CILEx Level 3 Unit 14 Probate Practice
CILEx Level 3 Unit 14 Probate Practice - £325
This course will deliver detailed knowledge and the skills to put your knowledge of the law of wills and succession into practice, and in particular learn how to draft wills and administer estates on death. This web page covers the content of this course - information on how our supported distance learning courses are delivered is given on the page titled 'Courses for CILEx Level 3 law and practice units'. The fee is £325 if purchased as a single unit, but discounts are available if purchased as part of a bundle of units as indicated under the heading 'Application' at the bottom of the page. CILEx Level 3 units were known as ILEX Level 3 units until recently. CILEx stands for the Chartered Institute of Legal Executives. It was known as the Institute of Legal Executives (ILEX) until the award of a Royal Charter in January 2012.
Who is the course for?
This course is relevant:
- if you are working towards an CILEx Level 3 qualification as indicated in the section below
- if you are an unqualified member of staff or paralegal working in the probate department of a law firm or a will-writing organisation this is an ideal training course. We recommend that you should also study CILEx Level 3 Unit 1 Introduction to Law and Practice and CILEx Level 3 Unit 8 Law of Wills and Succession
- if you are a member of the public and you wish to know more about how to administer a straightforward estate and to apply for a grant of probate.
Level 3 is the equivalent to A level in academic standard. Our Level 6 Probate Practice course delivers LPC-level knowledge.
What qualification will I get?
This course does not amount to a qualification on its own, although success in the unit does contribute seven credits to your learning record. The unit can be used to contribute to the CILEx Level 3 Certificate in Law and Practice (Probate Practice) or the ICILEx Level 3 Professional Diploma in Law and Practice which are both listed on the national database of accredited qualifications for England and Wales.
What will I be able to do when I have completed the course?
If you work in the probate department of a law firm you will be able to draft and execute wills and administer uncomplicated estates under supervision. We recommend that you also study the CILEx Level 3 Unit 8 Law of Wills and Succesion.
What is the detailed course content?
The Probate Practice course delivers the CILEx syllabus for this unit. Please click on the link to see the syllabus content expressed in terms of broad learning outcomes as well as the detailed knowledge, understanding and skills that are delivered by the course. ITC publishes a course manual every year to deliver the CILEx syllabus and the table of contents (2011 edition) is reproduced below. You can also view sample pages from the course manual.
Chapter 1: Introducing Succession
Chapter 2: Wills and Validity
2.1 Introduction
2.2 Reasons for making a will
2.3 Capacity
2.4 Intention
2.5 Formalities
2.6 Witnesses
2.7 Summary
Chapter 3: Preparation of Will
3.1 Introduction
3.2 Taking instructions
3.2.1 Client’s full name, address and contact details
3.2.2 Money-laundering regulations and risk management
3.2.3 Costs
3.2.4 Previous will
3.2.5 Dependants
3.2.6 Size/constitution of estate
3.2.7 Executors
3.2.8 Gifts
3.3 Provision for the family
3.4 Summary
Chapter 4: Administrative Clauses
4.1 Introduction
4.2 Investment
4.3 Insurance
4.4 Appropriation
4.5 Business
4.6 Maintenance
4.7 Advancement
4.8 Receipts
4.9 Guardians
4.10 Summary
Chapter 5: Drafting and Executing the Will
5.1 Introduction
5.2 Execution
5.3 After execution
5.4 Summary
Chapter 6: Case Illustration – Making a Will
6.1 Introduction
6.2 Taking instructions
6.3 Drafting the will and arranging execution
6.4 Summary
Chapter 7: Contentious and Non-contentious Probate
7.1 Introduction
7.2 Probate jurisdiction
7.3 Is a grant always needed?
7.4 Types of grant
7.5 Summary
Chapter 8: Application for Grant of Probate
8.1 Introduction
8.2 Executors
8.3 Initial steps
8.4 Documents needed for probate application
8.4.1 H M Revenue & Customs forms
8.4.1.1 Which estates are “excepted”?
8.4.1.2 Form IHT 205
8.4.1.3 Form IHT 400
8.4.1.4 Form IHT 421
8.4.2 Documents sent to Probate Registry
8.4.3 Fees
8.5 Applying for the grant
8.6 Summary
Chapter 9: Case Illustration – Application for Grant of Probate
9.1 Introduction
9.2 Taking instructions
9.3 Obtaining the grant of probate
9.4 Notes on oath for executors
9.5 Notes on IHT 400
9.6 Summary
Chapter 10: Grant of Letters of Administration with the Will
10.1 Introduction
10.2 Entitlement to and effect of grant
10.3 Applying for the grant
10.4 Summary
Chapter 11: Grant of Letters of Administration
11.1 Introduction
11.2 Effect of grant
11.3 Entitlement to grant
11.4 Instructions and application for grant
11.5 Notes on oath for administrators
11.6 Summary
Chapter 12: Post-grant Practice
12.1 Introduction
12.2 Post-grant steps
12.3 Standing searches
12.4 Summary
Application
Download: CILEx courses application form 2011-12.pdf
Or apply on-line:
Apply for this course alone at £325
Apply for all courses leading to the CILEx Level 3 Certificate in Law and Practice at £1100
Apply for this course along with Unit 1 Introduction to Law and Practice and Unit 8 Law of Wills and Succession at £730