employer.


Understands and applies the know-how that’s out there to attain the outcomes inside the space of probate.

Authorized and Technical

Working data of probate and succession regulation to incorporate:

  • consciousness of and understanding of the Non Contentious Probate Guidelines 1987; and
  • data and utility of taxation components inside probate; and
  • consciousness of Belief and Property regulation and relationship with probate.

Threat and Compliance

Has an understanding of the regulatory insurance policies and procedures, to incorporate these relevant to the employer.


Adaptability and Resilience

Demonstrates a capability to analyse and prioritise the present workload. This could embody making an allowance for any deadlines and present a capability to re-prioritise accordingly, when essential.

Shopper administration

Present glorious ranges of consumer care and communication by way of common consumer contact that’s applicable to the result. Meet affordable expectation of purchasers and supply clear and applicable recommendation.

Communication and Literacy expertise

Convey data to purchasers and others in a transparent and easy method (the place applicable, interpret technical language utilizing plain English) in each written and oral communication.

File administration

Create and keep correct file information according to employer’s insurance policies and procedures, taking into consideration Information Safety and Confidentiality points.

Authorized Recommendation and Compliance

Apply consideration to element in all work to make sure right authorized and tax recommendation is offered. Precisely observe inner (and exterior) processes and perform procedures to make sure a matter is totally compliant. Uphold all related codes of conduct.

Authorized Rigour

Draft correct and full authorized documentation, taking delight within the supply of top of the range work. Determine authorized or tax sources to undertake related analysis to progress a matter; and escalate when a matter turns into complicated or past personal agreed stage of accountability.


Perceive, interpret and be capable to apply numbers precisely so as to calculate the usual monetary features of a small case load of non-inheritance tax and non-complex estates; and keep compliant and full report conserving.


Handle time autonomously to make sure deadlines, agreed efficiency targets and milestones are achieved, as relevant.


Sometimes 18 to 24 months.

Entry Necessities

There aren’t any formal entry necessities.


Apprentices with out stage 2 English and maths might want to obtain this stage previous to completion of their apprenticeship.

Hyperlink to Skilled registration and development Degree

Assembly the competency customary of the apprenticeship will allow the profitable apprentice to use for voluntary skilled registration with the CLC {and professional} membership with the Society of Property and Belief Practitioners.


This can be a Degree 4 apprenticeship.

Evaluation date

The usual will probably be reviewed after three years.

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