Licensed conveyancer or licensed probate practitioner / Institute for Apprenticeships and Technical Education

Key information

Status: Approved for delivery (available for starts)
Reference: ST1311
Version: 1.1
Level: 6
Options: Licensed Conveyancer, Licensed Probate Practitioner
Typical duration to gateway: 56 months
Typical EPA period: 3 months
Maximum funding: £18000
Route: Legal, finance and accounting
Integration: None
Date updated: 11/02/2025
Approved for delivery: 6 December 2023
Lars code: 745
EQA provider: Ofqual
Example progression routes:
- Solicitor
Review: this apprenticeship will be reviewed in accordance with our change request policy.

This apprenticeship has options. This document is currently showing the following option:

Occupation summary
Typical job titles
Core occupation duties
Knowledge
Skills
Behaviours
Qualifications
Professional recognition
Regulated standard
Version log

Details of the occupational standard

Occupation summary

This occupation is found in all legal firms that deliver conveyancing, and, or probate legal services and advice. Licensed Conveyancer and Probate Practitioners work in a variety of legal teams and settings. They deal with a broad range of professional organisations or persons. These can include accountants, banks, local authorities, tax authorities, trusts, charities and property professionals.
Licensed Conveyancers and Licensed Probate Practitioners work as principal fee earners. They have a significant level of autonomy and are responsible for compliance with Regulatory Arrangements and Lender requirements. Digital skills are increasingly important as is a due regard for the security and sensitivity of customer data. Licensed Conveyancers and Licensed Probate Practitioners need to understand their customers’ needs so that they can give the most appropriate service in the customer's best interests and in accordance with professional and ethical demands. They will handle customer monies and work closely with regulatory requirements to ensure that they provide an ethical service.
Licensed Conveyancers are qualified, professional property lawyers who specialise in the legal aspects surrounding buying and selling property in England and Wales. Licensed Conveyancers are also Commissioners for Oaths. This means they have legal authority to administer and witness official documents such as affidavits to swear that a statement is the truth. A Licensed Conveyancer will ensure that all documentation, contracts and financial arrangements associated with buying or selling a property or piece of land are in order. They understand that each property transaction is unique and work closely with clients. Licensed Conveyancers work with clients who are the buyers and sellers of property and often also a lending institution. The role is varied as no two property transactions are the same. The Licensed Conveyancer helps clients often at a stressful time so they must be able to demonstrate empathy and understanding. Licensed Conveyancers can work anywhere that deals with the transfer of a title to property or land in a legal department headed by a qualified person. The scope of employment is not limited to a law firm. Licensed Conveyancers can work in housing associations, local authorities, banks and building societies to property development companies and even railways and airports.
Licensed Probate Practitioners are qualified, professional probate lawyers. They specialise in the legal aspects surrounding inheritance and the administration of Wills and estates in England and Wales. Licensed Probate Practitioners are experts in the legal documentation and processes for dealing with the affairs of a deceased person (“estate”). They advise and draft Wills and Lasting Powers of Attorney. They liaise with the deceased’s representatives to administer the estate in accordance with their Will. When the deceased has not left a Will, they work under the Intestacy provisions. Licensed Probate Practitioners are also Commissioners for Oaths. This means they have legal authority to administer and witness official documents, such as, affidavits to swear that a statement is the truth. Licensed Probate Practitioners work in a variety of legal settings recognised in the private client industry, including Licensed Conveyancing or Solicitors’ practices. The role is varied as no two estates are the same. The Licensed Probate Practitioner helps clients often at an emotional time and so must be able to demonstrate empathy and understanding. They must be vigilant to the needs and risks posed to vulnerable clients such as the elderly to ensure that their interests are protected.
An employee in this occupation will be responsible for work managing and guiding junior staff such as conveyancing technicians and probate technicians.
The Licensed Conveyancing and Licensed Probate Practitioner Apprenticeship is one of several equivalent ways to qualify as a Licensed Conveyancer or Probate Practitioner and become an Authorised Person.

Typical job titles include:

