Deceased Estates Essentials for Accountants: Probate, Authority & Administration

Learn how to confidently handle deceased estates, from probate and authority through to administration and finalisation.

In this session, we cover:

• Estate vs non-estate assets

  • What the will actually controls

• Grants and authority

  • Probate, administration, who can instruct you

• Executors Commission

• The administration roadmap

  • Death to distribution, and where you fit

• CGT & main residence

• Entities, red flags and a checklist

  • Companies, trusts, and when to slow down