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Unit of competency details

FNSPRT301 - Establish entitlements to an intestate estate (Release 1)

Summary

Usage recommendation:
Superseded
Mapping:
MappingNotesDate
Supersedes and is equivalent to FNSPRT301A - Establish entitlements to an intestate estateUpdated to meet Standards for Training Packages. Minor rewording to clarify intent of performance criteria. 24/Mar/2015
Is superseded by and equivalent to FNSPRT311 - Establish entitlements to intestate estatesSupersedes and is equivalent to FNSPRT301 Establish entitlements to an intestate estate. 14/Jun/2022

Releases:
ReleaseRelease date
1 1 (this release) 25/Mar/2015

Companion volumes:
Unit of competency Assessment requirements

Delivery:
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Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 090907 Family Law  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 090907 Family Law  30/Jul/2015 
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Unit of competency

Modification History

Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to interpret and apply intestate legislation and regulation, follow a professional code of conduct and seek specialist advice and resources when required.

It applies to individuals with good research and communication skills who determine entitlement to an intestate estate, including intestate succession, identifying next of kin and proving family entitlements.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Unit Sector

Personal trustee

Elements and Performance Criteria

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

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

1. Search for will

1.1 Conduct investigations to confirm that deceased died intestate

1.2 Obtain relevant affidavits to support application for administration

1.3 Prepare and advertise notice of intention to apply for letters of administration, if required

2. Determine intestate succession

2.1 Undertake genealogical research relating to estate and establish family tree

2.2 Analyse and confirm identity and rights of next of kin with verifiable documentary evidence

2.3 Trace, identify and locate all beneficiaries

2.4 Prepare and approve schedule of beneficiaries and their entitlements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill 

Performance  Criteria 

Description 

Reading

1.1, 1.2, 2.1, 2.2
  • Analyses and consolidates information and data from a range of sources, against defined criteria and requirements, and checks for accuracy and completeness

Writing

1.3, 2.1-2.4
  • Accurately records information and prepares correspondence and documentation using clear language and correct spelling and terminology

Oral Communication

2.1, 2.2, 2.3
  • Articulates clearly, using vocabulary suitable to audience to convey or request information
  • Uses listening and questioning techniques to confirm understanding

Interact with others

1.1, 2.1, 2.2, 2.3
  • Identifies and takes steps to follow accepted communication practices and protocols
  • Uses a limited range of accepted practices for communicating in a work environment
  • Recognises common cultural and other differences of people in the work context and makes adjustments in addressing the differences

Get the work done

1.1-1.3, 2.1-2.4
  • Plans and implements routine tasks and workload, making limited decisions on sequencing, timing and collaboration, and seeks assistance in setting priorities
  • Makes low-impact decisions within familiar situations, based on a range of predefined or routine solutions
  • Uses digital systems and technologies to access information

Unit Mapping Information

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

FNSPRT301 Establish entitlements to an intestate estate

FNSPRT301A Establish entitlements to an intestate estate

Updated to meet Standards for Training Packages.

Minor rewording to clarify intent of performance criteria.

Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

 

Assessment requirements

Modification History

Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

  • conduct a search for a will complying with legislative, industry and organisational requirements
  • document external specialists and resources contacted or used to establish entitlements to an intestate estate
  • determine beneficiaries and their entitlements in accordance with legislative, industry and organisational requirements
  • develop an application for letters of administration.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

  • summarise key requirements of relevant state and territory legislation and regulations relating to:
  • administration and probate
  • intestate succession
  • other related legislation
  • outline the roles, responsibilities and powers of the personal trust officer including:
  • organisational expectations
  • limitation of personal authority
  • discuss the professional code of conduct in the personal trustee sector including:
  • ethics
  • integrity
  • professionalism
  • confidentiality
  • summarise techniques for liaising with key organisational personnel with expertise in specialised areas relating to the personal trustee sector
  • outline relevant organisational policy and procedures in regards to establishing entitlements to an intestate estate.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal trustee field of work and include access to:

  • common office equipment, technology, software and consumables
  • the internet for searches.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

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