Description
Duration: 12 weeks plus final examination
The Executry Procedures Course provides a thorough introduction to the administration of estates in Scotland, equipping students with the knowledge required to support executry work within a legal practice.
Designed for individuals working in legal administration, private client departments, or those looking to develop specialist executry knowledge, the course explores the procedures involved in administering both testate estates (where a valid will exists) and intestate estates (where no will exists). Students will also gain an understanding of prior rights, legal rights, and the practical steps involved in managing executry matters from commencement to completion.
Combining legal principles with practical application, the course helps learners build the confidence to deal with straightforward executries while recognising situations that require referral to a supervising solicitor or line manager.
Course Aims
By completing this course, students will:
- Develop a strong working knowledge of executry procedures for both testate and intestate estates.
- Understand the legal framework governing executry administration in Scotland.
- Gain practical knowledge of prior rights and legal rights and their application in estate administration.
- Learn the processes and documentation required throughout the executry process.
- Build confidence in handling routine executry matters within a legal practice.
Learning Outcomes
On successful completion of the course, students will be able to:
- Understand and apply the procedures involved in administering straightforward executries.
- Distinguish between the requirements of testate and intestate estates.
- Identify and apply the rules relating to prior rights and legal rights.
- Assist with the preparation and administration of executry files and associated documentation.
- Recognise potential issues, risks, and complex matters that require further advice or supervision.
- Contribute effectively to private client and executry work within a legal practice.
This course is ideal for legal administrators, secretaries, paralegals, trainees, and support staff working in private client departments, as well as anyone seeking a practical understanding of Scottish executry procedures and estate administration.
