Keeping members informed of developments as we explore opportunities for members to provide a broader range of services that meet the regulatory objectives of the Legal Services Act 2007.
We have been an approved regulator for the reserved legal activity of probate since 2009 and we now wish to be able to authorise our members and firms to undertake probate work. This will provide members in practice in the UK with the opportunity to participate in the legal services market in England and Wales.
In August 2017, ACCA invited members in practice, consumers in the legal services market, and other interested parties to comment on its draft application to gain approval of new regulatory arrangements for probate activities. The external consultation was launched on 29 August 2017, and was open until 9 October 2017.
Application to Legal Services Board
ACCA compiled an application which provided a comprehensive overview of our regulatory framework and processes, including aspects relevant to probate activities. It explains how we aim to authorise individuals and firms to carry out probate work and the regulatory and disciplinary procedures necessary to meet the requirements of the Legal Services Act 2007 and the Legal Services Board (LSB).
After considering the feedback gained in this consultation period, ACCA submitted its final application to the LSB on 23 October 2017.
ACCA has made available updated versions of the Probate factsheets. The suite of factsheets starts with ‘what to do when someone dies’, with others in the suite looking at administration of estates, taxation, calculations, forms required and distributions to beneficiaries.
The Probate Factsheets are available by request and will be free to practitioners who email firstname.lastname@example.org. Please include your membership number, firm and ‘probate factsheets’ in the subject line. Members undertaking work in a personal capacity can obtain extracts from the factsheets and should include their name, membership number and ‘probate factsheets extracts’ in the subject line.