Pitman Training

Legal Secretary – Wills & Probate

Course Outline

This Wills & Probate course for secretaries and executive assistants beats other legal secretary courses in Wills & Probate in two ways. Firstly it gives you specialist legal secretary training from Pitman Training – we’re highly respected by legal firms across the UK. And secondly, we go further in giving you insight into the work of fee earners, to help improve your understanding of law firms and increase your opportunities.

If you live in Scotland, there is also a Scottish version of this course; Scottish Wills and Executory Administration, so you can be confident that wherever you work, you’ve chosen the very best training.

Our legal secretarial courses are split into sections; our Wills & Probate course has four: procedures for will-making; codicils, power of attorney and deed of revocation; obtaining grant of probate; and documentation regarding the distribution of an estate. Your knowledge of Wills & Probate will be supported by a workbook, which you keep after the course. The course is also flexible, so you can fit in your studies around your work and home commitments.


• Develop an awareness of the workings and structure of a Wills and Probate Department

• The flexibility and value of a self-study module designed to enable you to work at your own pace

• A workbook to use as a reference guide on completion of the module

• The opportunity to gain the widely recognised Pitman Training certification

Once this period of study is over, you will be ideally placed to move on other courses such as Audio Transcription or Shorthand, both of which are highly valued by law firms and which could boost your career even further. Alternatively, if you’re after a high-flying legal secretarial career, you can opt for Pitman Training’s full Legal Secretarial Diploma, which is highly respected by top legal firms.

Through a series of self-paced lessons you will be taken through the terms, documentation and processes involved when working in the Wills & Probate department of a legal firm.

This course is designed for anyone who wishes to work as a Legal Secretary within the Wills & Probate department of a legal firm.

There are four lessons in this course:

Lesson 1: Procedures to be followed when preparing a Will
Lesson 2: Codicils, enduring Power of Attorney and Deed of Revocation
Lesson 3: Procedures to be followed when obtaining Grant of Probate
Lesson 4: Documents associated with the distribution of an Estate

This course will take around 7 hours to complete.

Our Legal Secretary – Wills & Probate course is part of our distance learning range – which can be accessed online via our distance learning portal. 

This means that you have the flexibility to study our Legal Secretarial courses:

  • In centre, with our friendly course advisors available for support and guidance as and when you need it.
  • At home or from work – with support via email or telephone during working hours.
  • On a blended mix – in-centre for the modules you need help with, at home or from work for those you are gliding through.

Once you’ve decided to go ahead, all you’ll need to do is contact your nearest Pitman Training centre that offers and supports our distance learning platform, and they will arrange for you to have an induction to show you around the system and talk you through how our online training works. After this, you can learn in your own time and at your own speed, but with the knowledge you have support at hand if required. 

To find your nearest centre that offers and supports our online Legal Secretary training, click here.

The best way to make sure your training programme suits you, your skills, your ambitions and your busy schedule, is to get in touch with us for a free, friendly expert career consultation.