Overview
This course provides the necessary skills to fully utilise the Probate application.
Agenda:
Setting up the client and matter
Workflow setup
Using the Probate IHT and Estate module to enter:
Assets/Liabilities
Gifts
Transactions
Distribution
Transferring data to the IHT Forms
Generate the Estate Accounts
All courses can be tailored to suit individual requirements if necessary. Please contact the training department to discuss your needs in more detail.
Prerequisites
Prior to taking this course Delegates must have completed the Access Legal Case Management User Course.
Course duration
0.5 day
How to book this training
You can use your FlexPoints to book from our Services Catalogue or reach out to your Account Manager who will be able to assist with your request.