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.
Dive deep into estate practice, mastering the laws and procedures involved, through guidance delivered by Julie Bell, a private client expert dealing in all aspects of private client law.
This course provides practitioners with the technical knowledge and practical skills required to deliver holistic advice in England and Wales relating to administering estates.
Course start dates:
Duration: 4 months
Certification: Awarded in association with Alliance Manchester Business School, the University of Manchester
If you are not already a member of STEP, you need to join before enrolling onto this course as you will need your STEP membership number to hand when booking. Find out more here. Please allow five working days for your membership application to be approved by STEP. Applicable local taxes and discounts will be added to your basket on checkout for this course.
The course fee is increasing from 1 January 2026 – enrol now and benefit from the existing price.
Tailored pricing plans and group rate cards are available for firms seeking to train multiple team members or larger groups of employees. We are happy to work with you to design a cost-effective solution that aligns with your training goals and budget.
You can pay for your course fees in instalments if you choose the interest-free instalment plans available for certain courses. Specifically, you can opt for three equal monthly instalments for Certificate and Advanced Certificate level courses that total over £800 (excluding VAT), or six equal monthly instalments for the Professional Postgraduate Diploma. Payments can be made using a credit or debit card.
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:
To take this course you need to be a member of STEP at Affiliate level or higher.
STEP helps its members to advance their careers through a local, national and international community of more than 22,000 members comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
This course is available for study twice a year and takes four months to complete. It is delivered online.
Enrolment onto this course will include access to an online learning platform containing bespoke course reading, self-assessment tools and supporting material.
The course fee includes attendance at three online workshops led by a subject matter expert.
The course is assessed by way of a five-hour open-book examination.
Once you have successfully completed this course, you will be awarded the STEP Advanced Certificate in Administration of Estates (England and Wales).
Completing the STEP advanced certificates has been useful in developing my learning, particularly in areas which are not seen in everyday practice.
The availability of workshop recordings was extremely beneficial, allowing me to work at my own pace and target areas of the syllabus where I was weaker.
The tutor is excellent and the workshops are brilliant. The materials are good too.
Successful completion of a STEP qualification (England and Wales) does not by itself lead to a licence to practice probate or other reserved activities. Some STEP qualifications are recognised by ICAEW and CLC for those applying to be a Licensed Probate Practitioner.
For further information please see the following links:
Digital Certificates from April 2026
From April 6th 2026, printed certificates will no longer be issued. All certificates will be provided digitally via Diplomasafe.
This change supports our commitment to sustainability and modernisation. Digital certificates are:
Certificates are issued by our credentials partner, Diplomasafe. CLTI will securely share data with Diplomasafe in line with GDPR to enable digital credentialing. Learn more: https://diplomasafe.com
View the January 2026 course timetable
