Modification History
Not applicable.
Unit Descriptor
Unit descriptor |
This unit describes the performance outcomes, skills and knowledge required to apply legal principles in wills and probate matters, including preparing wills, powers of attorney and deceased estate documentation. A range of legislation, rules, regulations and codes of practice may apply to this unit at the time of endorsement, depending on job roles and jurisdictions. |
Application of the Unit
Application of the unit |
This unit applies to individuals who apply knowledge of legal principles in wills and probate matters when preparing documentation. Its application in the workplace will be determined by the job role of the individual and the legislation, rules, regulations and codes of practice relevant to different jurisdictions. |
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Prerequisite units |
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Employability Skills Information
Employability skills |
This unit contains employability skills. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
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 the context of the particular matter 2.2. Ensuring 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 |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
EVIDENCE GUIDE |
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The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. |
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Overview of assessment |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the ability to:
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Context of and specific resources for assessment |
Assessment must ensure access to:
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Method of assessment |
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
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Guidance information for assessment |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
Range Statement
RANGE STATEMENT |
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The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. |
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Legislation , regulations and policies relevant to will and probates may include: |
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Relevant information may include: |
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Client's needs may include: |
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Documentation may include: |
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Designated individual may include: |
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Organisation's policies and procedures may include: |
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Appropriate agencies may include: |
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Unit Sector(s)
Unit sector |
Competency field
Competency field |
Administration - legal administration |
Co-requisite units
Co-requisite units |
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