ACCA has been approved to authorise individuals and firms to carry out probate work. This webinar is an introduction to probate and will present a brief overview of the probate process. Using a case study, it will cover the following:

  • validity of wills
  • intestacy
  • analysis of a will
  • inheritance tax
  • obtaining a grant
  • oaths
  • IHT forms
  • duties/ powers of PRs
  • administration of the estate
  • completing the administration
  • estate accounts


Shan Cole

Shan Cole is a qualified solicitor and has worked in Eversheds during her time in the profession.  She holds a Practising Certificate and is currently working part-time in a Conveyancing Practice. Shan holds a judicial appointment, being a part-time Adjudicator in the Traffic Penalty Tribunal.  She has wide experience as a lecturer having taught at the University of South Wales  for over 20 years on both undergraduate and professional courses – including being LPC Course Director.

Her areas of expertise are in Land/Property Law, Wills and Trusts. She is currently a part time tutor at Cardiff Law School teaching on both the LLB and LPC.  Shan is also the Chief Examiner for CILEX (Chartered Institute of Legal Executives) in their Probate Practice and Elderly Client Law and Practice modules. She has also held posts as external examiner for the University of Law and a critical reader for the Open University.