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Elements and Performance Criteria

  1. Prepare to apply principles in wills and probate matters
  2. Apply principles in wills and probate matters
  3. Finalise application of principles in wills and probate matters

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply legal principles in wills and probate matters on at least four occasions.

In the course of the above, the candidate must:

prepare to apply wills and probate principles according to task requirements

apply elements of wills and probate principles to prepare a deliverable

review and amend deliverable according to feedback from supervisor

despatch deliverable according to organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope of the job role in the context of legislation, regulations and codes of practice

summarise the policies and procedures of the organisation for wills and probate matters

contents and process to prepare documents required for task

sources of instructions including testamentary, solicitor and deceased estate

roles and responsibilities of parties involved in wills and probate matters

forms, documents and annexures relevant to wills and probate.