Objectives

The course aims to provide delegates with a refresher of key points based on feedback from the QAD, the Legal Ombudsman and discussion with firms. Any changes to regulations and guidance will also be considered with the aim that individuals remain up to date and provide a compliant and quality service.

Key topics

• Brief refresher of when a probate licence is needed.
• Feedback from QAD monitoring visits
• Feedback on issues raised by the Legal Ombudsman
• Practical points to minimise risk.
• The points covered will depend on what is topical at the time but are likely to consider engagement, clients’ money, pricing and transparency, communication and quality control

Who should attend

The course is aimed at those responsible for providing probate services, which will include authorised and licensed individuals, as well as those that support them.