Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSPRT402A Mapping and Delivery Guide
Prepare a will
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | FNSPRT402A - Prepare a will |
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Description | This unit describes the performance outcomes, skills and knowledge required to prepare wills, including their requirements and structures, assessing the testamentary capacity of a client, preparing documents and reviewing the will on behalf of the client.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to job roles in the personal trustee sector. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Advise client on the nature of wills |
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Element: Take testamentary instructions from client |
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Element: Prepare and execute documents |
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Element: Review the will |
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