Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify laws and principles of wills and probate law

1.1 Source legislation, regulations and policies relevant to wills, probate and administration

1.2 Interpret key principles as they apply to wills, probate and administration matters

2. Enhance professional practice through application of relevant principles of wills and probate law

2.1 Establish relevant information in context of the particular matter

2.2 Ensure client's needs are met, obtain testamentary, solicitor, deceased estate instructions and other details

3. Prepare and execute documentation

3.1 Draft documentation according to instructions of designated individual

3.2 Forward documentation to designated individual for review and sign off in accordance with organisation's policies and procedures

4. Process documentation

4.1 Ensure documents are despatched to appropriate agencies according to instructions

4.2 Determine types of costs in accordance with legislative and regulatory requirements for costing legal services

4.3 Facilitate liaison and communication with the parties

4.4 Maintain files, noting critical dates and reminders

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.2, 2.1, 3.2, 4.1, 4.2, 4.4

• Gathers, interprets and analyses complex textual information from a range of sources and identifies relevant and key information

Writing

2.1, 2.2, 3.1, 4.4

• Uses clear, accurate and relevant language to organise and record information and complete documentation

Oral Communication

2.1, 2.2, 4.3

• Participates effectively in spoken interactions using appropriate language and features for each audience and situation
• Uses active listening and questioning techniques to confirm and clarify understanding

Numeracy

4.2

• Uses straightforward mathematical calculations to determine costs

Navigate the world of work

1.1, 1.2, 2.2, 3.2, 4.1, 4.2

• Adheres to organisational policies and procedures
• Keeps up-to-date with relevant legislation, regulations and policies and considers implications of these when planning and undertaking work

Interact with others

2.1, 2.2, 3.2, 4.3

• Selects appropriate form, channel and mode of communication for a specific purpose relevant to own role

Get the work done

1.1, 1.2, 2.1, 2.2, 4.1, 4.4

• Plans, sequences and implements tasks according to legislative and organisational requirements and specific instructions
• Evaluates information to decide on relevance to situation

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBLEG515 Apply legal principles in wills and probate matters

BSBLEG515A Apply legal principles in wills and probate matters

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.