Accounting for Trusts & Small Estates - An Introductory Guide for Probate Professionals

Introduction

Managing trusts and small estates comes with complex responsibilities and getting the accounting right is critical.

This new full day course gives you a clear understanding of best practice in trust and small estate accounting.

You will gain practical knowledge you can apply immediately, helping you avoid common pitfalls and strengthen your professional confidence.

The course will explore the importance of the STEP guidelines including what they are, why they matter, and how to adhere to them effectively.

By the end of the day, you will feel grounded, informed, and equipped to handle accounting requirements with clarity and assurance.

Secure your place today and build the expertise you need to manage trusts and small estates with confidence.

What You Will Learn

This course will cover the following:

• Where to begin with estate accounts - what options are there?
• What information needs to be included?
• Accounts during a fixed fee probate - how to approach matters
• The importance of the will and trust deed
• Changes post death
• Approval of accounts - who needs to approve them and what does this mean?
• Risk to the personal representative
• Various case studies to look at different types of trusts and estates