Licensed conveyancer or licensed probate practitioner

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This apprenticeship has been retired

Key information

  1. Status: Retired
  2. Reference: ST1311
  3. Version: 1.0
  4. Level: 6
  5. Options: Licensed Conveyancer, Licensed Probate Practitioner
  6. Typical duration to gateway: 56 months
  7. Typical EPA period: 3 months
  8. Route: Legal, finance and accounting
  9. Integration: None
  10. Maximum funding: £18000
  11. Date updated: 10/01/2025
  12. Lars code: 745
  13. EQA provider: Ofqual
  14. Example progression routes:
  15. Review: this apprenticeship will be reviewed in accordance with our change request policy.

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Contents

Contents

Apprenticeship summary

Overview of the role

To deliver legal services within conveyancing or probate as an authorised person under the regulation of the Council for Licensed Conveyancers.

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

End-point assessment summary

ST1311, licensed conveyancer or licensed probate practitioner level 6


This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.

What is an end-point assessment and why it happens

An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.

Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA. 

The length of the training for this apprenticeship is typically 56 months. The EPA period is typically 3 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • merit
  • distinction

When you pass the EPA, you will be awarded your apprenticeship certificate.

EPA gateway

The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.



The gateway requirements for your EPA are:

  • achieved English and mathematics qualifications in line with the apprenticeship funding rules
  • passed any other qualifications listed in the occupational standard

For the licensed conveyancer or licensed probate practitioner, the qualification required is:

Level 4 Diploma in Conveyancing Law and Practice

Level 4 Diploma in Probate Law and Practice

Level 6 Diploma in Conveyancing Law and Practice

Level 6 Diploma in Probate Law and Practice

Assessment methods


Presentation with questions and answers


You will produce and deliver a presentation to an independent assessor. You must submit your presentation slides and any supporting materials to the EPAO by the end of week 4 of the EPA period. The presentation and questions will last at least 50 minutes. The independent assessor will ask you at least 3 questions.





Interview


You will have an interview with an independent assessor. It will last at least 60 minutes. They will ask you at least 6 questions. The questions will be about certain aspects of your occupation. You can use it to help answer the questions.





Knowledge and skills test


You will have a professional professional discussion with an independent assessor. It will last 60 minutes. They will ask you at least 10 questions. The questions will be about certain aspects of your occupation. You can use it to help answer the questions.


Who to contact for help or more information

You should speak to your employer if you have a query that relates to your job.



You should speak to your training provider if you have any questions about your training or EPA before it starts.

You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.


Reasonable adjustments


If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.


Professional recognition

This apprenticeship aligns with Council for Licensed Conveyancers and Probate Professionals for Licensed Conveyancer

Please contact the professional body for more details.

This apprenticeship aligns with Council for Licensed Conveyancers and Probate Professionals for Licensed Probate Practitioner

Please contact the professional body for more details.

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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
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.

Crown copyright © 2025. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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