Licensed conveyancer Licensed probate practitioner

Core occupation duties

Duty	KSBs
Duty 1 provide ethical legal services ensuring high standards of client care ensuring they are acting in the best interests of the client.	K1 K2 K5 K7 K10 S1 S3 S5 S7 S8 S9 S10 B1 B2 B3 B5
Duty 2 work closely with third party stakeholders and other professionals to understand their technical legal requirements and provide excellent client service for example, property managing agents, probate lawyers, mortgage brokers or land registry.	K5 S2 S3 B1 B3
Duty 3 undertake legal research to understand technical legal requirements and provide excellent customer service.
Duty 4 undertake professional case review of self and others to identify risks and recommend areas for improvement, remedial actions paths to progression and escalation.	K4 K7 S1 S5 S6 S9 S10 B1 B2 B3 B5
Duty 5 engage in identifying the limits of their personal professional experience and competence and escalate instructions that are beyond their scope of expertise.	K1 K2 K5 K8 K10 K11 S1 S5 S6 S7 S9 S10 B1 B4 B5
Duty 6 manage client and organisation data securely and confidentially in compliance with legislation.	K2 K4 K7 K8 K9 S1 S6 S7 S8 S9 S11 S12 B4 B5
Duty 7 conduct all transactions with awareness of fraud including taking a defensive approach towards cybercrime.	K2 K4 K8 K9 S3 S6 S7 S8 S9 S11 S12 B4
Duty 8 risk assess the impact of transactions on clients and other stakeholders to ensure compliance with legislation and professional standards including recommendations for the mitigation of risks.	K1 K2 K4 K5 K6 S3 S4 S6 S7 S8 S9 S10 S11 S12 B1 B3 B4
Duty 9 ensure all transactions are undertaken in compliance with Anti-Money Laundering regulations.	K1 K2 K4 K9 S3 S6 S7 S8 S9 S11 S12 B4
Duty 10 undertake Know Your Client activity comprehensively and with due diligence to ensure that the appropriate legal services are provided.	K1 K2 K4 K5 K6 S1 S2 S3 S4 S6 S8 S9 S10 S12 B1 B2 B3 B4 B5
Duty 11 lead case progression activity to ensure caseloads move with timeliness and with a view to commerciality.	K4 K7 K9 S1 S2 S3 S4 S6 S10 B1 B3
Duty 12 work closely with clients and third parties providing excellent client service.	K1 K3 K4 K5 K7 K8 K9 K10 S1 S2 S3 S4 S6 S7 S8 S9 S10 S12 B1 B2 B3 B5
Duty 13 manage their personal and professional continuous development.	K1 K2 K4 K7 K10 K11 S5 S7 S8 S9 S10

KSBs

Knowledge

K1: principles of legal and regulatory liabilities with regards to the client or clients, and organisation to ensure compliance with all professional obligations. Back to Duty

K2: requirements for acting in the best interest of the client to protect clients and limit liability for negligence such as identifying and acting for vulnerable clients. Back to Duty

K3: principles of anti-money laundering regulations in relation to legal transactions including personal and professional liability. Back to Duty

K4: principles of managing client accounts. Back to Duty

K5: approaches to communication to different stakeholders and how to translate complex concepts using plain English to provide clarification and explanation of standard Legal terms. Back to Duty

K6: approaches to client engagement and conducting Know Your Client activity to establish needs and risks. Back to Duty

K7: principles of digital tools and software such as case management systems, databases and online drafting software. Back to Duty

K8: fundamentals of the legal requirements relating to the use of data including risks to confidentiality of data posed by and to clients actions. Back to Duty

K9: fundamentals of cybersecurity vulnerabilities in an organisation and steps that can be taken to mitigate those risks. Back to Duty

K10: the impact of diversity and inclusion on client service delivery. Back to Duty

K11: the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it. Back to Duty

K12: principles of Law applicable to conveyancing in respect of residential property and land. Back to Duty

K13: principles of regulatory arrangements for personal compliance with requirements as a licensed conveyancer. Back to Duty

K14: the impact of climate change on the legal landscape such as green deal, electric charge points, green buildings, EPC certification, planning implications and emerging green technologies and regulations. Back to Duty

K15: fundamentals of tax implications for conveyancing. Back to Duty

K16: principles of regulatory arrangements for personal compliance with requirements as a licensed probate practitioner. Back to Duty

K17: principles of law applicable to Will drafting, Lasting Powers of Attorney and probate activities. Back to Duty

K18: fundamentals of tax implications for probate activities. Back to Duty

Skills

S1: manage caseload to prioritise client service and working in the clients’ best interests. Back to Duty

S2: manage relationships with other lawyers and professional third parties using most effective channels to progress caseloads. Back to Duty

S3: manage clients and their expectations using the most effective channels to ensure clarity of understanding and facilitate clients making informed choices. Back to Duty

S4: handle points of contact with clients and key milestones in an organised and controlled way to lead the client experience. Back to Duty

S5: use the principles of law and translate using plain English to provide clarification and explanation of the legal process and standard legal terms. Back to Duty

S6: organise and manage workflow such as legal files, case management and accounting systems to progress work within service level expectations. Back to Duty

S7: protect interests of clients to ensure they receive an honest and lawful service. Back to Duty

S8: manage risk in relation to legal and regulatory liabilities with regards to the client and organisation to satisfactorily discharge all professional obligation and limit exposure to complaints and reputational harm to the organisation. Back to Duty

