List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

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.

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.

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice	Yes	No	Comments/feedback
Identify task requirements
Identify key provisions of legislation and common law, policies or procedures according to task requirements
Analyse legal matter relevant to corporation law according to task requirements
Evaluate information according to task requirements
Prepare deliverable according to task and organisational requirements
Verify and review documentation with relevant organisational personnel
Amend and sign-off according to organisational policies and procedures
Store or despatch document according to task and organisational requirements

Assessment Cover Sheet

BSBLEG530 - Apply legal principles in wills and probate matters

Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBLEG530 - Apply legal principles in wills and probate matters

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: