Explore the complex, yet highly interesting, Scottish Laws of Succession.

This qualification deals in detail with Scottish Laws of Succession both testate and intestate and will enable you to prepare reasonably complex Wills for clients and also deal with complex intestate Estates including having an Executor Dative appointed by Petition to the Court. You will examine important matters such as legal rights and consider the possible changes to be made to the Scots Laws of Succession currently under consideration by the Scottish Government.

You will learn how to prepare all of the documentation required to obtain Confirmation, in both testate and intestate Estates, guided by detailed notes regarding the very complex documentation required where the Estate has an Inheritance Tax liability. The course deals with preparation of Deeds of Variation under the Inheritance Tax Act 1984. The qualification will assist you develop the knowledge and skills to be able to conduct an Executry from start to finish including preparation of detailed Executry accounts for presentation to residuary beneficiaries.

The course examines in detail the increasingly important Scots Law in relation to adults with incapacity, including preparation of Powers of Attorney, Applications for Appointment of Financial and Welfare Guardians and proper preparation and presentation of the detailed documents required by the Office of the Public Guardian once a Guardian has been appointed. The course also deals with the current Scottish Law of Trusts.

The qualification will provide you with up to date styles of the various different types of documents which may be required in particular circumstances.

What you'll learn:

  • Properly draft a Will, taking into account the particular circumstances of the testator
  • Handle an intestate estate, including how to have an appropriate family member appointed as Executor Dative
  • Wind up even the most complex Estate, from the obtaining of Confirmation, making the appropriate returns to HMRC regarding Inheritance Tax, finalisation of the Estate in particular where Inheritance Tax is involved and preparation and presentation of an appropriate Executry account to the residuary beneficiaries  
  • The current Law of Trusts in Scotland can be applied on a practical basis
  • Prepare a suitable Power of Attorney
  • Assist families in dealing with the financial and welfare issues arising where an adult member of the family is incapax, including having a financial/welfare Guardian appointed
  • Deal with the documentary requirements of the Office of the Public Guardian



Find out more
For an informal discussion on how we may help you, contact the Paralegal team on +44 (0)141 225 6700 or email paralegal@clt.scot.

Enrolment Max 18 Months

£1,895 + VAT (Non Members)

£1,495 + VAT (CLT Members)

Enquire about discounts and flexible payment options

Awarded By
Level Experienced / Graduate
Jurisdiction Scotland


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What our clients say

"I found the programme benefitted me in my career. After completing the specialist paralegal qualification, I have recently changed employers and I believe that having the specialist paralegal qualification helped me in obtaining my current position."
Mary Smith, Paralegal, Sparke & Kingsley Solicitors

"I enjoyed learning Civil Litigation in more detail after previous experience in Debt Recovery. The course fitted nicely around my work and personal life and the assignments really made me think about how to put into practice what I learned throughout my studies."
Samantha Marsden, Paralegal, TWM Solicitors LLP


"I enjoyed the continuous support of the tutors and the flexibility of the course and now practice the skills learned through the course in my every day duties within the workplace."
Michelle Clendennen, Executive Legal Assistant, Motability Operations

"I enjoyed the Paralegal training programme from CLT from start to finish. At the start, I was a little nervous taking on the commitment of a home course, but when I settled down, I really enjoyed it. I was especially proud of the graduation at Bristol Cathedral."
Nicky Secrett, Paralegal, AWB Partnership LLP