Probate Technician

What do they do?

Probate Technicians assist the probate lawyer to administer the estate of a deceased person and will work directly with private clients and other probate lawyers.

Where do they work?

Probate Technicians work in a variety of legal teams and settings recognised in the private client industry, including Licensed Conveyancing or Solicitors’ practices. They may also work as sole practitioners.

Probate Technicians deal with a broad range of other professional persons including; accountancy, banking, tax, trust and charitable professionals in the course of administering an estate.

How to study

No previous knowledge or experience is needed. Straight from school or college, the Level 4 Diploma is a great starting place for anyone wishing to pursue a career in law. The Level 4 Diploma is also a perfect stepping stone for anyone considering a career change and looking to improve their prospects of finding a job in law. If you already hold academic legal qualifications such as a Law Degree, take a look at our exemptions guide as you may qualify for some exemption.

The national recognised diplomas can be studied through an approved training provider by classroom based learning, distance learning or on an apprenticeship scheme. Typically, approved training providers offer an all-inclusive fee for each Diploma. Fees for the Level 4 Diploma are around £3500 – £4000. This compares favourably to other degree and professional qualification routes. View our approved training providers here.

Qualify as a Registered Probate Technician

It’s possible to enhance your training to qualify as a Registered Probate Technician. To qualify, 6 months work experience must be undertaken combined with completion of the Level 4 Diploma in Probate Law and Practice (or equivalent if applying for exemptions which could be completed in as quick as 18 months View more information about the Level 4 Diploma in Probate Law and Practice here.

CLC Legal Technician Register applicants must have successfully achieved:

  • the CLC/SQA Diploma in Conveyancing Law and Practice Level 4, or equivalent CLC accredited units; and
  • six months work experience in relevant employment; in a probate or conveyancing practice, legal firm, or organisation offering probate services to the public.

Applicants must submit to

  1. an application form, including your statement of relevant work experience;
  2. a certified copy of photographic ID, such as a Passport or a Photographic Driving Licence; and
  3. all educational certificates and transcripts.

Work Experience

Before you are able to apply to become a Registered Probate Technician you will need to complete 6 months of work experience and finding the work experience may be easier than you think. The scope of employment is actually very broad and even includes working in banks and building societies as well as law firms. You can get company names and contact details via the SLC job search facility, the CLC firms search facility or our take a look at our recently qualified CLC Lawyer stories.

Level 4 Diploma
View the units studied in the Level 4 Diploma.

Enrol with a Training Provider
View a list of approved training providers to study the Level 4 Diploma.

Work Experience
Information about completing and submitting your statement of work experience.

Apply to become a CLC Probate Technician
Find out how to apply to become a CLC Probate Technician

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