STEP Advanced Certificate in the Administration of Estates (England and Wales)

Enhance your knowledge and skills to deliver holistic advice in England and Wales related to administering estates. This Advanced Certificate can be taken as part of the STEP Diploma.

Course details

This course provides practitioners with the technical knowledge and practical skills required to deliver holistic advice in England and Wales relating to administering estates.

  • Gain in-depth expertise: Improve your technical knowledge of the issues arising in estate practice and the laws and procedures involved.
  • Practical focus: Practical advice and guidance written by practitioners, for practitioners.
  • Build valuable connections: Network with like-minded professionals in varied roles and firms.
  • Industry recognition: A recognised ‘gold-standard’ professional qualification for those working in the industry. Successful completion provides 30 Diploma Level credits towards STEP membership, enhancing your professional standing, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.

A face-to-face workshop option for this course is available in Manchester and London

Course dates, fees and enrol now:

A face-to-face workshop option for this course is available in Manchester and London

Entry requirements may apply. Applicable local taxes and discounts will be added to your basket on checkout.

Entry requirements

60 Entry Level credits which can be achieved through:

  • Completion of a STEP Certificate (30 credits)
  • Previous learning - confirmed through Accreditation of Prior Certificated Learning (APCL) application - 30 credits
  • Work experience - confirmed through Accreditation of Prior Experiential Learning (APEL) - 30 credits

Note: You do not need to apply for APEL or APCL if you already have confirmed, or if you have studied for at least two STEP Certificates previously.

Become a member of STEP

This is a STEP course/qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies.

You will need 60 Entry Level credits and if you are not already, you will become an Affiliate member by enrolling on this course. STEP will contact you regarding membership 4-6 weeks after course enrolment.

Successful completion of the course will provide 30 Diploma Level credits as part of the STEP Qualification and Membership framework.

What will I learn?

  • The requirements for making a valid will, including different types of wills, foreign property and revocation and alteration of the will
  • The different types of gifts (including legacies and the donatio mortis causa), beneficial entitlement, and the operation of joint wills, mutual wills and secret trusts
  • How to apply for and obtain the grant
  • The duties and responsibilities of the personal representative in administering and distributing the estate
  • The intestacy rules and when they apply
  • The Inheritance (Provision for Family and Dependants) Act 1975
  • The STEP Standard Provisions

Is this course right for me?

This course is ideal for practitioners looking for professional accreditation, moving into or already working within the trusts and estates profession. 

Students of this course typically include:

  • Legal and trust professionals
  • Support staff and paralegals
  • Accountants and banking professionals
  • Tax advisers
  • Independent financial advisers
  • Executorship administrators 

Course format

The programme is delivered through a combination of online learning and three online workshops, and will take four months to complete. 

The course is assessed by a five-hour open-book written examination comprising six, 20-mark questions, from which candidates must answer five and achieve at least 50% to pass.