Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Search for will
   • Conduct investigations to confirm that deceased died intestate
   • Obtain relevant affidavits to support application for administration
   • Prepare and advertise notice of intention to apply for letters of administration, if required
2. Determine intestate succession
   • Undertake genealogical research relating to estate and establish family tree
   • Analyse and confirm identity and rights of next of kin with verifiable documentary evidence
   • Trace, identify and locate all beneficiaries
   • Prepare and approve schedule of beneficiaries and their entitlements

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.

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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.

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