Apprenticeship training course

Probate technician (level 4)

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Information about Probate technician (level 4)

Assisting a probate lawyer to administer the estate of a deceased person.

• Knowledge, skills and behaviours:
  View knowledge, skills and behaviours

  Knowledge

  • Understand the differing legal services delivery business models, including those used by their employer. Understand and apply commercial practices of the employer.
  • Understands and applies the technology that is available to achieve the outcomes within the area of probate.
  • Working knowledge of probate and succession law to include: awareness of and understanding of the Non Contentious Probate Rules 1987; and knowledge and application of taxation elements within probate; and awareness of Trust and Property law and relationship with probate.
  • Has an understanding of the regulatory policies and procedures, to include those applicable to the employer.

  Skills

  • Demonstrates an ability to analyse and prioritise the current workload. This should include taking into consideration any deadlines and show an ability to re-prioritise accordingly, when necessary.
  • Provide excellent levels of client care and communication through regular client contact that is appropriate to the outcome. Meet reasonable expectation of clients and provide clear and appropriate advice.
  • Convey information to clients and others in a clear and simple manner (where appropriate, interpret technical language using plain English) in both written and oral communication.
  • Create and maintain accurate file records in line with employers policies and procedures, taking into account Data Protection and Confidentiality issues.
  • Apply attention to detail in all work to ensure correct legal and tax advice is provided. Accurately follow internal (and external) processes and carry out procedures to ensure a matter is fully compliant. Uphold all relevant codes of conduct.
  • Draft accurate and complete legal documentation, taking pride in the delivery of high quality work. Identify legal or tax resources to undertake relevant research to progress a matter; and escalate when a matter becomes complex or beyond own agreed level of accountability.
  • Understand, interpret and be able to apply numbers accurately in order to calculate the standard financial aspects of a small case load of non-inheritance tax and non-complex estates; and maintain compliant and complete record keeping.
  • Manage time autonomously to ensure deadlines, agreed performance targets and milestones are achieved, as applicable.

  Behaviours

  • Analyse, interpret and evaluate information in order to apply the law (or regulatory code of conduct) appropriately to progress a matter.
  • Demonstrate a positive and proactive approach to work. Take accountability and responsibility for own actions.
  • Build and maintain client and third party relationships in a professional and ethical manner. Communicate with clients in a caring and understanding manner to support them through difficult circumstances; and be able to work sensitively with empathy, acting with integrity and honestly to support the provision of proper legal outcomes on behalf of client(s).
• Apprenticeship category (sector): Legal, finance and accounting
• Qualification level: 4; Equal to higher national certificate (HNC)
• Course duration: 18 months
• Maximum funding: £5,000 ; Maximum government funding for ; apprenticeship training and assessment costs.

View more information about Probate technician (level 4) from the Institute for Apprenticeships and Technical Education.