S9: manage legal processes adhering to professional, supervisory and regulatory Codes of Conduct. Back to Duty

S10: deliver a cost-effective service by analysing the financial costs and fees generated by activities to inform good decision making through price transparency. For example operating within the cost-model of the organisation or identifying when fees have exceeded the initial quote and taking mitigating actions. Back to Duty

S11: apply fraud protection measures and cyber security procedures in relation to transactions. Back to Duty

S12: undertake “Know Your Client" activities to ensure a clear picture of needs and risks throughout legal transactions. Back to Duty

S13: provide legal services in connection with sale and purchase and, or, re-mortgage or transfers of equity of residential property including advice and guidance to clients relevant to conveyancing. Back to Duty

S14: assess legal, regulatory and commercial risk related to sale and purchase, re-mortgage or transfers of equity of residential property. Back to Duty

S15: review and interpret legal documents related to sale and purchase, re-mortgage or transfers of equity of residential property including land registry file documents, statutory declarations completing documents as required. Back to Duty

S16: provide legal services in connection with disposal of an estate including advice and guidance to clients relevant to wills and probate. Back to Duty

S17: assess legal, regulatory and commercial risk related to disposal of estate. Back to Duty

S18: review and interpret legal documents related to disposal of estate including completing documentation. Back to Duty

S19: draft legal documents related to probate transactions such as Wills and Lasting Powers of Attorney. Back to Duty

Behaviours

B1: Accountable for a caseload of fee generating work and the costs incurred to deliver organisational outputs. Back to Duty

B2: Provides a timely, efficient and legally correct service to generate a positive client experience. Manages professional relationships and resolves conveyancing or probate issues impartially and comprehensively, taking advice where needed. Back to Duty

B3: Generates solutions to conveyancing or probate problems, considering a range of options and identifying when to escalate when problems are outside their remit. Back to Duty

B4: Takes an analytical approach to risk in legal transactions ensuring that the client and organisation are protected from financial crimes and cyber-crime. Back to Duty

B5: Adheres to professional codes of conduct in legal activities and relationships with others. Back to Duty

Qualifications

English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Other mandatory qualifications

Professional recognition

This standard aligns with the following professional recognition:

Council for Licensed Conveyancers and Probate Professionals for Licensed Conveyancer
Council for Licensed Conveyancers and Probate Professionals for Licensed Probate Practitioner

Regulated standard

This is a regulated occupation.

Regulator body:

Council for Licensed Conveyancers

Training provider does not require approval by regulator body

EPAO does not require approval by regulator body

End-point assessment (EPA plan)

Rigorous robust and independent assessment undertaken by an apprentice at the end of training to test that the apprentice can perform in the occupation they have been trained in and can demonstrate the duties, and knowledge, skills and behaviours (KSBs) set out in the occupational standard

End-point assessment organisation (EPAO)

An organisation approved to deliver end-point assessment for a particular apprenticeship standard. EPAOs must be on the register of end-point assessment organisations

Holistic or synoptic

Assessment of an apprentice’s knowledge, skills and behaviours in an integrated way i.e. assessing several KSBs at the same time

Knowledge, skills and behaviours (KSB)

What is needed to competently undertake the duties required for an occupational standard

Valid

Referred to in relation to assessment methods; fit for purpose

Change request policy

Most changes to an apprenticeship are made as a result of a holistic review of it. We prioritise the need for such reviews based on a range of factors. These include:

the time since the apprenticeship was developed or last reviewed (taking account of its typical duration)
the existence of any known problems with it (e.g. lower than expected starts, low achievement rate, high withdrawal rate, any issues with the availability of training or end-point assessment provision)
whether the apprenticeship is currently subject to a dispensation
the relative significance of the apprenticeship based on how many users it has

The availability of an employer group to support a review and its potential impact on any related technical education product also inform the timing of a review.

Details of apprenticeships that are currently being revised or adjusted are available in our revisions and adjustments status report.

Find an apprenticeship

Employers involved in creating the standard: BMD-law, CLS Property Insight, Co-operative Group, Countrywide Property Lawyers, PCS Legal, Chadwick Lawrence, Sure Move UK, Conveyancing Direct Property Lawyers, Edkins Millward, Pavilion Row, Gateway 2 Conveyancing, Simplify, Generation Home, Eden Conveyancing, Simply Property Lawyers, Switalskis, Chartahouse, Proddow Mackay, Honey Legal, Shoosmiths, AL-HQ Law.

Version log

Version	Change detail	Earliest start date	Latest start date
1.1	Apprenticeship summary revised	10/01/2025	Not set
1.0	Approved for delivery	06/12/2023	09/01/2025

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Licensed conveyancer or licensed probate practitioner