Sign up to our mailing list

Sign up for more info including course updates,
upcoming courses and the latest news from GTA


Finance, Trust

STEP CPD Learning - Contentious Estates

Course details




Online self-study, 12 months subscription, start anytime. £595 for non STEP members or £545 for STEP members.

Course Overview

Contentious probate and trust cases are on the rise. Family structures are ever more complicated, with an increased number of second marriages and cohabiting couples, but also demographic changes – most notably the growing ageing demographic – and a rise in cases of dementia. This course, developed by expert practitioners, gives you the tools you need to deal more effectively with this type of work.

Course Content

The course combines technical knowledge with practical application of the law and procedures involved, giving you a solid foundation of knowledge in dealing with contentious estates on which to build further expertise. The course comprises the following modules:

  • Disputed wills
  • Interpretation, rectification, and construction of wills
  • Administration disputes
  • Inheritance Act 1975 claims
  • Settlement and compromise of claims
  • Insolvent estates
  • The Court of Protection and statutory wills
  • Claims against professionals
  • International succession disputes
  • International administration disputes
  • Forced Heirship claims
  • Costs

Course Benefits

  • With course material developed by the STEP Contentious Trusts and Estates Global Special Interest Group and other industry experts, you’ll be learning from some of the most highly regarded specialists in the field
  • Learn through custom-written course material, including text, visual aids, and activities
  • Control your own learning journey – this interactive elearning course is entirely online, so you can access it anytime, anywhere
  • Study and learn at your own pace, with 12 months’ access to the course material – learn whenever you want, and refer to it as many times as you need
  • Test your understanding with self-assessment exercises, allowing you to gauge your progress as you work through the programme
  • Demonstrate your new learning to your employer or CPD provider with a Certificate of Completion, awarded when you’ve finished the optional end-of-course assessment


You’ll learn through bespoke, interactive course material on our online learning platform, written by experts in the field. You will work through practical case studies and explore recent, topical cases in practice.

There are a series of 'test your knowledge' questions at the end of each module, with an optional end of course multiple-choice assessment.


This course is suitable for anyone who wants to know more about the subject area. It has been designed for both those starting off their career in this area and more experienced practitioners looking to deepen their knowledge and understanding.

The course is designed predominantly for practitioners in England and Wales but also for international practitioners focused on international issues.

You may find this course particularly useful if you are a:

  • Private client solicitor
  • Trust professional
  • Probate professional
  • Legal adviser and paralegal
  • Accountant or banking professional providing probate services
  • Charity specialist
  • Legacy administration professional
  • Tax adviser
  • Independent financial adviser
  • Executorship administrator

Next Steps

Whilst we at the GTA promote and facilitate the STEP programmes, bookings are made directly with CLT International, STEP’s exclusive training provider. To enrol please book online.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.