Overview
This course covers using the standard Proclaim workflow to manage a Probate case including producing IHT forms recording assets and liabilities and working with the Estate Accounts.
Agenda:
Creating cases
Using Proclaim to progress the case
Adding details of the deceased’s estate
Transferring data to the IHT Forms
Dealing with joint assets/liabilities
Creating the IHT205
Creating the IHT400
Calculating Interest
Preparing the Probate Application form
Working with the Estate Accounts
Distributing legacies
Administering the closure of the file
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 attended the User Level 1 course or have a good working knowledge of the Proclaim Desktop.
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.